|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$45.3M
|
+$21.1M
|
+426,615
|
+100%
|
|
|
2
|
|
$39.1M
|
+$2.22M
|
+44,941
|
+6%
|
|
|
3
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$38.3M
|
+$2.14M
|
+43,270
|
+6%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.7M
|
+$1.57M
|
+31,759
|
+5%
|
|
|
5
|
High Probability Advisors
Pittsford,
New York
|
$26M
|
-$700K
|
-14,151
|
-3%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.5M
|
-$13.3M
|
-268,057
|
-36%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$25.5M
|
+$995K
|
+20,099
|
+4%
|
|
|
8
|
|
$25.3M
|
+$18.6M
|
+376,452
|
+371%
|
|
|
9
|
Prism Advisors
Studio City,
California
|
$23.3M
|
-$384K
|
-7,763
|
-2%
|
|
|
10
|
Custos Family Office
Austin,
Texas
|
$11.7M
|
+$1.32M
|
+26,770
|
+14%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.1M
|
+$503K
|
+10,158
|
+5%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$10.3M
|
+$3.89M
|
+78,642
|
+68%
|
|
|
13
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$10.3M
|
+$4.84M
|
+97,751
|
+101%
|
|
|
14
|
Halpern Financial
Ashburn,
Virginia
|
$9.53M
|
-$562K
|
-11,350
|
-6%
|
|
|
15
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$9.01M
|
+$370K
|
+7,473
|
+5%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$7.2M
|
+$15.6K
|
+316
|
+0.2%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$6.47M
|
+$165K
|
+3,329
|
+3%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$5.65M
|
+$2.39M
|
+48,394
|
+83%
|
|
|
19
|
Condor Capital Management
Martinsville,
New Jersey
|
$4.61M
|
+$175K
|
+3,542
|
+4%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.86M
|
+$142K
|
+2,872
|
+4%
|
|
|
21
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$3.8M
|
+$644K
|
+13,023
|
+22%
|
|
|
22
|
AE Wealth Management
Topeka,
Kansas
|
$3.46M
|
+$187K
|
+3,773
|
+6%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.06M
|
+$107K
|
+2,167
|
+4%
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.99M
|
-$39.8K
|
-804
|
-1%
|
|
|
25
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.99M
|
-$39.8K
|
-804
|
-1%
|
|
