|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$612M
|
+$86.9M
|
+1,352,078
|
+17%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$48.3M
|
-$912K
|
-14,193
|
-2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.9M
|
-$3.58M
|
-55,735
|
-10%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$31.7M
|
+$2.42M
|
+37,654
|
+8%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$24.1M
|
+$12.1M
|
+188,192
|
+106%
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$21.7M
|
-$1.13M
|
-17,562
|
-5%
|
|
|
7
|
Campbell Deegan Wealth Management
Richmond,
Virginia
|
$21M
|
+$300K
|
+4,677
|
+1%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$14.8M
|
-$760K
|
-11,832
|
-5%
|
|
|
9
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$14.1M
|
-$842K
|
-13,100
|
-6%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.3M
|
+$1.91M
|
+29,759
|
+17%
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$11.5M
|
-$66.2K
|
-1,030
|
-0.6%
|
|
|
12
|
Running Point Capital Advisors
El Segundo,
California
|
$11.5M
|
+$523K
|
+8,148
|
+5%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.5M
|
+$693K
|
+10,791
|
+9%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$8.38M
|
+$1.46M
|
+22,700
|
+22%
|
|
|
15
|
Howard Capital Management
Roswell,
Georgia
|
$8.23M
|
+$2.83M
|
+44,045
|
+54%
|
|
|
16
|
GFG Capital
Miami,
Florida
|
$7.8M
|
–
|
–
|
–
|
|
|
17
|
Lido Advisors
Los Angeles,
California
|
$7.64M
|
+$899
|
+14
|
+0%
|
|
|
18
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$7.42M
|
-$1.15M
|
-17,860
|
-14%
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$5.63M
|
+$956K
|
+14,875
|
+21%
|
|
|
20
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$5.33M
|
+$421K
|
+6,560
|
+9%
|
|
|
21
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$5.31M
|
+$152K
|
+2,359
|
+3%
|
|
|
22
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$5.17M
|
+$334K
|
+5,206
|
+7%
|
|
|
23
|
Two Sigma Investments
New York
|
$5.13M
|
+$5M
|
+77,900
|
New
|
|
|
24
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$4.45M
|
-$741K
|
-11,539
|
-15%
|
|
|
25
|
|
$4.37M
|
-$697K
|
-10,856
|
-14%
|
|
