|
1
|
Lido Advisors
Los Angeles,
California
|
$207M
|
+$270K
|
+3,567
|
+0.1%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$146M
|
+$3.88M
|
+51,401
|
+3%
|
|
|
3
|
AGF Management
Toronto,
Ontario, Canada
|
$67.3M
|
+$904K
|
+11,965
|
+1%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$36.9M
|
+$1.94M
|
+25,627
|
+6%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$32.2M
|
-$1.19M
|
-15,799
|
-4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$27M
|
+$4.23M
|
+56,045
|
+19%
|
|
|
7
|
Sava Pension Fund (Sava Penzisko Drushtvo)
Skopje,
|
$26.6M
|
–
|
–
|
–
|
|
|
8
|
|
$26.1M
|
+$1.04M
|
+13,767
|
+4%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$19.3M
|
-$1.94M
|
-25,672
|
-9%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17M
|
+$759K
|
+10,040
|
+5%
|
|
|
11
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$16.8M
|
+$491K
|
+6,497
|
+3%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$16.1M
|
+$4.88M
|
+64,555
|
+45%
|
|
|
13
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$14.7M
|
-$1.2M
|
-15,858
|
-8%
|
|
|
14
|
Independence Financial Advisors
Franklin,
New Hampshire
|
$11.7M
|
+$352K
|
+4,661
|
+3%
|
|
|
15
|
Fischer Financial Services
Harrisburg,
Pennsylvania
|
$10.9M
|
-$412K
|
-5,456
|
-4%
|
|
|
16
|
|
$10.7M
|
-$262K
|
-3,462
|
-2%
|
|
|
17
|
Procyon Advisors
Shelton,
Connecticut
|
$10.2M
|
+$354K
|
+4,679
|
+4%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$9.63M
|
+$1.08M
|
+14,350
|
+13%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.44M
|
+$4.62M
|
+61,115
|
+101%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$9.26M
|
-$3.44M
|
-45,573
|
-28%
|
|
|
21
|
Personal CFO Solutions
Chester,
New Jersey
|
$9.05M
|
-$148K
|
-1,963
|
-2%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$8.95M
|
-$214K
|
-2,835
|
-2%
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
$8.59M
|
+$605K
|
+8,002
|
+8%
|
|
|
24
|
Modern Wealth Management
Lenexa,
Kansas
|
$7.42M
|
-$577K
|
-7,639
|
-7%
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$7.1M
|
+$410K
|
+5,428
|
+6%
|
|
