|
1
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$39.1M
|
-$12.9M
|
-257,330
|
-26%
|
|
|
2
|
EP Wealth Advisors
Torrance,
California
|
$18.9M
|
-$1.43M
|
-28,452
|
-8%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$12.6M
|
+$2.48M
|
+49,438
|
+27%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$12.4M
|
+$291K
|
+5,796
|
+3%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.7M
|
-$1.1M
|
-21,833
|
-10%
|
|
|
6
|
Private Advisor Group
Morristown,
New Jersey
|
$9.6M
|
+$5.57K
|
+111
|
+0.1%
|
|
|
7
|
Charter Capital Management
Brookfield,
Wisconsin
|
$7.2M
|
+$6.66M
|
+132,714
|
New
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.63M
|
+$489K
|
+9,747
|
+9%
|
|
|
9
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$4.73M
|
+$117K
|
+2,334
|
+3%
|
|
|
10
|
|
$4.66M
|
+$145K
|
+2,895
|
+3%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$4.02M
|
-$697K
|
-13,881
|
-16%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$3.98M
|
-$53.7K
|
-1,070
|
-1%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.76M
|
-$946K
|
-18,854
|
-21%
|
|
|
14
|
Fidelity Investments
Boston,
Massachusetts
|
$3.15M
|
-$216K
|
-4,305
|
-7%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.12M
|
+$2.63M
|
+52,356
|
+994%
|
|
|
16
|
Sugar Maple Asset Management
Sister Bay,
Wisconsin
|
$3.12M
|
-$289K
|
-5,762
|
-9%
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.07M
|
-$142K
|
-2,834
|
-5%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$2.97M
|
+$821K
|
+16,361
|
+43%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.26M
|
+$114K
|
+2,275
|
+6%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.2M
|
+$186K
|
+3,710
|
+10%
|
|
|
21
|
Atria Wealth Solutions
New York
|
$1.56M
|
-$1.48M
|
-29,469
|
-51%
|
|
|
22
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$1.38M
|
-$280K
|
-5,584
|
-18%
|
|
|
23
|
|
$1.33M
|
+$974K
|
+19,412
|
+379%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$1.1M
|
+$52.3K
|
+1,043
|
+5%
|
|
|
25
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$974K
|
+$17.1K
|
+340
|
+2%
|
|
