|
1
|
Lido Advisors
Los Angeles,
California
|
$152M
|
+$12.1M
|
+122,734
|
+9%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$126M
|
+$891K
|
+9,018
|
+0.7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$95.5M
|
+$467K
|
+4,720
|
+0.5%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$78.5M
|
+$8.18M
|
+82,744
|
+12%
|
|
|
5
|
Richard Bernstein Advisors
New York
|
$50.6M
|
-$1.39M
|
-14,028
|
-3%
|
|
|
6
|
AGF Management
Toronto,
Ontario, Canada
|
$31.1M
|
+$2.76M
|
+27,946
|
+10%
|
|
|
7
|
|
$18.7M
|
-$19.7K
|
-199
|
-0.1%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$15.2M
|
+$8.2M
|
+82,996
|
+128%
|
|
|
9
|
Fischer Financial Services
Harrisburg,
Pennsylvania
|
$14.4M
|
-$111K
|
-1,119
|
-0.8%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$14M
|
+$2.17M
|
+21,962
|
+19%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.2M
|
+$891K
|
+9,018
|
+8%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.9M
|
-$3.39M
|
-34,253
|
-23%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.3M
|
+$843K
|
+8,531
|
+8%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.29M
|
+$4.81M
|
+48,712
|
+117%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$8.45M
|
-$176K
|
-1,781
|
-2%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$8.14M
|
-$142K
|
-1,441
|
-2%
|
|
|
17
|
Fisher Asset Management
Camas,
Washington
|
$7.06M
|
-$201K
|
-2,038
|
-3%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$6.34M
|
+$108K
|
+1,095
|
+2%
|
|
|
19
|
Independence Financial Advisors
Franklin,
New Hampshire
|
$6.12M
|
+$89.2K
|
+903
|
+2%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.34M
|
-$38.2K
|
-386
|
-0.7%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$5.33M
|
-$202K
|
-2,039
|
-4%
|
|
|
22
|
KCM Investment Advisors
Greenbrae,
California
|
$5.21M
|
–
|
–
|
–
|
|
|
23
|
SFI Advisors
Montclair,
New Jersey
|
$5.06M
|
-$86.6K
|
-876
|
-2%
|
|
|
24
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5M
|
+$2.53M
|
+25,550
|
+111%
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$4.92M
|
+$323K
|
+3,266
|
+7%
|
|
