|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$40.3M
|
+$8.31M
|
+178,544
|
+27%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$33.6M
|
+$111K
|
+2,380
|
+0.3%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$26.6M
|
+$77.5K
|
+1,667
|
+0.3%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.1M
|
+$282K
|
+6,069
|
+1%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.8M
|
-$1.58M
|
-34,059
|
-8%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$14.1M
|
-$11.1M
|
-238,953
|
-45%
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
$13.1M
|
-$5.89M
|
-126,524
|
-31%
|
|
|
8
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$13M
|
-$982K
|
-21,114
|
-7%
|
|
|
9
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$11M
|
-$370K
|
-7,951
|
-3%
|
|
|
10
|
Lido Advisors
Los Angeles,
California
|
$8.29M
|
-$156K
|
-3,358
|
-2%
|
|
|
11
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$5.78M
|
-$969K
|
-20,837
|
-15%
|
|
|
12
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$4.73M
|
-$603K
|
-12,971
|
-12%
|
|
|
13
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$4.7M
|
+$113K
|
+2,433
|
+3%
|
|
|
14
|
Summit X LLC
Chesterfield,
Missouri
|
$4.68M
|
+$4.58M
|
+98,492
|
New
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.44M
|
+$308K
|
+6,623
|
+8%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.07M
|
+$279K
|
+6,003
|
+8%
|
|
|
17
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$3.8M
|
+$309K
|
+6,640
|
+9%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$3.68M
|
-$253K
|
-5,445
|
-7%
|
|
|
19
|
|
$2.78M
|
+$2.72M
|
+58,469
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.49M
|
-$68.7K
|
-1,477
|
-3%
|
|
|
21
|
Weaver Consulting Group
Huntington Beach,
California
|
$2.42M
|
–
|
–
|
–
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.4M
|
-$332K
|
-7,131
|
-12%
|
|
|
23
|
Running Point Capital Advisors
El Segundo,
California
|
$2.14M
|
+$31.2K
|
+671
|
+2%
|
|
|
24
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$2.1M
|
+$86.3K
|
+1,855
|
+4%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.88M
|
+$264K
|
+5,670
|
+17%
|
|
