|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$10.5M
|
-$3.79M
|
-75,459
|
-26%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.69M
|
+$1.18M
|
+23,499
|
+21%
|
|
|
3
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$5.12M
|
+$903K
|
+17,993
|
+21%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.1M
|
+$1.06M
|
+21,184
|
+26%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.28M
|
-$69.6K
|
-1,388
|
-2%
|
|
|
6
|
|
$2.21M
|
+$488K
|
+9,728
|
+27%
|
|
|
7
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$1.51M
|
-$42.3K
|
-843
|
-3%
|
|
|
8
|
|
$1.43M
|
–
|
–
|
–
|
|
|
9
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.4M
|
+$420K
|
+8,375
|
+42%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.34M
|
-$54.6K
|
-1,088
|
-4%
|
|
|
11
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.14M
|
–
|
–
|
–
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$1.13M
|
-$19.4K
|
-386
|
-2%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.02M
|
+$35.8K
|
+714
|
+4%
|
|
|
14
|
Prospera Financial Services
Dallas,
Texas
|
$574K
|
+$12.9K
|
+258
|
+2%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$520K
|
+$15.6K
|
+311
|
+3%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$450K
|
-$159K
|
-3,168
|
-26%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$420K
|
-$88.5K
|
-1,764
|
-17%
|
|
|
18
|
Cerity Partners OCIO
New York
|
$407K
|
-$100
|
-2
|
-0%
|
|
|
19
|
Darwin Wealth Management
Tampa,
Florida
|
$403K
|
-$2.76K
|
-55
|
-0.7%
|
|
|
20
|
World Investment Advisors
Santa Barbara,
California
|
$330K
|
+$338K
|
+6,737
|
New
|
|
|
21
|
Orser Capital Management
Southlake,
Texas
|
$309K
|
–
|
–
|
–
|
|
|
22
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$226K
|
+$4.11K
|
+82
|
+2%
|
|
|
23
|
CreativeOne Wealth
Overland Park,
Kansas
|
$222K
|
-$4.82K
|
-96
|
-2%
|
|
|
24
|
Prudential plc
London, England,
United Kingdom
|
$214K
|
-$6.52K
|
-130
|
-3%
|
|
|
25
|
Fiduciary Trust
Boston,
Massachusetts
|
$207K
|
–
|
–
|
–
|
|
