|
1
|
Lido Advisors
Los Angeles,
California
|
$206M
|
+$14.8M
|
+196,045
|
+8%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$140M
|
+$751K
|
+9,973
|
+0.5%
|
|
|
3
|
AGF Management
Toronto,
Ontario, Canada
|
$65.2M
|
+$20.7M
|
+274,708
|
+47%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$34.2M
|
-$11.1M
|
-147,265
|
-25%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$32.9M
|
+$23.7M
|
+314,282
|
+271%
|
|
|
6
|
Sava Pension Fund (Sava Penzisko Drushtvo)
Skopje,
|
$26.1M
|
+$25.7M
|
+341,872
|
New
|
|
|
7
|
|
$24.6M
|
-$747K
|
-9,916
|
-3%
|
|
|
8
|
Vicus Capital
State College,
Pennsylvania
|
$23.7M
|
+$809K
|
+10,742
|
+4%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$22.3M
|
+$3.5M
|
+46,420
|
+19%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$20.9M
|
+$20.1M
|
+266,401
|
+3,442%
|
|
|
11
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$18M
|
-$632K
|
-8,385
|
-3%
|
|
|
12
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$16M
|
+$316K
|
+4,190
|
+2%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16M
|
+$8.67M
|
+115,117
|
+123%
|
|
|
14
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$15.7M
|
-$783K
|
-10,399
|
-5%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$12.6M
|
+$259K
|
+3,445
|
+2%
|
|
|
16
|
Independence Financial Advisors
Franklin,
New Hampshire
|
$11.2M
|
+$142K
|
+1,891
|
+1%
|
|
|
17
|
Fischer Financial Services
Harrisburg,
Pennsylvania
|
$11.2M
|
-$152K
|
-2,020
|
-1%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$10.8M
|
+$373K
|
+4,957
|
+4%
|
|
|
19
|
|
$10.8M
|
-$421K
|
-5,588
|
-4%
|
|
|
20
|
Procyon Advisors
Shelton,
Connecticut
|
$9.62M
|
+$866K
|
+11,492
|
+10%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$9.25M
|
+$1.29M
|
+17,188
|
+17%
|
|
|
22
|
Personal CFO Solutions
Chester,
New Jersey
|
$9.03M
|
-$71.3K
|
-946
|
-0.8%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$9.01M
|
-$70.4K
|
-935
|
-0.8%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$8.36M
|
+$550K
|
+7,302
|
+7%
|
|
|
25
|
Modern Wealth Management
Lenexa,
Kansas
|
$7.87M
|
-$2.6M
|
-34,483
|
-25%
|
|
