|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$133M
|
+$208K
|
+8,290
|
+0.1%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$39.6M
|
+$1.02M
|
+40,735
|
+3%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$36.5M
|
+$5.13M
|
+204,749
|
+15%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$23.9M
|
+$3.04M
|
+121,506
|
+14%
|
|
|
5
|
AGF Management
Toronto,
Ontario, Canada
|
$19.5M
|
+$3.04M
|
+121,540
|
+17%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17.7M
|
-$195K
|
-7,802
|
-1%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$17M
|
+$9.5M
|
+379,299
|
+113%
|
|
|
8
|
Yarbrough Capital
Franklin,
Tennessee
|
$17M
|
–
|
–
|
–
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$15.9M
|
+$1.43M
|
+57,096
|
+9%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.99M
|
-$18.2M
|
-727,849
|
-68%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$6.9M
|
-$151K
|
-6,039
|
-2%
|
|
|
12
|
Cutler Capital Management
Worcester,
Massachusetts
|
$6.29M
|
+$60.4K
|
+2,412
|
+0.9%
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.91M
|
-$163K
|
-6,500
|
-3%
|
|
|
14
|
|
$5.63M
|
+$506K
|
+20,204
|
+9%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$5.44M
|
+$1.25M
|
+50,047
|
+28%
|
|
|
16
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$5.33M
|
-$455K
|
-18,163
|
-8%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$5.29M
|
-$9.95M
|
-397,199
|
-64%
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$5.27M
|
+$1.96M
|
+78,388
|
+55%
|
|
|
19
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$4.47M
|
-$467K
|
-18,650
|
-9%
|
|
|
20
|
KCM Investment Advisors
Greenbrae,
California
|
$4.41M
|
-$344K
|
-13,744
|
-7%
|
|
|
21
|
Eley Financial Management
South Burlington,
Vermont
|
$4.18M
|
+$164K
|
+6,535
|
+4%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.12M
|
-$997K
|
-39,805
|
-19%
|
|
|
23
|
Wealth Quarterback
Toms River,
New Jersey
|
$3.99M
|
-$130K
|
-5,204
|
-3%
|
|
|
24
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$3.64M
|
-$120K
|
-4,808
|
-3%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$3.36M
|
+$275K
|
+10,963
|
+8%
|
|
