|
1
|
Lido Advisors
Los Angeles,
California
|
$186M
|
-$1.37M
|
-19,713
|
-0.8%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$135M
|
-$2.38M
|
-34,265
|
-2%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$44.1M
|
+$447K
|
+6,442
|
+1%
|
|
|
4
|
AGF Management
Toronto,
Ontario, Canada
|
$42.9M
|
-$17.3M
|
-249,751
|
-30%
|
|
|
5
|
|
$24.5M
|
+$618K
|
+8,908
|
+3%
|
|
|
6
|
Congress Wealth Management
Boston,
Massachusetts
|
$23.1M
|
-$444K
|
-6,405
|
-2%
|
|
|
7
|
Vicus Capital
State College,
Pennsylvania
|
$22.2M
|
+$508K
|
+7,331
|
+3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$18.2M
|
-$2.74M
|
-39,507
|
-14%
|
|
|
9
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$18.1M
|
-$233K
|
-3,362
|
-1%
|
|
|
10
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$16M
|
+$8.76M
|
+126,266
|
+141%
|
|
|
11
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$15.2M
|
+$109K
|
+1,578
|
+0.8%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$11.9M
|
-$1.42M
|
-20,498
|
-11%
|
|
|
13
|
Fischer Financial Services
Harrisburg,
Pennsylvania
|
$11M
|
-$217K
|
-3,133
|
-2%
|
|
|
14
|
|
$10.9M
|
-$6.38K
|
-92
|
-0.1%
|
|
|
15
|
Independence Financial Advisors
Franklin,
New Hampshire
|
$10.7M
|
+$328K
|
+4,736
|
+3%
|
|
|
16
|
Modern Wealth Management
Lenexa,
Kansas
|
$10.2M
|
+$5.56M
|
+80,205
|
+140%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$10.2M
|
+$662K
|
+9,552
|
+7%
|
|
|
18
|
Personal CFO Solutions
Chester,
New Jersey
|
$8.83M
|
+$568K
|
+8,193
|
+7%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$8.8M
|
-$347K
|
-5,002
|
-4%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.6M
|
+$7.63K
|
+110
|
+0.1%
|
|
|
21
|
Procyon Advisors
Shelton,
Connecticut
|
$8.48M
|
+$2.74M
|
+39,453
|
+53%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$7.7M
|
+$3.94M
|
+56,806
|
+120%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$7.57M
|
+$1.05M
|
+15,136
|
+17%
|
|
|
24
|
Two Sigma Investments
New York
|
$7.03M
|
+$6.58M
|
+94,900
|
New
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.97M
|
+$2M
|
+28,870
|
+44%
|
|
