|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$218M
|
-$1.6M
|
-62,642
|
-0.7%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$124M
|
+$1.09M
|
+42,678
|
+0.9%
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$42.3M
|
+$900K
|
+35,199
|
+2%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$32.2M
|
+$1.68M
|
+65,763
|
+5%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.6M
|
+$3.28M
|
+128,161
|
+14%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$22M
|
+$1.79M
|
+69,986
|
+9%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19.8M
|
+$232K
|
+9,060
|
+1%
|
|
|
8
|
Yarbrough Capital
Franklin,
Tennessee
|
$17.9M
|
–
|
–
|
–
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$16.3M
|
+$1.79M
|
+69,832
|
+12%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$15.8M
|
-$1.88M
|
-73,523
|
-10%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$8.97M
|
+$1.57M
|
+61,483
|
+21%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$7.2M
|
-$248K
|
-9,702
|
-3%
|
|
|
13
|
Kestra Private Wealth Services
Austin,
Texas
|
$7.06M
|
-$321K
|
-12,535
|
-4%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.98M
|
+$1.79M
|
+70,184
|
+34%
|
|
|
15
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$6.42M
|
+$832K
|
+32,528
|
+15%
|
|
|
16
|
Cutler Capital Management
Worcester,
Massachusetts
|
$6.13M
|
+$21.8K
|
+853
|
+0.4%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$5.44M
|
+$4.3M
|
+168,173
|
+345%
|
|
|
18
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$5.3M
|
+$235K
|
+9,202
|
+5%
|
|
|
19
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$5.22M
|
+$5.32M
|
+207,867
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.21M
|
+$811K
|
+31,724
|
+18%
|
|
|
21
|
|
$5.14M
|
+$366K
|
+14,294
|
+8%
|
|
|
22
|
AGF Management
Toronto,
Ontario, Canada
|
$5.06M
|
+$800K
|
+31,289
|
+18%
|
|
|
23
|
KCM Investment Advisors
Greenbrae,
California
|
$4.99M
|
-$54.4K
|
-2,126
|
-1%
|
|
|
24
|
Eley Financial Management
South Burlington,
Vermont
|
$4.26M
|
+$29.8K
|
+1,167
|
+0.7%
|
|
|
25
|
Wealth Quarterback
Toms River,
New Jersey
|
$4.25M
|
-$243K
|
-9,507
|
-5%
|
|
