|
1
|
Lido Advisors
Los Angeles,
California
|
$140M
|
+$1.97M
|
+19,658
|
+1%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$122M
|
+$6.31M
|
+62,980
|
+5%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$103M
|
+$13.7M
|
+136,414
|
+14%
|
|
|
4
|
AGF Management
Toronto,
Ontario, Canada
|
$28M
|
-$195K
|
-1,947
|
-0.6%
|
|
|
5
|
|
$23.1M
|
+$4.4M
|
+43,957
|
+22%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$18.5M
|
-$65.5M
|
-653,615
|
-77%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$17.4M
|
-$2.59M
|
-25,878
|
-12%
|
|
|
8
|
Fischer Financial Services
Harrisburg,
Pennsylvania
|
$13.2M
|
+$403K
|
+4,024
|
+3%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.8M
|
-$2.94M
|
-29,389
|
-19%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$11.3M
|
-$1.25M
|
-12,529
|
-9%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$8.07M
|
+$436K
|
+4,351
|
+5%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.02M
|
+$1.85M
|
+18,482
|
+33%
|
|
|
13
|
Independence Financial Advisors
Franklin,
New Hampshire
|
$6.35M
|
+$631K
|
+6,297
|
+10%
|
|
|
14
|
Fisher Asset Management
Camas,
Washington
|
$6.24M
|
-$46.4K
|
-463
|
-0.7%
|
|
|
15
|
Yoder Wealth Management
Walnut Creek,
California
|
$5.55M
|
+$765K
|
+7,637
|
+15%
|
|
|
16
|
Keystone Global Partners
Denver,
Colorado
|
$5.51M
|
+$183K
|
+1,825
|
+3%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$5.28M
|
-$410K
|
-4,096
|
-7%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$5.24M
|
+$282K
|
+2,814
|
+5%
|
|
|
19
|
|
$4.79M
|
+$1.59M
|
+15,855
|
+45%
|
|
|
20
|
KCM Investment Advisors
Greenbrae,
California
|
$4.73M
|
+$4.21K
|
+42
|
+0.1%
|
|
|
21
|
|
$4.63M
|
+$4.97M
|
+49,670
|
New
|
|
|
22
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$4.41M
|
-$938K
|
-9,368
|
-17%
|
|
|
23
|
Two Sigma Investments
New York
|
$4.36M
|
-$1.12M
|
-11,200
|
-19%
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$4.21M
|
+$279K
|
+2,781
|
+7%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.92M
|
-$3.72M
|
-37,118
|
-47%
|
|
