|
1
|
Charles Schwab
San Francisco,
California
|
$232M
|
+$12.5M
|
+173,745
|
+6%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$162M
|
-$4.95M
|
-68,959
|
-3%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$115M
|
+$7.79M
|
+108,393
|
+8%
|
|
|
4
|
AGF Management
Toronto,
Ontario, Canada
|
$73.7M
|
+$1.16M
|
+16,167
|
+2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$68.2M
|
-$3.99M
|
-55,557
|
-6%
|
|
|
6
|
|
$44.9M
|
+$3.87M
|
+53,935
|
+10%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$44M
|
+$17M
|
+236,054
|
+71%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$30.3M
|
-$1.13M
|
-15,668
|
-4%
|
|
|
9
|
Weatherly Asset Management
Del Mar,
California
|
$24.2M
|
+$489K
|
+6,806
|
+2%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$21.9M
|
+$1.17M
|
+16,312
|
+6%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$20.9M
|
+$3.96M
|
+55,143
|
+26%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$20.8M
|
-$1.33M
|
-18,546
|
-6%
|
|
|
13
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$19.7M
|
+$18.3M
|
+254,395
|
+3,179,938%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.1M
|
+$3.93M
|
+54,755
|
+28%
|
|
|
15
|
L.J. Altfest & Co
New York
|
$18M
|
+$1.35M
|
+18,786
|
+9%
|
|
|
16
|
TTP Investments
San Jose,
California
|
$17.8M
|
+$16.6M
|
+230,921
|
New
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$16.9M
|
-$1.14M
|
-15,896
|
-7%
|
|
|
18
|
Investors Research Corp
Atlanta,
Georgia
|
$16.7M
|
-$152K
|
-2,111
|
-1%
|
|
|
19
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$16.4M
|
+$15.3M
|
+212,893
|
New
|
|
|
20
|
Marotta Asset Management
Charlottesville,
Virginia
|
$15.9M
|
+$2.64M
|
+36,798
|
+22%
|
|
|
21
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$15.5M
|
-$98.8K
|
-1,376
|
-0.7%
|
|
|
22
|
Aprio Wealth Management
Atlanta,
Georgia
|
$14.4M
|
+$37.6K
|
+523
|
+0.3%
|
|
|
23
|
Gimbal Financial
Carmel,
Indiana
|
$14.3M
|
+$13.3M
|
+184,965
|
New
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$13.8M
|
+$5.01M
|
+69,798
|
+64%
|
|
|
25
|
Fischer Financial Services
Harrisburg,
Pennsylvania
|
$13.5M
|
+$198K
|
+2,755
|
+2%
|
|
