|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$39.3M
|
+$13.7M
|
+300,301
|
+54%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$33.4M
|
+$365K
|
+8,027
|
+1%
|
|
|
3
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$25.3M
|
+$784K
|
+17,230
|
+3%
|
|
|
4
|
High Probability Advisors
Pittsford,
New York
|
$21.3M
|
+$2.29M
|
+50,361
|
+12%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$10.8M
|
+$5M
|
+109,869
|
+87%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.54M
|
-$3.9M
|
-85,623
|
-29%
|
|
|
7
|
Halpern Financial
Ashburn,
Virginia
|
$9.02M
|
-$160K
|
-3,520
|
-2%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$5.97M
|
-$2.41M
|
-52,861
|
-29%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$5.26M
|
-$109K
|
-2,393
|
-2%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$5.04M
|
+$373K
|
+8,188
|
+8%
|
|
|
11
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.54M
|
+$1.17M
|
+25,708
|
+34%
|
|
|
12
|
|
$4.27M
|
-$769K
|
-16,902
|
-15%
|
|
|
13
|
Condor Capital Management
Martinsville,
New Jersey
|
$3.73M
|
+$140K
|
+3,081
|
+4%
|
|
|
14
|
Kestra Private Wealth Services
Austin,
Texas
|
$3.36M
|
-$376K
|
-8,249
|
-10%
|
|
|
15
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.07M
|
+$1.57M
|
+34,404
|
+105%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.97M
|
-$51.2K
|
-1,125
|
-2%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.93M
|
+$708K
|
+15,559
|
+32%
|
|
|
18
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.93M
|
+$2.25M
|
+49,327
|
+337%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$2.63M
|
-$280K
|
-6,159
|
-10%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.47M
|
-$684K
|
-15,032
|
-22%
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
$2.45M
|
+$1.31M
|
+28,803
|
+116%
|
|
|
22
|
L.J. Altfest & Co
New York
|
$2.42M
|
-$4.34M
|
-95,320
|
-64%
|
|
|
23
|
Americana Partners
Houston,
Texas
|
$2.31M
|
–
|
–
|
–
|
|
|
24
|
Bouvel Investment Partners
Phoenixville,
Pennsylvania
|
$2.1M
|
+$43.1K
|
+946
|
+2%
|
|
|
25
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.93M
|
+$266K
|
+5,845
|
+16%
|
|
