|
1
|
Kestra Advisory Services
Austin,
Texas
|
$10.9M
|
+$6.92M
|
+168,645
|
+194%
|
|
|
2
|
|
$9.06M
|
+$5.1M
|
+124,151
|
+144%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.82M
|
-$422K
|
-10,282
|
-5%
|
|
|
4
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$7.82M
|
+$673K
|
+16,405
|
+10%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.7M
|
-$407K
|
-9,923
|
-5%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$5.33M
|
+$502K
|
+12,237
|
+11%
|
|
|
7
|
Sunbelt Securities
Houston,
Texas
|
$4.17M
|
+$194K
|
+4,737
|
+5%
|
|
|
8
|
High Probability Advisors
Pittsford,
New York
|
$3.07M
|
+$2.93M
|
+71,451
|
New
|
|
|
9
|
Allworth Financial
Folsom,
California
|
$2.26M
|
+$697K
|
+16,980
|
+48%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$2.16M
|
-$348K
|
-8,474
|
-14%
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.75M
|
-$1.08M
|
-26,219
|
-39%
|
|
|
12
|
|
$1.67M
|
–
|
–
|
–
|
|
|
13
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$1.45M
|
-$104K
|
-2,540
|
-7%
|
|
|
14
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.16M
|
+$28.3K
|
+689
|
+3%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.1M
|
-$81.4K
|
-1,983
|
-7%
|
|
|
16
|
Cerity Partners OCIO
New York
|
$1.09M
|
-$1.48K
|
-36
|
-0.1%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$1.04M
|
+$466K
|
+11,357
|
+88%
|
|
|
18
|
Prudential plc
London, England,
United Kingdom
|
$950K
|
-$16.4K
|
-400
|
-2%
|
|
|
19
|
Epstein & White Financial
San Diego,
California
|
$943K
|
-$109K
|
-2,650
|
-11%
|
|
|
20
|
KCS Wealth Advisory
Los Angeles,
California
|
$943K
|
+$111K
|
+2,693
|
+14%
|
|
|
21
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$920K
|
-$24.2K
|
-590
|
-3%
|
|
|
22
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$915K
|
-$18.8K
|
-458
|
-2%
|
|
|
23
|
L.J. Altfest & Co
New York
|
$787K
|
-$41.6K
|
-1,014
|
-5%
|
|
|
24
|
|
$743K
|
-$5.96M
|
-145,096
|
-89%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$682K
|
-$123K
|
-2,997
|
-16%
|
|
