|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$673M
|
+$52.5M
|
+792,508
|
+9%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$47.5M
|
-$1.42M
|
-21,414
|
-3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.7M
|
+$359K
|
+5,413
|
+1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$27M
|
+$2.54M
|
+38,385
|
+10%
|
|
|
5
|
Campbell Deegan Wealth Management
Richmond,
Virginia
|
$22.1M
|
+$726K
|
+10,950
|
+3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$21.4M
|
-$10.7M
|
-160,667
|
-33%
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
$16.3M
|
-$5.58M
|
-84,130
|
-26%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$16.1M
|
+$2.6M
|
+39,160
|
+19%
|
|
|
9
|
Howard Capital Management
Roswell,
Georgia
|
$15.6M
|
+$7.19M
|
+108,461
|
+87%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$14.4M
|
-$717K
|
-10,819
|
-5%
|
|
|
11
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$13.6M
|
-$715K
|
-10,788
|
-5%
|
|
|
12
|
Running Point Capital Advisors
El Segundo,
California
|
$12.8M
|
+$1.2M
|
+18,073
|
+10%
|
|
|
13
|
Sykon Capital
Harrison,
New York
|
$11.7M
|
+$11.6M
|
+175,471
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.4M
|
+$6.74M
|
+101,619
|
+190%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$9.45M
|
+$943K
|
+14,229
|
+11%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.69M
|
+$34.3K
|
+517
|
+0.4%
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$8.39M
|
-$3.28M
|
-49,545
|
-28%
|
|
|
18
|
|
$7.85M
|
+$7.79M
|
+117,558
|
New
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$7.82M
|
+$2.11M
|
+31,764
|
+37%
|
|
|
20
|
|
$7.75M
|
+$3.3M
|
+49,847
|
+75%
|
|
|
21
|
GFG Capital
Miami,
Florida
|
$7.68M
|
-$225K
|
-3,395
|
-3%
|
|
|
22
|
Lido Advisors
Los Angeles,
California
|
$7.64M
|
-$66
|
-1
|
-0%
|
|
|
23
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$7.38M
|
-$132K
|
-1,991
|
-2%
|
|
|
24
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$5.85M
|
+$449K
|
+6,768
|
+8%
|
|
|
25
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$5.3M
|
+$63.4K
|
+956
|
+1%
|
|
