|
1
|
|
$31.3M
|
+$15.5M
|
+330,007
|
+105%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$14M
|
+$308K
|
+6,535
|
+2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.49M
|
+$91.5K
|
+1,944
|
+2%
|
|
|
4
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$4.21M
|
+$1.03M
|
+21,800
|
+34%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.04M
|
+$90.7K
|
+1,926
|
+2%
|
|
|
6
|
LVZ Inc
Holland,
Michigan
|
$3.73M
|
+$3.61M
|
+76,667
|
New
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.32M
|
+$107K
|
+2,266
|
+3%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.17M
|
+$3.07M
|
+65,190
|
New
|
|
|
9
|
|
$1.72M
|
+$970K
|
+20,597
|
+139%
|
|
|
10
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$1.54M
|
+$28K
|
+594
|
+2%
|
|
|
11
|
|
$1.42M
|
–
|
–
|
–
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.39M
|
-$300K
|
-6,360
|
-18%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$1.14M
|
-$401K
|
-8,507
|
-27%
|
|
|
14
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.13M
|
-$333K
|
-7,073
|
-23%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$980K
|
+$16.6K
|
+352
|
+2%
|
|
|
16
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$978K
|
+$511K
|
+10,850
|
+117%
|
|
|
17
|
Harbour Investments
Madison,
Wisconsin
|
$617K
|
+$597K
|
+12,682
|
New
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$601K
|
-$2.21M
|
-47,004
|
-79%
|
|
|
19
|
Prospera Financial Services
Dallas,
Texas
|
$557K
|
-$39.8K
|
-845
|
-7%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$503K
|
-$1.15M
|
-24,426
|
-70%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$501K
|
+$23.9K
|
+508
|
+5%
|
|
|
22
|
Cerity Partners OCIO
New York
|
$404K
|
+$94
|
+2
|
+0%
|
|
|
23
|
Darwin Wealth Management
Tampa,
Florida
|
$403K
|
-$42.9K
|
-912
|
-10%
|
|
|
24
|
Orser Capital Management
Southlake,
Texas
|
$307K
|
–
|
–
|
–
|
|
|
25
|
CreativeOne Wealth
Overland Park,
Kansas
|
$226K
|
+$218K
|
+4,636
|
New
|
|
