|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$227M
|
+$205M
|
+8,708,104
|
+17,088%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$127M
|
+$61.8M
|
+2,623,066
|
+115%
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$42.7M
|
+$1.01M
|
+43,110
|
+3%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$31.5M
|
-$2.02M
|
-85,954
|
-7%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.1M
|
-$993K
|
-42,160
|
-4%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$20.9M
|
+$136K
|
+5,790
|
+0.7%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$20.1M
|
+$519K
|
+22,056
|
+3%
|
|
|
8
|
Yarbrough Capital
Franklin,
Tennessee
|
$18.4M
|
–
|
–
|
–
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$18.2M
|
-$2.69M
|
-114,302
|
-14%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$15.3M
|
+$440K
|
+18,689
|
+3%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$14.6M
|
-$791K
|
-33,614
|
-6%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$7.67M
|
-$102K
|
-4,314
|
-1%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$7.66M
|
-$2.62M
|
-111,136
|
-27%
|
|
|
14
|
Kestra Private Wealth Services
Austin,
Texas
|
$7.6M
|
-$1.56M
|
-66,068
|
-18%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$7.32M
|
-$18.4M
|
-782,842
|
-73%
|
|
|
16
|
Cutler Capital Management
Worcester,
Massachusetts
|
$6.3M
|
+$284K
|
+12,070
|
+5%
|
|
|
17
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$5.77M
|
-$1.58M
|
-67,196
|
-23%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.38M
|
+$1.57M
|
+66,633
|
+47%
|
|
|
19
|
Connectus Wealth
Cincinnati,
Ohio
|
$5.27M
|
+$268K
|
+11,368
|
+6%
|
|
|
20
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$5.23M
|
+$142K
|
+6,016
|
+3%
|
|
|
21
|
KCM Investment Advisors
Greenbrae,
California
|
$5.2M
|
+$57.3K
|
+2,435
|
+1%
|
|
|
22
|
|
$4.93M
|
-$7.82M
|
-332,154
|
-64%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$4.84M
|
-$462K
|
-19,607
|
-9%
|
|
|
24
|
Wealth Quarterback
Toms River,
New Jersey
|
$4.62M
|
+$559K
|
+23,725
|
+15%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.55M
|
-$4.94M
|
-209,676
|
-54%
|
|
