|
1
|
Bank of America
Charlotte,
North Carolina
|
$165M
|
-$7.21M
|
-76,926
|
-4%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$135M
|
+$2.1M
|
+22,415
|
+2%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$124M
|
-$2.69M
|
-28,709
|
-2%
|
|
|
4
|
Richard Bernstein Advisors
New York
|
$95.4M
|
-$1.81M
|
-19,331
|
-2%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$56.8M
|
+$8.23M
|
+87,814
|
+18%
|
|
|
6
|
AGF Management
Toronto,
Ontario, Canada
|
$41M
|
+$4.94M
|
+52,679
|
+14%
|
|
|
7
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$26.7M
|
+$25.6M
|
+273,544
|
New
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$23.6M
|
+$22.7M
|
+241,809
|
New
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.8M
|
-$1.2M
|
-12,789
|
-5%
|
|
|
10
|
|
$16.7M
|
+$198K
|
+2,109
|
+1%
|
|
|
11
|
Fischer Financial Services
Harrisburg,
Pennsylvania
|
$13.7M
|
+$13.1M
|
+140,168
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.8M
|
+$78.4K
|
+837
|
+0.8%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$10.5M
|
+$3.38M
|
+36,111
|
+50%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.5M
|
+$46.5K
|
+496
|
+0.5%
|
|
|
15
|
Guerra Advisors
Miami,
Florida
|
$9.92M
|
+$9.54M
|
+101,751
|
New
|
|
|
16
|
Fisher Asset Management
Camas,
Washington
|
$9.89M
|
-$167K
|
-1,787
|
-2%
|
|
|
17
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$9.83M
|
-$280K
|
-2,992
|
-3%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.63M
|
+$3.89M
|
+41,540
|
+113%
|
|
|
19
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$7.34M
|
+$2.03M
|
+21,694
|
+40%
|
|
|
20
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$7.19M
|
-$6.76M
|
-72,166
|
-49%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$6.38M
|
+$5.81K
|
+62
|
+0.1%
|
|
|
22
|
Beaumont Capital Management
Boston,
Massachusetts
|
$5.54M
|
+$38.4K
|
+410
|
+0.7%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.53M
|
+$181K
|
+1,927
|
+4%
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$5.44M
|
+$595K
|
+6,344
|
+13%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$5.24M
|
-$387K
|
-4,129
|
-7%
|
|
