|
1
|
Charles Schwab
San Francisco,
California
|
$123M
|
+$125M
|
+1,885,060
|
New
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$97.3M
|
+$3.59M
|
+54,276
|
+4%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$45.5M
|
+$5.96M
|
+90,105
|
+15%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$40.8M
|
+$610K
|
+9,222
|
+1%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.7M
|
+$2.96M
|
+44,827
|
+17%
|
|
|
6
|
Vicus Capital
State College,
Pennsylvania
|
$14.4M
|
+$14.6M
|
+220,168
|
New
|
|
|
7
|
|
$13.9M
|
+$890K
|
+13,461
|
+7%
|
|
|
8
|
AGF Management
Toronto,
Ontario, Canada
|
$11.4M
|
+$1.79M
|
+27,030
|
+18%
|
|
|
9
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$10.1M
|
-$135K
|
-2,035
|
-1%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.02M
|
+$5.49K
|
+83
|
+0.1%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$8M
|
+$1.23M
|
+18,640
|
+18%
|
|
|
12
|
Buska Wealth Management
Wausau,
Wisconsin
|
$6.62M
|
+$1.42M
|
+21,433
|
+27%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.07M
|
-$460K
|
-6,958
|
-7%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$5.9M
|
+$1.07M
|
+16,117
|
+22%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$5.78M
|
-$481K
|
-7,274
|
-8%
|
|
|
16
|
Personal CFO Solutions
Chester,
New Jersey
|
$5.42M
|
-$75.3K
|
-1,139
|
-1%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$5.37M
|
+$477K
|
+7,218
|
+10%
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.23M
|
-$180K
|
-2,727
|
-3%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.9M
|
+$103K
|
+1,561
|
+2%
|
|
|
20
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$4.76M
|
+$4.8M
|
+72,590
|
New
|
|
|
21
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$4.07M
|
-$97.9K
|
-1,481
|
-2%
|
|
|
22
|
Advisory Services Network
Atlanta,
Georgia
|
$4.01M
|
-$937K
|
-14,168
|
-19%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$3.7M
|
+$64.5K
|
+975
|
+2%
|
|
|
24
|
Yoder Wealth Management
Walnut Creek,
California
|
$3.57M
|
+$35.6K
|
+539
|
+1%
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$3.22M
|
+$300K
|
+4,529
|
+10%
|
|
