|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$623M
|
+$57.7M
|
+934,366
|
+10%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$45.3M
|
+$1.45M
|
+23,477
|
+3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$35.9M
|
+$2.33M
|
+37,741
|
+7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$23.8M
|
+$6.65M
|
+107,751
|
+38%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$19.9M
|
+$1.03M
|
+16,713
|
+5%
|
|
|
6
|
Campbell Deegan Wealth Management
Richmond,
Virginia
|
$17.5M
|
+$17.8M
|
+288,687
|
New
|
|
|
7
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$16M
|
-$803K
|
-13,013
|
-5%
|
|
|
8
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$15.9M
|
-$2.56M
|
-41,511
|
-14%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$15.8M
|
-$808K
|
-13,085
|
-5%
|
|
|
10
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$11.8M
|
-$10.2K
|
-166
|
-0.1%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$10.2M
|
+$556K
|
+9,014
|
+6%
|
|
|
12
|
GFG Capital
Miami,
Florida
|
$9.86M
|
-$87.3K
|
-1,414
|
-0.9%
|
|
|
13
|
Running Point Capital Advisors
El Segundo,
California
|
$9.72M
|
+$773K
|
+12,518
|
+8%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.8M
|
+$455K
|
+7,379
|
+5%
|
|
|
15
|
Lido Advisors
Los Angeles,
California
|
$7.89M
|
-$138K
|
-2,229
|
-2%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.11M
|
-$44.7K
|
-724
|
-0.6%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$6.96M
|
-$260K
|
-4,219
|
-4%
|
|
|
18
|
|
$6.46M
|
-$216K
|
-3,497
|
-3%
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$6.21M
|
-$165K
|
-2,666
|
-3%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$6.19M
|
+$6.3M
|
+102,094
|
New
|
|
|
21
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$5.16M
|
+$54.6K
|
+885
|
+1%
|
|
|
22
|
Two Sigma Investments
New York
|
$5.06M
|
+$2.38M
|
+38,500
|
+86%
|
|
|
23
|
|
$4.18M
|
-$232K
|
-3,757
|
-5%
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$4.06M
|
+$468K
|
+7,581
|
+13%
|
|
|
25
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$3.8M
|
+$223K
|
+3,620
|
+6%
|
|
