|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$32.6M
|
+$2.7M
|
+59,044
|
+9%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$31M
|
+$8.78M
|
+192,143
|
+40%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$25.8M
|
+$25.5M
|
+558,971
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$24.8M
|
+$11.2M
|
+244,809
|
+84%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.3M
|
+$2.88M
|
+62,988
|
+18%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.9M
|
+$4.25M
|
+93,115
|
+29%
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
$18.6M
|
+$3.6M
|
+78,861
|
+24%
|
|
|
8
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$13.5M
|
+$1.61M
|
+35,148
|
+14%
|
|
|
9
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$11.1M
|
-$36.7K
|
-804
|
-0.3%
|
|
|
10
|
Lido Advisors
Los Angeles,
California
|
$8.22M
|
-$94.5K
|
-2,068
|
-1%
|
|
|
11
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$6.59M
|
-$480K
|
-10,514
|
-7%
|
|
|
12
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$5.2M
|
-$358K
|
-7,833
|
-7%
|
|
|
13
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$4.45M
|
+$760K
|
+16,636
|
+21%
|
|
|
14
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.08M
|
-$138K
|
-3,024
|
-3%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$3.83M
|
+$364K
|
+7,969
|
+11%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.69M
|
+$1.7M
|
+37,263
|
+88%
|
|
|
17
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$3.39M
|
+$63.2K
|
+1,384
|
+2%
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.64M
|
+$959
|
+21
|
+0%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.49M
|
-$511K
|
-11,186
|
-17%
|
|
|
20
|
Weaver Consulting Group
Huntington Beach,
California
|
$2.35M
|
–
|
–
|
–
|
|
|
21
|
Running Point Capital Advisors
El Segundo,
California
|
$2.05M
|
+$667K
|
+14,594
|
+49%
|
|
|
22
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.96M
|
+$58.2K
|
+1,275
|
+3%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.57M
|
+$1.55M
|
+34,024
|
New
|
|
|
24
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.52M
|
–
|
–
|
–
|
|
|
25
|
Eaton Financial Holdings
Coral Springs,
Florida
|
$1.38M
|
+$1.36M
|
+29,790
|
New
|
|
