|
1
|
Lido Advisors
Los Angeles,
California
|
$145M
|
-$5.11M
|
-83,091
|
-4%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$128M
|
-$2.3M
|
-37,460
|
-2%
|
|
|
3
|
AGF Management
Toronto,
Ontario, Canada
|
$30.9M
|
+$11.7M
|
+190,137
|
+65%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24.5M
|
+$1.33M
|
+21,578
|
+6%
|
|
|
5
|
Congress Wealth Management
Boston,
Massachusetts
|
$20.3M
|
+$253K
|
+4,120
|
+1%
|
|
|
6
|
Vicus Capital
State College,
Pennsylvania
|
$17.4M
|
+$16.7M
|
+271,794
|
New
|
|
|
7
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$17.2M
|
-$1M
|
-16,281
|
-6%
|
|
|
8
|
|
$16.8M
|
+$662K
|
+10,769
|
+4%
|
|
|
9
|
Q3 Asset Management
Birmingham,
Michigan
|
$14.1M
|
+$13.5M
|
+220,180
|
New
|
|
|
10
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$12.2M
|
-$230K
|
-3,743
|
-2%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$9.83M
|
-$8.36K
|
-136
|
-0.1%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.22M
|
-$1.48M
|
-24,144
|
-14%
|
|
|
13
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$8.67M
|
+$978K
|
+15,899
|
+13%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.55M
|
+$2.2M
|
+35,760
|
+36%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$8.08M
|
-$65.4K
|
-1,064
|
-0.8%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$7.69M
|
-$66.8K
|
-1,086
|
-0.9%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.42M
|
-$1.18M
|
-19,188
|
-14%
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$7.19M
|
–
|
–
|
–
|
|
|
19
|
LPL Financial
San Diego,
California
|
$6.64M
|
-$2.16M
|
-35,113
|
-25%
|
|
|
20
|
|
$6.18M
|
-$55K
|
-895
|
-0.9%
|
|
|
21
|
Quantitative Strategies
Calabasas,
California
|
$5.68M
|
+$170K
|
+2,767
|
+3%
|
|
|
22
|
Personal CFO Solutions
Chester,
New Jersey
|
$5.23M
|
+$5.04M
|
+81,942
|
New
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$4.97M
|
+$526K
|
+8,552
|
+12%
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$4.73M
|
+$734K
|
+11,942
|
+19%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.21M
|
-$1.41M
|
-22,913
|
-26%
|
|
