|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$565M
|
+$458M
|
+9,049,144
|
+563%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$38M
|
+$896K
|
+17,699
|
+3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.8M
|
+$6.79M
|
+134,057
|
+38%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$18.4M
|
-$1.69M
|
-33,414
|
-9%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$17.1M
|
+$10.8K
|
+214
|
+0.1%
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$15.5M
|
+$339K
|
+6,704
|
+2%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.1M
|
-$7.5M
|
-148,200
|
-37%
|
|
|
8
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$11.3M
|
-$44.4K
|
-876
|
-0.4%
|
|
|
9
|
GFG Capital
Miami,
Florida
|
$9.14M
|
+$8.47M
|
+167,216
|
+3,102%
|
|
|
10
|
NewEdge Advisors
New Orleans,
Louisiana
|
$8.7M
|
+$86.9K
|
+1,716
|
+1%
|
|
|
11
|
Lido Advisors
Los Angeles,
California
|
$8.08M
|
-$438K
|
-8,654
|
-5%
|
|
|
12
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$7.57M
|
-$6.56M
|
-129,498
|
-48%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$6.71M
|
+$1.08M
|
+21,338
|
+20%
|
|
|
14
|
Running Point Capital Advisors
El Segundo,
California
|
$6.12M
|
+$3.44M
|
+68,021
|
+143%
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.85M
|
-$62.7K
|
-1,238
|
-1%
|
|
|
16
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$4.75M
|
+$210K
|
+4,140
|
+5%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.67M
|
+$1.33M
|
+26,236
|
+42%
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$3.76M
|
+$1.39M
|
+27,456
|
+66%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.38M
|
-$479K
|
-9,462
|
-13%
|
|
|
20
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$3.09M
|
-$244K
|
-4,815
|
-8%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$3.02M
|
+$2.89M
|
+57,098
|
New
|
|
|
22
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.02M
|
-$2.6M
|
-51,358
|
-47%
|
|
|
23
|
|
$2.86M
|
+$2.74M
|
+54,016
|
New
|
|
|
24
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$2.56M
|
-$58.4K
|
-1,154
|
-2%
|
|
|
25
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$2.56M
|
-$1.1M
|
-21,726
|
-31%
|
|
