|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$47.9M
|
+$5.17M
|
+106,332
|
+13%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$33.8M
|
-$1.64M
|
-33,737
|
-5%
|
|
|
3
|
Corient Private Wealth
Miami,
Florida
|
$27.4M
|
-$632K
|
-13,000
|
-2%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.5M
|
-$1.65M
|
-34,034
|
-8%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$19M
|
+$215K
|
+4,429
|
+1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$16M
|
+$1.02M
|
+20,910
|
+7%
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
$14.9M
|
+$975K
|
+20,073
|
+7%
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$8.22M
|
+$5.54M
|
+114,106
|
+228%
|
|
|
9
|
Lido Advisors
Los Angeles,
California
|
$8.19M
|
-$543K
|
-11,186
|
-6%
|
|
|
10
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$5.69M
|
-$7.53M
|
-155,068
|
-57%
|
|
|
11
|
Summit X LLC
Chesterfield,
Missouri
|
$4.97M
|
+$30.1K
|
+619
|
+0.6%
|
|
|
12
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$4.93M
|
-$67.6K
|
-1,391
|
-1%
|
|
|
13
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$4.9M
|
-$54.8K
|
-1,129
|
-1%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$4.78M
|
+$862K
|
+17,744
|
+23%
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.54M
|
-$152K
|
-3,128
|
-3%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.47M
|
+$169K
|
+3,473
|
+4%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.66M
|
+$998K
|
+20,543
|
+39%
|
|
|
18
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$3.56M
|
-$446K
|
-9,175
|
-11%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.12M
|
+$2.64M
|
+54,297
|
+686%
|
|
|
20
|
|
$2.5M
|
-$420K
|
-8,656
|
-15%
|
|
|
21
|
Weaver Consulting Group
Huntington Beach,
California
|
$2.45M
|
-$98.4K
|
-2,026
|
-4%
|
|
|
22
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$2.36M
|
+$134K
|
+2,758
|
+6%
|
|
|
23
|
Running Point Capital Advisors
El Segundo,
California
|
$2.27M
|
+$10.1K
|
+208
|
+0.5%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.25M
|
+$253K
|
+5,218
|
+13%
|
|
|
25
|
|
$2.07M
|
+$1.74M
|
+35,807
|
+660%
|
|
