|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$78.2M
|
+$32.8M
|
+652,640
|
+68%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$34.1M
|
+$1.29M
|
+25,765
|
+4%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.3M
|
+$340K
|
+6,781
|
+2%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$18.6M
|
-$8.34M
|
-166,109
|
-30%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.1M
|
-$1.35M
|
-26,867
|
-7%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$15.7M
|
+$253K
|
+5,034
|
+2%
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
$13.9M
|
-$531K
|
-10,587
|
-4%
|
|
|
8
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$13.2M
|
+$7.79M
|
+155,303
|
+135%
|
|
|
9
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$10.4M
|
+$10.7M
|
+214,143
|
New
|
|
|
10
|
Lido Advisors
Los Angeles,
California
|
$7.84M
|
-$113K
|
-2,245
|
-1%
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$7.78M
|
-$204K
|
-4,067
|
-2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$6.44M
|
+$6.46M
|
+128,807
|
+3,657%
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$5.27M
|
+$503K
|
+10,017
|
+10%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$5.13M
|
+$507K
|
+10,104
|
+11%
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.53M
|
+$64.4K
|
+1,283
|
+1%
|
|
|
16
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$4.16M
|
-$611K
|
-12,184
|
-12%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.95M
|
-$406K
|
-8,085
|
-9%
|
|
|
18
|
Summit X LLC
Chesterfield,
Missouri
|
$3.61M
|
-$1.25M
|
-24,868
|
-25%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.56M
|
+$10.7K
|
+213
|
+0.3%
|
|
|
20
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$3.41M
|
+$3.52M
|
+70,061
|
New
|
|
|
21
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$3.08M
|
-$387K
|
-7,715
|
-11%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.01M
|
-$11K
|
-219
|
-0.4%
|
|
|
23
|
|
$2.42M
|
–
|
–
|
–
|
|
|
24
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$2.41M
|
+$128K
|
+2,543
|
+5%
|
|
|
25
|
Running Point Capital Advisors
El Segundo,
California
|
$2.31M
|
+$116K
|
+2,311
|
+5%
|
|
