|
1
|
Bank of America
Charlotte,
North Carolina
|
$28.4M
|
+$727K
|
+14,852
|
+3%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$28.4M
|
-$2.18M
|
-44,646
|
-7%
|
|
|
3
|
Roosevelt Investment Group
New York
|
$15.2M
|
-$158K
|
-3,231
|
-1%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.7M
|
+$60.7K
|
+1,241
|
+0.4%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$14.7M
|
+$2.08M
|
+42,471
|
+16%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.8M
|
+$1.47M
|
+30,087
|
+12%
|
|
|
7
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$10.8M
|
+$6.46M
|
+132,093
|
+139%
|
|
|
8
|
Lido Advisors
Los Angeles,
California
|
$10M
|
-$405K
|
-8,274
|
-4%
|
|
|
9
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$6.95M
|
-$366K
|
-7,484
|
-5%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$5.86M
|
+$269K
|
+5,504
|
+5%
|
|
|
11
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$4.17M
|
+$40.6K
|
+830
|
+1%
|
|
|
12
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$4.14M
|
-$890K
|
-18,191
|
-17%
|
|
|
13
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.99M
|
–
|
–
|
–
|
|
|
14
|
Fidelity Investments
Boston,
Massachusetts
|
$3.79M
|
+$1.31M
|
+26,737
|
+50%
|
|
|
15
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$3.61M
|
+$164K
|
+3,352
|
+5%
|
|
|
16
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$3.42M
|
+$438K
|
+8,947
|
+14%
|
|
|
17
|
Weaver Consulting Group
Huntington Beach,
California
|
$2.54M
|
-$8.42K
|
-172
|
-0.3%
|
|
|
18
|
|
$2.14M
|
+$1.22M
|
+25,000
|
+124%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.05M
|
+$100K
|
+2,046
|
+5%
|
|
|
20
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$1.75M
|
+$343K
|
+7,013
|
+24%
|
|
|
21
|
GeoWealth Management
Chicago,
Illinois
|
$1.71M
|
+$1.76M
|
+35,960
|
New
|
|
|
22
|
Atria Investments
Charlotte,
North Carolina
|
$1.66M
|
-$280K
|
-5,717
|
-14%
|
|
|
23
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.61M
|
+$1.09M
|
+22,343
|
+194%
|
|
|
24
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.59M
|
–
|
–
|
–
|
|
|
25
|
Advisory Services Network
Atlanta,
Georgia
|
$1.41M
|
-$7.06M
|
-144,308
|
-83%
|
|
