|
1
|
Charles Schwab
San Francisco,
California
|
$125M
|
+$8.33M
|
+167,871
|
+7%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$66.9M
|
+$142K
|
+2,861
|
+0.2%
|
|
|
3
|
AGF Management
Toronto,
Ontario, Canada
|
$29.6M
|
+$6.57M
|
+132,553
|
+28%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$25.8M
|
+$1.59M
|
+31,965
|
+6%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.9M
|
+$862K
|
+17,373
|
+4%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.9M
|
-$6.07M
|
-122,442
|
-27%
|
|
|
7
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$14.5M
|
+$1.58M
|
+31,854
|
+12%
|
|
|
8
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$11M
|
-$45.9K
|
-926
|
-0.4%
|
|
|
9
|
|
$10.6M
|
+$2.19M
|
+44,071
|
+26%
|
|
|
10
|
Marotta Asset Management
Charlottesville,
Virginia
|
$9.93M
|
+$3.46M
|
+69,791
|
+53%
|
|
|
11
|
Larson Financial Group
St Louis,
Missouri
|
$9.26M
|
+$137K
|
+2,772
|
+1%
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$7.9M
|
+$970K
|
+19,553
|
+14%
|
|
|
13
|
Fischer Financial Services
Harrisburg,
Pennsylvania
|
$6.99M
|
-$132K
|
-2,667
|
-2%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$6.47M
|
+$560K
|
+11,297
|
+9%
|
|
|
15
|
Financial Perspectives
Minneapolis,
Minnesota
|
$6.38M
|
+$348K
|
+7,021
|
+6%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.26M
|
-$11.7M
|
-235,751
|
-65%
|
|
|
17
|
|
$6M
|
-$654K
|
-13,184
|
-10%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$5.71M
|
-$156K
|
-3,148
|
-3%
|
|
|
19
|
Adams Wealth Management
Logan,
Utah
|
$5.44M
|
+$1.09M
|
+21,977
|
+25%
|
|
|
20
|
CacheTech Inc
Logan,
Utah
|
$5.44M
|
+$1.09M
|
+21,977
|
+25%
|
|
|
21
|
Grimes & Company
Westborough,
Massachusetts
|
$4.86M
|
+$4.9M
|
+98,759
|
New
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.06M
|
-$366K
|
-7,385
|
-8%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.93M
|
-$1.04M
|
-20,885
|
-21%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$3.9M
|
-$726K
|
-14,644
|
-16%
|
|
|
25
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$3.88M
|
-$119K
|
-2,403
|
-3%
|
|
