|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$22.9M
|
+$5.54M
|
+115,963
|
+29%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.7M
|
-$5.09M
|
-106,536
|
-21%
|
|
|
3
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$13M
|
+$1.45M
|
+30,331
|
+11%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.33M
|
-$5.84M
|
-122,216
|
-37%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$8.73M
|
+$370K
|
+7,739
|
+4%
|
|
|
6
|
High Probability Advisors
Pittsford,
New York
|
$6.29M
|
+$1.04M
|
+21,751
|
+18%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.98M
|
-$5.49M
|
-114,781
|
-56%
|
|
|
8
|
Sunbelt Securities
Houston,
Texas
|
$3.32M
|
+$383K
|
+8,016
|
+12%
|
|
|
9
|
Lido Advisors
Los Angeles,
California
|
$2.2M
|
+$2.38M
|
+49,856
|
New
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.06M
|
+$1.58M
|
+33,135
|
+246%
|
|
|
11
|
|
$2.02M
|
+$228K
|
+4,779
|
+12%
|
|
|
12
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.98M
|
-$465K
|
-9,735
|
-18%
|
|
|
13
|
Allworth Financial
Folsom,
California
|
$1.86M
|
-$2.49M
|
-52,189
|
-55%
|
|
|
14
|
KCS Wealth Advisory
Los Angeles,
California
|
$1.78M
|
+$333K
|
+6,960
|
+21%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$1.76M
|
-$3.58K
|
-75
|
-0.2%
|
|
|
16
|
Sequent Asset Management
Houston,
Texas
|
$1.76M
|
+$1.9M
|
+39,812
|
New
|
|
|
17
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$1.73M
|
-$1.24M
|
-25,854
|
-40%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.71M
|
+$215K
|
+4,494
|
+13%
|
|
|
19
|
|
$1.58M
|
+$1.71M
|
+35,839
|
New
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.44M
|
+$64.4K
|
+1,347
|
+4%
|
|
|
21
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$1.44M
|
-$412K
|
-8,623
|
-21%
|
|
|
22
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.28M
|
-$20.7K
|
-434
|
-1%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$1.28M
|
+$17.5K
|
+366
|
+1%
|
|
|
24
|
Cerity Partners OCIO
New York
|
$1.25M
|
+$244K
|
+5,098
|
+22%
|
|
|
25
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$960K
|
+$14.7K
|
+307
|
+1%
|
|
