|
1
|
Lido Advisors
Los Angeles,
California
|
$104M
|
+$4.52M
|
+56,861
|
+5%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$104M
|
+$1.96M
|
+24,721
|
+2%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$30.8M
|
+$13.8M
|
+174,307
|
+85%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$18.9M
|
+$5.52M
|
+69,455
|
+42%
|
|
|
5
|
Monumental Financial Group
Rockville,
Maryland
|
$17.6M
|
+$2.63M
|
+33,079
|
+18%
|
|
|
6
|
AGF Management
Toronto,
Ontario, Canada
|
$16.6M
|
+$2.52M
|
+31,727
|
+18%
|
|
|
7
|
|
$12.9M
|
+$1.56M
|
+19,607
|
+14%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.5M
|
-$1.9M
|
-23,964
|
-13%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.26M
|
+$662K
|
+8,335
|
+8%
|
|
|
10
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$8.48M
|
+$8.3M
|
+104,498
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.47M
|
-$1.52M
|
-19,171
|
-17%
|
|
|
12
|
Fisher Asset Management
Camas,
Washington
|
$7.25M
|
-$753K
|
-9,471
|
-10%
|
|
|
13
|
|
$6.81M
|
-$2.94M
|
-37,022
|
-31%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$6.24M
|
+$462K
|
+5,813
|
+8%
|
|
|
15
|
Creative Financial Designs
Kokomo,
Indiana
|
$4.98M
|
+$347K
|
+4,369
|
+8%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$4.58M
|
-$24.5K
|
-308
|
-0.5%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$4.45M
|
+$3.75M
|
+47,211
|
+613%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$4.43M
|
-$176K
|
-2,215
|
-4%
|
|
|
19
|
SFI Advisors
Montclair,
New Jersey
|
$4.41M
|
-$69.8K
|
-879
|
-2%
|
|
|
20
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$4.33M
|
-$2.47M
|
-31,137
|
-37%
|
|
|
21
|
KCM Investment Advisors
Greenbrae,
California
|
$4.11M
|
–
|
–
|
–
|
|
|
22
|
Beaumont Capital Management
Boston,
Massachusetts
|
$4.04M
|
-$111K
|
-1,402
|
-3%
|
|
|
23
|
Brookstone Capital Management
Wheaton,
Illinois
|
$4.04M
|
+$143K
|
+1,805
|
+4%
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$4.03M
|
+$270K
|
+3,395
|
+7%
|
|
|
25
|
|
$3.76M
|
+$3.68M
|
+46,373
|
New
|
|
