|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$114M
|
-$139M
|
-4,888,920
|
-55%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.3M
|
+$841K
|
+29,541
|
+4%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.02M
|
+$6.42M
|
+225,572
|
+250%
|
|
|
4
|
Kestra Advisory Services
Austin,
Texas
|
$8.5M
|
+$1.34M
|
+47,225
|
+19%
|
|
|
5
|
J.W. Cole Advisors
Tampa,
Florida
|
$2.47M
|
-$61.1K
|
-2,145
|
-2%
|
|
|
6
|
Processus Wealth & Capital Management
Brentwood,
Tennessee
|
$2.31M
|
+$14.2K
|
+498
|
+0.6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.75M
|
+$278K
|
+9,757
|
+19%
|
|
|
8
|
Essex Private Wealth Management
Topsfield,
Massachusetts
|
$1.66M
|
-$23.3K
|
-818
|
-1%
|
|
|
9
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.66M
|
–
|
–
|
–
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.43M
|
-$602K
|
-21,145
|
-30%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.41M
|
-$165K
|
-5,810
|
-11%
|
|
|
12
|
Essex Financial Services
Essex,
Connecticut
|
$1.39M
|
+$116K
|
+4,070
|
+9%
|
|
|
13
|
WBH Advisory
Baltimore,
Maryland
|
$1.22M
|
+$3.1K
|
+109
|
+0.3%
|
|
|
14
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$1.07M
|
+$1.06M
|
+37,312
|
New
|
|
|
15
|
|
$890K
|
+$887K
|
+31,160
|
New
|
|
|
16
|
Larson Financial Group
St Louis,
Missouri
|
$831K
|
+$3.96K
|
+139
|
+0.5%
|
|
|
17
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$807K
|
+$541
|
+19
|
+0.2%
|
|
|
18
|
CRA Financial Services
Northfield,
New Jersey
|
$779K
|
-$29.2K
|
-1,024
|
-4%
|
|
|
19
|
Investment Advisory Group
Hanover,
Massachusetts
|
$749K
|
+$342
|
+12
|
+0%
|
|
|
20
|
Sunbelt Securities
Houston,
Texas
|
$733K
|
+$1.88K
|
+66
|
+0.3%
|
|
|
21
|
|
$730K
|
-$101K
|
-3,533
|
-12%
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$673K
|
+$243K
|
+8,550
|
+57%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$662K
|
+$3.64K
|
+128
|
+0.6%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$618K
|
-$74K
|
-2,599
|
-11%
|
|
|
25
|
EP Wealth Advisors
Torrance,
California
|
$597K
|
+$473K
|
+16,605
|
+385%
|
|
