|
1
|
Charles Schwab
San Francisco,
California
|
$116M
|
+$216K
|
+4,222
|
+0.2%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$71.6M
|
+$3.45M
|
+67,375
|
+5%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$22M
|
+$8.76M
|
+171,111
|
+66%
|
|
|
4
|
AGF Management
Toronto,
Ontario, Canada
|
$21.7M
|
+$321K
|
+6,274
|
+1%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.6M
|
-$681K
|
-13,293
|
-3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$19.8M
|
+$2.8M
|
+54,617
|
+16%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.5M
|
+$2.48M
|
+48,453
|
+27%
|
|
|
8
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$11.2M
|
+$127K
|
+2,473
|
+1%
|
|
|
9
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$11.2M
|
+$1.02M
|
+19,935
|
+10%
|
|
|
10
|
Larson Financial Group
St Louis,
Missouri
|
$9.33M
|
+$306K
|
+5,974
|
+3%
|
|
|
11
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$8.93M
|
+$5.93M
|
+115,794
|
+197%
|
|
|
12
|
|
$8.1M
|
+$296K
|
+5,784
|
+4%
|
|
|
13
|
Fischer Financial Services
Harrisburg,
Pennsylvania
|
$7.42M
|
+$410
|
+8
|
+0%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$6.85M
|
+$580K
|
+11,328
|
+9%
|
|
|
15
|
|
$6.24M
|
–
|
–
|
–
|
|
|
16
|
Financial Perspectives
Minneapolis,
Minnesota
|
$6.13M
|
+$273K
|
+5,328
|
+5%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$6.03M
|
+$274K
|
+5,342
|
+5%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$5.68M
|
+$5.13M
|
+100,267
|
+926%
|
|
|
19
|
Adams Wealth Management
Logan,
Utah
|
$5.26M
|
-$12.7K
|
-248
|
-0.2%
|
|
|
20
|
CacheTech Inc
Logan,
Utah
|
$5.26M
|
-$12.7K
|
-248
|
-0.2%
|
|
|
21
|
Marotta Asset Management
Charlottesville,
Virginia
|
$5.25M
|
+$625K
|
+12,204
|
+14%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.06M
|
-$12.6K
|
-246
|
-0.2%
|
|
|
23
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$5.06M
|
+$436K
|
+8,523
|
+9%
|
|
|
24
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$4.87M
|
-$1.77M
|
-34,541
|
-27%
|
|
|
25
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.67M
|
-$142K
|
-2,765
|
-3%
|
|
