|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$109M
|
+$45.2M
|
+755,322
|
+79%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$89.3M
|
+$5.64M
|
+94,266
|
+7%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$53M
|
-$1.39M
|
-23,296
|
-3%
|
|
|
4
|
High Probability Advisors
Pittsford,
New York
|
$26.5M
|
+$2.22M
|
+37,149
|
+10%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.9M
|
+$11.5M
|
+192,848
|
+117%
|
|
|
6
|
Custos Family Office
Austin,
Texas
|
$20.5M
|
+$137K
|
+2,292
|
+0.7%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$18.8M
|
+$2.42M
|
+40,388
|
+16%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.7M
|
-$129K
|
-2,162
|
-0.9%
|
|
|
9
|
|
$13.3M
|
+$863K
|
+14,416
|
+7%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$11.4M
|
+$1.75M
|
+29,201
|
+20%
|
|
|
11
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$11.4M
|
+$259K
|
+4,321
|
+2%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$11.4M
|
+$778K
|
+13,002
|
+8%
|
|
|
13
|
MAI Capital Management
Independence,
Ohio
|
$9.6M
|
+$11.3K
|
+189
|
+0.1%
|
|
|
14
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$9.33M
|
+$3.11K
|
+52
|
+0%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$9M
|
+$620K
|
+10,354
|
+8%
|
|
|
16
|
|
$7.76M
|
-$295K
|
-4,936
|
-4%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$7.03M
|
-$183K
|
-3,052
|
-3%
|
|
|
18
|
Condor Capital Management
Martinsville,
New Jersey
|
$6.99M
|
+$127K
|
+2,130
|
+2%
|
|
|
19
|
Kestra Private Wealth Services
Austin,
Texas
|
$6.71M
|
+$184K
|
+3,078
|
+3%
|
|
|
20
|
Two Sigma Investments
New York
|
$6.5M
|
-$6.2M
|
-103,600
|
-50%
|
|
|
21
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$5.39M
|
-$1.66M
|
-27,799
|
-25%
|
|
|
22
|
Prism Advisors
Studio City,
California
|
$5.21M
|
–
|
–
|
–
|
|
|
23
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$5.04M
|
+$819K
|
+13,692
|
+21%
|
|
|
24
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$4.14M
|
+$334K
|
+5,576
|
+9%
|
|
|
25
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$3.58M
|
+$188K
|
+3,137
|
+6%
|
|
