|
1
|
Lido Advisors
Los Angeles,
California
|
$167M
|
-$6.19M
|
-66,004
|
-4%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$140M
|
+$10M
|
+106,734
|
+8%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$93.8M
|
+$4.92M
|
+52,383
|
+6%
|
|
|
4
|
AGF Management
Toronto,
Ontario, Canada
|
$50.8M
|
+$811K
|
+8,644
|
+2%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$39.9M
|
+$1.09M
|
+11,617
|
+3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$28.5M
|
+$1.01M
|
+10,728
|
+4%
|
|
|
7
|
Vicus Capital
State College,
Pennsylvania
|
$25.9M
|
+$19.7M
|
+209,505
|
+416%
|
|
|
8
|
|
$21.9M
|
+$511K
|
+5,447
|
+3%
|
|
|
9
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$18.4M
|
+$203K
|
+2,166
|
+1%
|
|
|
10
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$16.1M
|
+$9.55M
|
+101,753
|
+170%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$14.5M
|
+$320K
|
+3,412
|
+2%
|
|
|
12
|
Independence Financial Advisors
Franklin,
New Hampshire
|
$13.6M
|
+$564K
|
+6,012
|
+5%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$12.6M
|
-$350K
|
-3,732
|
-3%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$12.4M
|
+$1.85M
|
+19,765
|
+19%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$12.3M
|
-$776K
|
-8,273
|
-6%
|
|
|
16
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$11.4M
|
+$209K
|
+2,231
|
+2%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$10.6M
|
-$1.97M
|
-21,037
|
-17%
|
|
|
18
|
Kestra Private Wealth Services
Austin,
Texas
|
$9.98M
|
+$410K
|
+4,367
|
+5%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$9.96M
|
+$1.02M
|
+10,840
|
+12%
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$9.17M
|
+$1.05M
|
+11,158
|
+14%
|
|
|
21
|
Yoder Wealth Management
Walnut Creek,
California
|
$7.94M
|
+$337K
|
+3,589
|
+5%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.83M
|
-$1.32M
|
-14,015
|
-15%
|
|
|
23
|
Arax Advisory Partners
Denver,
Colorado
|
$7.39M
|
+$6.9M
|
+73,557
|
+12,552%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$7.32M
|
+$78.7K
|
+839
|
+1%
|
|
|
25
|
NewEdge Advisors
New Orleans,
Louisiana
|
$7.18M
|
+$473K
|
+5,040
|
+8%
|
|
