|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.41M
|
-$8.32M
|
-214,493
|
-50%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.37M
|
-$8.65M
|
-222,996
|
-54%
|
|
|
3
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$6.46M
|
+$4M
|
+103,190
|
+166%
|
|
|
4
|
|
$6.34M
|
+$6.3M
|
+162,363
|
New
|
|
|
5
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$4.94M
|
-$9.37M
|
-241,532
|
-68%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$4.36M
|
+$2.47M
|
+63,737
|
+133%
|
|
|
7
|
Sunbelt Securities
Houston,
Texas
|
$3.6M
|
-$829K
|
-21,378
|
-19%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$3.4M
|
+$3.37M
|
+87,008
|
New
|
|
|
9
|
|
$3.38M
|
+$3.36M
|
+86,496
|
New
|
|
|
10
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.61M
|
-$270K
|
-6,969
|
-9%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$2.29M
|
+$58.3K
|
+1,502
|
+3%
|
|
|
12
|
|
$1.52M
|
–
|
–
|
–
|
|
|
13
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$1.41M
|
-$164K
|
-4,230
|
-10%
|
|
|
14
|
Allworth Financial
Folsom,
California
|
$1.39M
|
-$145K
|
-3,737
|
-10%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.08M
|
+$86.7K
|
+2,234
|
+9%
|
|
|
16
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.02M
|
-$242K
|
-6,236
|
-19%
|
|
|
17
|
Cerity Partners OCIO
New York
|
$991K
|
-$113K
|
-2,905
|
-10%
|
|
|
18
|
Epstein & White Financial
San Diego,
California
|
$961K
|
-$49.8K
|
-1,283
|
-5%
|
|
|
19
|
Prudential plc
London, England,
United Kingdom
|
$878K
|
+$508K
|
+13,100
|
+140%
|
|
|
20
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$858K
|
+$13.8K
|
+355
|
+2%
|
|
|
21
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$831K
|
+$51K
|
+1,314
|
+6%
|
|
|
22
|
L.J. Altfest & Co
New York
|
$754K
|
-$237K
|
-6,110
|
-24%
|
|
|
23
|
KCS Wealth Advisory
Los Angeles,
California
|
$751K
|
+$24.7K
|
+636
|
+3%
|
|
|
24
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$750K
|
+$479K
|
+12,338
|
+180%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$736K
|
-$3.72K
|
-96
|
-0.5%
|
|
