|
1
|
Lido Advisors
Los Angeles,
California
|
$66.6M
|
+$2.65M
|
+42,008
|
+4%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$42.5M
|
+$1.61M
|
+25,521
|
+4%
|
|
|
3
|
Fisher Asset Management
Camas,
Washington
|
$8.9M
|
-$530K
|
-8,404
|
-6%
|
|
|
4
|
Aprio Wealth Management
Atlanta,
Georgia
|
$6.41M
|
+$6.18M
|
+97,959
|
New
|
|
|
5
|
Monumental Financial Group
Rockville,
Maryland
|
$5.44M
|
+$273K
|
+4,327
|
+5%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$5.37M
|
-$308K
|
-4,887
|
-6%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$5.33M
|
-$2M
|
-31,729
|
-28%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.24M
|
+$183K
|
+2,906
|
+4%
|
|
|
9
|
Connectus Wealth
Cincinnati,
Ohio
|
$5.05M
|
+$4.87M
|
+77,172
|
New
|
|
|
10
|
|
$4.9M
|
+$517K
|
+8,195
|
+12%
|
|
|
11
|
Atria Wealth Solutions
New York
|
$4.41M
|
+$257K
|
+4,083
|
+6%
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$4.4M
|
+$2.31M
|
+36,575
|
+119%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.05M
|
+$1.28M
|
+20,376
|
+49%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$3.86M
|
-$62.6K
|
-993
|
-2%
|
|
|
15
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$3.76M
|
+$223K
|
+3,536
|
+7%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$3.63M
|
+$492K
|
+7,801
|
+16%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$3.6M
|
-$577K
|
-9,158
|
-14%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.59M
|
-$145K
|
-2,305
|
-4%
|
|
|
19
|
KCM Investment Advisors
Greenbrae,
California
|
$3.29M
|
+$15.1K
|
+239
|
+0.5%
|
|
|
20
|
SFI Advisors
Montclair,
New Jersey
|
$3.12M
|
+$481K
|
+7,629
|
+19%
|
|
|
21
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.05M
|
+$550K
|
+8,717
|
+23%
|
|
|
22
|
Brookstone Capital Management
Wheaton,
Illinois
|
$2.88M
|
+$80K
|
+1,269
|
+3%
|
|
|
23
|
|
$2.86M
|
-$844K
|
-13,386
|
-23%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.52M
|
-$1.12M
|
-17,699
|
-32%
|
|
|
25
|
Soltis Investment Advisors
St. George,
Utah
|
$2.32M
|
+$1.83M
|
+29,025
|
+458%
|
|
