|
1
|
Bank of America
Charlotte,
North Carolina
|
$54.6M
|
+$44.5M
|
+951,574
|
+349%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$25.8M
|
-$2.18M
|
-46,571
|
-7%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$22.9M
|
+$11.3M
|
+241,981
|
+89%
|
|
|
4
|
Roosevelt Investment Group
New York
|
$22.4M
|
+$231K
|
+4,942
|
+1%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.6M
|
+$709K
|
+15,148
|
+5%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.2M
|
-$214K
|
-4,572
|
-2%
|
|
|
7
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$11.4M
|
-$161K
|
-3,447
|
-1%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$10.9M
|
-$1.88M
|
-40,117
|
-14%
|
|
|
9
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$10.5M
|
+$294K
|
+6,274
|
+3%
|
|
|
10
|
Lido Advisors
Los Angeles,
California
|
$8.22M
|
-$112K
|
-2,385
|
-1%
|
|
|
11
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$6.9M
|
-$944K
|
-20,172
|
-12%
|
|
|
12
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$5.52M
|
-$7.82K
|
-167
|
-0.1%
|
|
|
13
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.04M
|
+$78.5K
|
+1,678
|
+2%
|
|
|
14
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$3.59M
|
-$3.18K
|
-68
|
-0.1%
|
|
|
15
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$3.35M
|
-$8.66K
|
-185
|
-0.2%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$3.29M
|
+$338K
|
+7,226
|
+11%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.22M
|
+$687K
|
+14,672
|
+26%
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.64M
|
+$13.9K
|
+297
|
+0.5%
|
|
|
19
|
Weaver Consulting Group
Huntington Beach,
California
|
$2.36M
|
+$50K
|
+1,068
|
+2%
|
|
|
20
|
Bryant Woods Investment Advisors
Getzville,
New York
|
$2M
|
-$929K
|
-19,854
|
-31%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.99M
|
-$39.9K
|
-852
|
-2%
|
|
|
22
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.74M
|
-$90.2K
|
-1,928
|
-5%
|
|
|
23
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.47M
|
–
|
–
|
–
|
|
|
24
|
Barber Financial Group
Lenexa,
Kansas
|
$1.47M
|
+$1.54M
|
+32,851
|
New
|
|
|
25
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$1.45M
|
-$500K
|
-10,687
|
-25%
|
|
