|
1
|
Charles Schwab
San Francisco,
California
|
$271M
|
-$6.31M
|
-109,162
|
-2%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$100M
|
+$1.94M
|
+33,595
|
+2%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$64.8M
|
+$294K
|
+5,078
|
+0.5%
|
|
|
4
|
AGF Management
Toronto,
Ontario, Canada
|
$32.8M
|
-$6.64M
|
-114,803
|
-17%
|
|
|
5
|
|
$22.4M
|
-$2.82M
|
-48,840
|
-11%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$17M
|
+$4.66M
|
+80,530
|
+38%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.5M
|
-$1.41M
|
-24,330
|
-8%
|
|
|
8
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$14.7M
|
-$472K
|
-8,166
|
-3%
|
|
|
9
|
Q3 Asset Management
Birmingham,
Michigan
|
$11.4M
|
+$11.2M
|
+193,500
|
New
|
|
|
10
|
Destiny Wealth Partners
Tavares,
Florida
|
$10.5M
|
+$10.3M
|
+178,885
|
New
|
|
|
11
|
Guerra Advisors
Miami,
Florida
|
$10.5M
|
+$10.3M
|
+178,861
|
New
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$10.2M
|
+$91.1K
|
+1,576
|
+0.9%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$9.93M
|
+$917K
|
+15,868
|
+10%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$9.74M
|
-$37.1K
|
-641
|
-0.4%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$7.51M
|
+$1.44M
|
+24,852
|
+24%
|
|
|
16
|
Personal CFO Solutions
Chester,
New Jersey
|
$6.81M
|
+$379K
|
+6,552
|
+6%
|
|
|
17
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$6.72M
|
-$147K
|
-2,535
|
-2%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.64M
|
-$2.16M
|
-37,386
|
-25%
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$6.59M
|
+$847K
|
+14,648
|
+15%
|
|
|
20
|
Fischer Financial Services
Harrisburg,
Pennsylvania
|
$6.23M
|
+$6.13M
|
+106,049
|
New
|
|
|
21
|
Beaumont Capital Management
Boston,
Massachusetts
|
$5.65M
|
+$307K
|
+5,302
|
+6%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.53M
|
-$618K
|
-10,683
|
-10%
|
|
|
23
|
Advisory Services Network
Atlanta,
Georgia
|
$5.14M
|
+$155K
|
+2,682
|
+3%
|
|
|
24
|
Southern Capital Advisors
Jackson,
Tennessee
|
$4.68M
|
+$105K
|
+1,809
|
+2%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$4.16M
|
+$250K
|
+4,318
|
+6%
|
|
