|
1
|
Lido Advisors
Los Angeles,
California
|
$78.3M
|
+$5.43M
|
+73,835
|
+7%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$45.2M
|
-$507K
|
-6,894
|
-1%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$16M
|
+$2.63M
|
+35,815
|
+18%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.6M
|
+$882
|
+12
|
+0%
|
|
|
5
|
Beaumont Capital Management
Boston,
Massachusetts
|
$11.2M
|
-$298K
|
-4,062
|
-2%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.7M
|
+$1.94M
|
+26,463
|
+21%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$10.5M
|
+$2.98M
|
+40,610
|
+37%
|
|
|
8
|
Fisher Asset Management
Camas,
Washington
|
$8.16M
|
-$566K
|
-7,704
|
-6%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$7.65M
|
+$2.13M
|
+28,934
|
+36%
|
|
|
10
|
Monumental Financial Group
Rockville,
Maryland
|
$6.95M
|
+$1.16M
|
+15,737
|
+19%
|
|
|
11
|
|
$6.92M
|
+$135K
|
+1,831
|
+2%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$6.29M
|
+$51.3K
|
+698
|
+0.8%
|
|
|
13
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$6.23M
|
+$1.06M
|
+14,369
|
+19%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$5.85M
|
+$328K
|
+4,464
|
+6%
|
|
|
15
|
Connectus Wealth
Cincinnati,
Ohio
|
$5.38M
|
-$40.7K
|
-554
|
-0.7%
|
|
|
16
|
AGF Management
Toronto,
Ontario, Canada
|
$4.59M
|
+$2.2M
|
+29,892
|
+84%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.41M
|
-$1.36M
|
-18,561
|
-23%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4M
|
-$310K
|
-4,213
|
-7%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$3.89M
|
-$19.3K
|
-262
|
-0.5%
|
|
|
20
|
Atria Wealth Solutions
New York
|
$3.79M
|
-$1.02M
|
-13,879
|
-20%
|
|
|
21
|
SFI Advisors
Montclair,
New Jersey
|
$3.71M
|
+$352K
|
+4,785
|
+10%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$3.62M
|
-$30.6K
|
-417
|
-0.8%
|
|
|
23
|
KCM Investment Advisors
Greenbrae,
California
|
$3.54M
|
+$22.9K
|
+312
|
+0.6%
|
|
|
24
|
RWA Wealth Partners
Newton,
Massachusetts
|
$3.54M
|
-$308K
|
-4,196
|
-8%
|
|
|
25
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.38M
|
-$112K
|
-1,531
|
-3%
|
|
