|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$9.98M
|
-$1.43M
|
-27,337
|
-13%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.89M
|
+$1.53M
|
+29,211
|
+21%
|
|
|
3
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$6.89M
|
+$1.25M
|
+23,908
|
+23%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.65M
|
+$58.8K
|
+1,122
|
+1%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.01M
|
+$410K
|
+7,829
|
+12%
|
|
|
6
|
|
$2.5M
|
+$71K
|
+1,355
|
+3%
|
|
|
7
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.03M
|
+$486K
|
+9,275
|
+33%
|
|
|
8
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$1.59M
|
-$62.9K
|
-1,200
|
-4%
|
|
|
9
|
|
$1.56M
|
–
|
–
|
–
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.32M
|
-$148K
|
-2,823
|
-10%
|
|
|
11
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.25M
|
–
|
–
|
–
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$1.15M
|
-$82.2K
|
-1,569
|
-7%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.13M
|
+$9.12K
|
+174
|
+0.8%
|
|
|
14
|
Bryant Woods Investment Advisors
Getzville,
New York
|
$1.05M
|
+$1.03M
|
+19,555
|
New
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$912K
|
+$441K
|
+8,416
|
+98%
|
|
|
16
|
Prospera Financial Services
Dallas,
Texas
|
$602K
|
-$26.3K
|
-502
|
-4%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$572K
|
+$3.25K
|
+62
|
+0.6%
|
|
|
18
|
Cerity Partners OCIO
New York
|
$543K
|
+$94.4K
|
+1,801
|
+22%
|
|
|
19
|
Compass Advisory Group
Melville,
New York
|
$443K
|
+$432K
|
+8,244
|
New
|
|
|
20
|
Kestra Private Wealth Services
Austin,
Texas
|
$395K
|
+$386K
|
+7,362
|
New
|
|
|
21
|
Darwin Wealth Management
Tampa,
Florida
|
$365K
|
-$43.9K
|
-838
|
-10%
|
|
|
22
|
Orser Capital Management
Southlake,
Texas
|
$339K
|
–
|
–
|
–
|
|
|
23
|
CreativeOne Wealth
Overland Park,
Kansas
|
$248K
|
+$4.35K
|
+83
|
+2%
|
|
|
24
|
Prudential plc
London, England,
United Kingdom
|
$233K
|
-$1.57K
|
-30
|
-0.7%
|
|
|
25
|
Fiduciary Trust
Boston,
Massachusetts
|
$226K
|
–
|
–
|
–
|
|
