|
1
|
Lido Advisors
Los Angeles,
California
|
$176M
|
+$15.8M
|
+222,432
|
+10%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$129M
|
-$4.63M
|
-65,353
|
-3%
|
|
|
3
|
AGF Management
Toronto,
Ontario, Canada
|
$57.6M
|
+$5.53M
|
+77,963
|
+10%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$41M
|
-$3.15M
|
-44,424
|
-7%
|
|
|
5
|
|
$22.4M
|
+$3.05M
|
+43,063
|
+15%
|
|
|
6
|
Congress Wealth Management
Boston,
Massachusetts
|
$22.2M
|
-$158K
|
-2,224
|
-0.7%
|
|
|
7
|
Vicus Capital
State College,
Pennsylvania
|
$20.3M
|
-$1.91M
|
-27,004
|
-8%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$19.8M
|
+$4.27M
|
+60,293
|
+27%
|
|
|
9
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$17.2M
|
-$498K
|
-7,019
|
-3%
|
|
|
10
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$14.2M
|
-$69.8K
|
-985
|
-0.5%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14M
|
-$5.33M
|
-75,211
|
-27%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$12.6M
|
+$2.77M
|
+39,124
|
+27%
|
|
|
13
|
Q3 Asset Management
Birmingham,
Michigan
|
$10.5M
|
-$539K
|
-7,609
|
-5%
|
|
|
14
|
Fischer Financial Services
Harrisburg,
Pennsylvania
|
$10.5M
|
-$144K
|
-2,034
|
-1%
|
|
|
15
|
|
$10.2M
|
+$2.71M
|
+38,259
|
+35%
|
|
|
16
|
Independence Financial Advisors
Franklin,
New Hampshire
|
$9.71M
|
+$9.9M
|
+139,669
|
New
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$8.87M
|
+$2.29M
|
+32,338
|
+34%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$8.61M
|
-$1.98M
|
-27,894
|
-18%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.07M
|
+$92.6K
|
+1,306
|
+1%
|
|
|
20
|
Personal CFO Solutions
Chester,
New Jersey
|
$7.72M
|
+$7.88M
|
+111,103
|
New
|
|
|
21
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$6.22M
|
-$10.1M
|
-143,103
|
-62%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$6.18M
|
-$2.4M
|
-33,819
|
-28%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$6.05M
|
+$498K
|
+7,031
|
+9%
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$6.05M
|
+$172K
|
+2,423
|
+3%
|
|
|
25
|
Procyon Advisors
Shelton,
Connecticut
|
$5.22M
|
+$688K
|
+9,707
|
+15%
|
|
