|
1
|
Lido Advisors
Los Angeles,
California
|
$574M
|
-$43.6M
|
-166,697
|
-8%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$384M
|
-$17.6M
|
-67,244
|
-5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$272M
|
-$7.27M
|
-27,822
|
-3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$219M
|
+$17.1M
|
+65,402
|
+9%
|
|
|
5
|
AGF Management
Toronto,
Ontario, Canada
|
$197M
|
+$3.06M
|
+11,694
|
+2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$191M
|
-$4.66M
|
-17,819
|
-3%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$191M
|
+$284K
|
+1,087
|
+0.2%
|
|
|
8
|
|
$116M
|
+$1.27M
|
+4,854
|
+1%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$102M
|
-$5.88M
|
-22,481
|
-6%
|
|
|
10
|
Kestra Investment Management
Austin,
Texas
|
$92.3M
|
-$58.6M
|
-224,214
|
-41%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$91.4M
|
-$5.92M
|
-22,641
|
-7%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$85.9M
|
+$8.08M
|
+30,915
|
+11%
|
|
|
13
|
|
$77.4M
|
+$70.9M
|
+271,093
|
New
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$73.6M
|
-$209K
|
-800
|
-0.3%
|
|
|
15
|
Portfolio Strategies
Monsey,
New York
|
$67.7M
|
+$16.2K
|
+62
|
+0%
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$60.6M
|
-$1.18M
|
-4,521
|
-2%
|
|
|
17
|
Principal Securities
Des Moines,
Iowa
|
$56.8M
|
-$3.7M
|
-14,161
|
-7%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$51.5M
|
-$854K
|
-3,265
|
-2%
|
|
|
19
|
|
$43.1M
|
+$365K
|
+1,397
|
+0.9%
|
|
|
20
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$42.4M
|
+$25.9M
|
+98,968
|
+200%
|
|
|
21
|
Independence Financial Advisors
Franklin,
New Hampshire
|
$40.3M
|
+$17.4M
|
+66,435
|
+89%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$37.3M
|
+$4.82M
|
+18,440
|
+16%
|
|
|
23
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$33.7M
|
+$3.27M
|
+12,517
|
+12%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$32.8M
|
+$7.95M
|
+30,401
|
+36%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$31.8M
|
+$158K
|
+606
|
+0.5%
|
|
