|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$498M
|
-$143M
|
-2,383,241
|
-23%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$46.9M
|
-$507K
|
-8,448
|
-1%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.9M
|
-$3.4M
|
-56,551
|
-9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$27.9M
|
+$2.32M
|
+38,622
|
+10%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$21.7M
|
+$1.42M
|
+23,609
|
+7%
|
|
|
6
|
Campbell Deegan Wealth Management
Richmond,
Virginia
|
$19.8M
|
+$565K
|
+9,405
|
+3%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$14.8M
|
+$41K
|
+682
|
+0.3%
|
|
|
8
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$14.3M
|
-$415K
|
-6,905
|
-3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$11.1M
|
-$1.18M
|
-19,638
|
-10%
|
|
|
10
|
NewEdge Advisors
New Orleans,
Louisiana
|
$11.1M
|
+$3.5M
|
+58,317
|
+49%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$10.8M
|
+$258K
|
+4,293
|
+3%
|
|
|
12
|
Running Point Capital Advisors
El Segundo,
California
|
$10.4M
|
+$133K
|
+2,218
|
+1%
|
|
|
13
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$8.19M
|
-$7.52M
|
-125,257
|
-49%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.47M
|
-$2.08M
|
-34,554
|
-23%
|
|
|
15
|
GFG Capital
Miami,
Florida
|
$7.44M
|
-$568K
|
-9,449
|
-7%
|
|
|
16
|
Lido Advisors
Los Angeles,
California
|
$7.28M
|
-$597K
|
-9,940
|
-8%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$6.57M
|
+$113K
|
+1,888
|
+2%
|
|
|
18
|
Howard Capital Management
Roswell,
Georgia
|
$5.08M
|
+$2.32M
|
+38,621
|
+91%
|
|
|
19
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$4.92M
|
-$376K
|
-6,262
|
-7%
|
|
|
20
|
|
$4.85M
|
-$1.83M
|
-30,492
|
-28%
|
|
|
21
|
|
$4.78M
|
-$171K
|
-2,846
|
-4%
|
|
|
22
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$4.71M
|
-$285K
|
-4,740
|
-6%
|
|
|
23
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$4.67M
|
+$510K
|
+8,484
|
+13%
|
|
|
24
|
|
$4.64M
|
-$29.7K
|
-494
|
-0.7%
|
|
|
25
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$4.6M
|
+$667K
|
+11,111
|
+18%
|
|
