|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$28.2M
|
+$742K
|
+17,303
|
+3%
|
|
|
2
|
Roosevelt Investment Group
New York
|
$14.4M
|
+$687K
|
+16,025
|
+5%
|
|
|
3
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$14.2M
|
-$524K
|
-12,217
|
-4%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.1M
|
+$153K
|
+3,575
|
+1%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$12.8M
|
+$4.29K
|
+100
|
+0%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.1M
|
+$490K
|
+11,422
|
+4%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$11.1M
|
-$1.71M
|
-39,786
|
-14%
|
|
|
8
|
|
$10.4M
|
+$449K
|
+10,460
|
+5%
|
|
|
9
|
Lido Advisors
Los Angeles,
California
|
$9.7M
|
-$85.7K
|
-1,999
|
-0.9%
|
|
|
10
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$6.18M
|
+$82.5K
|
+1,924
|
+1%
|
|
|
11
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$5.37M
|
-$986K
|
-22,981
|
-16%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$5.1M
|
+$34.9K
|
+813
|
+0.7%
|
|
|
13
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$4.23M
|
+$537K
|
+12,512
|
+15%
|
|
|
14
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$3.77M
|
+$214
|
+5
|
+0%
|
|
|
15
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$3.18M
|
+$103K
|
+2,406
|
+3%
|
|
|
16
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$3.12M
|
+$541K
|
+12,607
|
+22%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.96M
|
–
|
–
|
–
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$2.46M
|
+$589K
|
+13,730
|
+32%
|
|
|
19
|
Weaver Consulting Group
Huntington Beach,
California
|
$2.35M
|
-$35.6K
|
-829
|
-2%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2M
|
-$335K
|
-7,813
|
-15%
|
|
|
21
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.74M
|
+$206K
|
+4,808
|
+14%
|
|
|
22
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.63M
|
–
|
–
|
–
|
|
|
23
|
Atria Investments
Charlotte,
North Carolina
|
$1.61M
|
+$1.57M
|
+36,664
|
New
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.54M
|
+$164K
|
+3,831
|
+12%
|
|
|
25
|
International Assets Investment Management
Orlando,
Florida
|
$1.5M
|
+$558K
|
+13,011
|
+60%
|
|
