|
1
|
Lido Advisors
Los Angeles,
California
|
$119M
|
+$6.05M
|
+87,118
|
+5%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$107M
|
+$4.92M
|
+70,747
|
+5%
|
|
|
3
|
AGF Management
Toronto,
Ontario, Canada
|
$39M
|
+$6.2M
|
+89,224
|
+18%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$34.2M
|
+$230K
|
+3,308
|
+0.6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$33.8M
|
+$9.37M
|
+134,889
|
+35%
|
|
|
6
|
|
$30.2M
|
+$3.13M
|
+45,041
|
+11%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$17.5M
|
+$1.66M
|
+23,828
|
+10%
|
|
|
8
|
RWA Wealth Partners
Newton,
Massachusetts
|
$16.7M
|
-$182K
|
-2,613
|
-1%
|
|
|
9
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$16.7M
|
+$4.78M
|
+68,775
|
+37%
|
|
|
10
|
Weatherly Asset Management
Del Mar,
California
|
$16.5M
|
+$1.25M
|
+18,027
|
+8%
|
|
|
11
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$16.3M
|
-$496K
|
-7,139
|
-3%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$15.8M
|
+$869K
|
+12,504
|
+5%
|
|
|
13
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$14M
|
+$6.59M
|
+94,881
|
+79%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$12.9M
|
+$13.7M
|
+197,456
|
New
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$12.4M
|
+$343K
|
+4,940
|
+3%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$11.9M
|
-$538K
|
-7,747
|
-4%
|
|
|
17
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$11.7M
|
+$566K
|
+8,144
|
+5%
|
|
|
18
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$11.1M
|
+$74.5K
|
+1,072
|
+0.6%
|
|
|
19
|
Fischer Financial Services
Harrisburg,
Pennsylvania
|
$10.8M
|
+$11.5M
|
+165,298
|
New
|
|
|
20
|
Vicus Capital
State College,
Pennsylvania
|
$10.8M
|
+$466K
|
+6,702
|
+4%
|
|
|
21
|
Investors Research Corp
Atlanta,
Georgia
|
$10.7M
|
+$692K
|
+9,953
|
+6%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10M
|
-$18.3K
|
-264
|
-0.2%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$9.81M
|
-$1.3M
|
-18,761
|
-11%
|
|
|
24
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$9.44M
|
+$10M
|
+144,507
|
New
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.41M
|
-$1.92M
|
-27,582
|
-16%
|
|
