|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$574M
|
+$75.5M
|
+1,279,047
|
+16%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$44.5M
|
+$1.55M
|
+26,190
|
+4%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$34M
|
+$1.09M
|
+18,435
|
+3%
|
|
|
4
|
Kestra Advisory Services
Austin,
Texas
|
$19.1M
|
-$319K
|
-5,410
|
-2%
|
|
|
5
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$18.6M
|
+$2.43M
|
+41,250
|
+16%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$17.5M
|
-$305K
|
-5,163
|
-2%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$17.1M
|
-$2.13M
|
-36,083
|
-11%
|
|
|
8
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$17M
|
+$16.3M
|
+276,703
|
New
|
|
|
9
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$12M
|
+$11.5M
|
+194,899
|
New
|
|
|
10
|
Sykon Capital
Harrison,
New York
|
$11.8M
|
+$11.3M
|
+192,093
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$9.75M
|
+$1.21M
|
+20,519
|
+15%
|
|
|
12
|
Win Advisors
Palm Beach Gardens,
Florida
|
$9.39M
|
+$9.04M
|
+153,107
|
New
|
|
|
13
|
Running Point Capital Advisors
El Segundo,
California
|
$9.07M
|
+$210K
|
+3,550
|
+2%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.46M
|
+$714K
|
+12,096
|
+10%
|
|
|
15
|
GFG Capital
Miami,
Florida
|
$8.42M
|
+$61.7K
|
+1,045
|
+0.6%
|
|
|
16
|
Lido Advisors
Los Angeles,
California
|
$8.13M
|
-$76K
|
-1,288
|
-1%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.24M
|
-$218K
|
-3,694
|
-3%
|
|
|
18
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$7.11M
|
-$11.2K
|
-190
|
-0.2%
|
|
|
19
|
|
$6.76M
|
-$3.36M
|
-56,945
|
-34%
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$6.45M
|
-$2.37M
|
-40,182
|
-28%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.45M
|
+$230K
|
+3,901
|
+5%
|
|
|
22
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$5.17M
|
+$57.3K
|
+971
|
+1%
|
|
|
23
|
|
$4.47M
|
-$605K
|
-10,246
|
-12%
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$3.64M
|
+$17.5K
|
+296
|
+0.5%
|
|
|
25
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$3.62M
|
+$341K
|
+5,782
|
+11%
|
|
