|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$34M
|
+$2.72M
|
+53,937
|
+9%
|
|
|
2
|
Roosevelt Investment Group
New York
|
$18.6M
|
+$1.82M
|
+36,174
|
+11%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.8M
|
+$588K
|
+11,670
|
+4%
|
|
|
4
|
Kestra Advisory Services
Austin,
Texas
|
$16M
|
-$181K
|
-3,597
|
-1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$14.7M
|
-$15.9M
|
-315,879
|
-53%
|
|
|
6
|
Bryant Woods Investment Advisors
Getzville,
New York
|
$13.6M
|
+$13.1M
|
+260,604
|
New
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.3M
|
-$1.84M
|
-36,428
|
-13%
|
|
|
8
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$13M
|
+$12.6M
|
+249,300
|
New
|
|
|
9
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$10.7M
|
+$10.3M
|
+204,688
|
New
|
|
|
10
|
Lido Advisors
Los Angeles,
California
|
$10.2M
|
-$826K
|
-16,398
|
-8%
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$6.8M
|
-$820K
|
-16,262
|
-11%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$6.65M
|
+$188K
|
+3,735
|
+3%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$5.88M
|
+$1.64M
|
+32,445
|
+41%
|
|
|
14
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$4.37M
|
-$211K
|
-4,196
|
-5%
|
|
|
15
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$4.23M
|
-$309K
|
-6,138
|
-7%
|
|
|
16
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$3.95M
|
+$174K
|
+3,452
|
+5%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.74M
|
–
|
–
|
–
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.07M
|
+$2.96M
|
+58,708
|
New
|
|
|
19
|
Weaver Consulting Group
Huntington Beach,
California
|
$2.7M
|
-$90.1K
|
-1,788
|
-3%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.6M
|
+$339K
|
+6,724
|
+16%
|
|
|
21
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$2.3M
|
+$363K
|
+7,199
|
+20%
|
|
|
22
|
Atria Investments
Charlotte,
North Carolina
|
$1.84M
|
+$9.53K
|
+189
|
+0.5%
|
|
|
23
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.77M
|
+$151
|
+3
|
+0%
|
|
|
24
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.75M
|
–
|
–
|
–
|
|
|
25
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$1.58M
|
+$1.52M
|
+30,241
|
New
|
|
