|
1
|
Lido Advisors
Los Angeles,
California
|
$76.8M
|
+$1.99M
|
+29,757
|
+3%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$47.9M
|
+$279K
|
+4,185
|
+0.6%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.4M
|
+$1.49M
|
+22,297
|
+12%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.2M
|
+$11M
|
+165,517
|
+584%
|
|
|
5
|
Beaumont Capital Management
Boston,
Massachusetts
|
$12M
|
+$11M
|
+164,126
|
New
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.31M
|
+$4.35M
|
+65,134
|
+105%
|
|
|
7
|
Fisher Asset Management
Camas,
Washington
|
$9.13M
|
-$757K
|
-11,337
|
-8%
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
$8.07M
|
+$2.86M
|
+42,824
|
+64%
|
|
|
9
|
Aprio Wealth Management
Atlanta,
Georgia
|
$7.98M
|
+$727K
|
+10,893
|
+11%
|
|
|
10
|
|
$7.13M
|
+$1.5M
|
+22,406
|
+30%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$6.58M
|
+$2.05M
|
+30,745
|
+52%
|
|
|
12
|
Monumental Financial Group
Rockville,
Maryland
|
$6.14M
|
+$38.4K
|
+575
|
+0.7%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.99M
|
+$113K
|
+1,686
|
+2%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$5.91M
|
-$51.3K
|
-768
|
-0.9%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$5.82M
|
-$177K
|
-2,657
|
-3%
|
|
|
16
|
Connectus Wealth
Cincinnati,
Ohio
|
$5.68M
|
+$17.9K
|
+268
|
+0.3%
|
|
|
17
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$5.48M
|
+$1.15M
|
+17,242
|
+30%
|
|
|
18
|
Atria Wealth Solutions
New York
|
$5M
|
+$57.5K
|
+861
|
+1%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.51M
|
+$443K
|
+6,642
|
+12%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$4.1M
|
+$67K
|
+1,003
|
+2%
|
|
|
21
|
RWA Wealth Partners
Newton,
Massachusetts
|
$4.02M
|
+$3.66M
|
+54,817
|
New
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$3.83M
|
-$217K
|
-3,245
|
-6%
|
|
|
23
|
KCM Investment Advisors
Greenbrae,
California
|
$3.69M
|
+$1.87K
|
+28
|
+0.1%
|
|
|
24
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.66M
|
+$222K
|
+3,330
|
+7%
|
|
|
25
|
SFI Advisors
Montclair,
New Jersey
|
$3.54M
|
+$39.9K
|
+598
|
+1%
|
|
