|
1
|
AE Wealth Management
Topeka,
Kansas
|
$45.6M
|
+$277K
|
+5,781
|
+0.6%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$28.6M
|
+$1.3M
|
+27,172
|
+5%
|
|
|
3
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$8.73M
|
+$332K
|
+6,924
|
+4%
|
|
|
4
|
AGF Management
Toronto,
Ontario, Canada
|
$7.94M
|
+$3.65M
|
+76,078
|
+91%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$4.62M
|
-$1.84M
|
-38,338
|
-29%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.9M
|
-$517K
|
-10,776
|
-12%
|
|
|
7
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$3.69M
|
-$1M
|
-20,868
|
-22%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.85M
|
+$157K
|
+3,272
|
+6%
|
|
|
9
|
Steward Partners Investment Advisory
New York
|
$2.76M
|
+$2.64M
|
+55,032
|
+23,823%
|
|
|
10
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.75M
|
+$1.63M
|
+33,876
|
+160%
|
|
|
11
|
|
$2.49M
|
-$28.3K
|
-589
|
-1%
|
|
|
12
|
|
$2.42M
|
-$106K
|
-2,202
|
-4%
|
|
|
13
|
Peak Financial Management
Wellesley,
Massachusetts
|
$2.03M
|
-$188K
|
-3,917
|
-9%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$1.72M
|
-$1.65M
|
-34,377
|
-50%
|
|
|
15
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.63M
|
-$177K
|
-3,687
|
-10%
|
|
|
16
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$1.61M
|
+$150K
|
+3,118
|
+11%
|
|
|
17
|
Mather Group
Chicago,
Illinois
|
$1.6M
|
–
|
–
|
–
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.59M
|
-$5.01M
|
-104,379
|
-77%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$1.53M
|
-$119K
|
-2,477
|
-7%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$1.52M
|
-$1.71M
|
-35,655
|
-54%
|
|
|
21
|
Sunbelt Securities
Houston,
Texas
|
$1.49M
|
-$61.5K
|
-1,281
|
-4%
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$1.31M
|
-$13.7K
|
-286
|
-1%
|
|
|
23
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.31M
|
+$197K
|
+4,099
|
+19%
|
|
|
24
|
Yoder Wealth Management
Walnut Creek,
California
|
$1.11M
|
+$50K
|
+1,042
|
+5%
|
|
|
25
|
Elevated Capital Advisors
Sandy,
Utah
|
$1.09M
|
–
|
–
|
–
|
|
