|
1
|
Lido Advisors
Los Angeles,
California
|
$148M
|
-$6.83M
|
-67,752
|
-5%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$127M
|
+$12.9M
|
+127,753
|
+12%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$61.5M
|
-$71.7M
|
-710,955
|
-54%
|
|
|
4
|
AGF Management
Toronto,
Ontario, Canada
|
$31.5M
|
+$523K
|
+5,184
|
+2%
|
|
|
5
|
|
$24.3M
|
-$1.21M
|
-11,980
|
-5%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$22.2M
|
+$2.97M
|
+29,447
|
+16%
|
|
|
7
|
Fischer Financial Services
Harrisburg,
Pennsylvania
|
$14.8M
|
+$325K
|
+3,217
|
+2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$13M
|
+$556K
|
+5,515
|
+5%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.8M
|
-$259K
|
-2,570
|
-2%
|
|
|
10
|
Independence Financial Advisors
Franklin,
New Hampshire
|
$12.7M
|
+$5.58M
|
+55,320
|
+81%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$12.6M
|
-$7.69M
|
-76,209
|
-38%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.14M
|
+$4.71M
|
+46,679
|
+111%
|
|
|
13
|
|
$8.66M
|
+$3.31M
|
+32,837
|
+64%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$8.56M
|
-$332K
|
-3,287
|
-4%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$8.4M
|
+$6.88M
|
+68,175
|
+504%
|
|
|
16
|
Keystone Global Partners
Denver,
Colorado
|
$6.85M
|
+$754K
|
+7,472
|
+13%
|
|
|
17
|
Yoder Wealth Management
Walnut Creek,
California
|
$6.84M
|
+$708K
|
+7,017
|
+12%
|
|
|
18
|
Fisher Asset Management
Camas,
Washington
|
$6.62M
|
-$260K
|
-2,576
|
-4%
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$6M
|
+$225K
|
+2,228
|
+4%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$5.93M
|
+$114K
|
+1,135
|
+2%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$5.38M
|
+$731K
|
+7,246
|
+16%
|
|
|
22
|
KCM Investment Advisors
Greenbrae,
California
|
$5.21M
|
–
|
–
|
–
|
|
|
23
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$4.91M
|
+$47.2K
|
+468
|
+1%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.81M
|
+$625K
|
+6,194
|
+15%
|
|
|
25
|
CX Institutional
Auburn,
Indiana
|
$4.52M
|
+$348K
|
+3,453
|
+9%
|
|
