|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$556M
|
-$56.1M
|
-818,506
|
-9%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$47.9M
|
-$783K
|
-11,423
|
-2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.5M
|
+$671K
|
+9,779
|
+2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$29.1M
|
+$512K
|
+7,469
|
+2%
|
|
|
5
|
Campbell Deegan Wealth Management
Richmond,
Virginia
|
$23.1M
|
+$448K
|
+6,531
|
+2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$19.3M
|
-$1.42M
|
-20,665
|
-7%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$18.4M
|
+$873K
|
+12,728
|
+5%
|
|
|
8
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$17.4M
|
+$10.1M
|
+147,473
|
+138%
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$14.7M
|
+$1.51M
|
+22,059
|
+11%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$12.7M
|
+$12.1M
|
+175,761
|
+1,667%
|
|
|
11
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$12.7M
|
-$421K
|
-6,142
|
-3%
|
|
|
12
|
|
$12.4M
|
-$1.35M
|
-19,678
|
-10%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$11.8M
|
-$1.94M
|
-28,297
|
-14%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$9.94M
|
-$86.4K
|
-1,260
|
-0.9%
|
|
|
15
|
49 Wealth Management
Austin,
Texas
|
$9.1M
|
+$9.14M
|
+133,211
|
New
|
|
|
16
|
|
$9.1M
|
+$9.14M
|
+133,211
|
New
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$8.43M
|
+$497K
|
+7,240
|
+6%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.27M
|
+$2.64M
|
+38,494
|
+47%
|
|
|
19
|
|
$7.97M
|
+$5.37M
|
+78,260
|
+204%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.72M
|
-$387K
|
-5,649
|
-5%
|
|
|
21
|
GFG Capital
Miami,
Florida
|
$6.88M
|
-$234K
|
-3,405
|
-3%
|
|
|
22
|
Lido Advisors
Los Angeles,
California
|
$6.77M
|
-$704K
|
-10,264
|
-9%
|
|
|
23
|
Kennedy Investment Group
West Depford,
New Jersey
|
$6.57M
|
+$6.59M
|
+96,159
|
New
|
|
|
24
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$6.39M
|
+$648K
|
+9,450
|
+11%
|
|
|
25
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$6.22M
|
+$1.94M
|
+28,346
|
+45%
|
|
