|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$114M
|
-$4.22M
|
-63,674
|
-4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$102M
|
+$5.19M
|
+78,311
|
+6%
|
|
|
3
|
High Probability Advisors
Pittsford,
New York
|
$29.4M
|
+$841K
|
+12,675
|
+3%
|
|
|
4
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$28.8M
|
+$25.9M
|
+390,802
|
+1,449%
|
|
|
5
|
Merit Financial Group
Alpharetta,
Georgia
|
$27.7M
|
+$26.6M
|
+401,738
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$23.5M
|
+$3.08M
|
+46,445
|
+16%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.6M
|
-$1.93M
|
-29,068
|
-8%
|
|
|
8
|
MAI Capital Management
Independence,
Ohio
|
$20.6M
|
+$9.86M
|
+148,716
|
+99%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.6M
|
-$38.1M
|
-574,945
|
-69%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.5M
|
+$767K
|
+11,567
|
+5%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$16.1M
|
+$3.72M
|
+56,126
|
+32%
|
|
|
12
|
|
$14.2M
|
-$112K
|
-1,681
|
-0.8%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$13.7M
|
+$1.35M
|
+20,288
|
+11%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$12.6M
|
+$2.83M
|
+42,691
|
+30%
|
|
|
15
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$12.4M
|
+$112K
|
+1,693
|
+0.9%
|
|
|
16
|
Custos Family Office
Austin,
Texas
|
$10.5M
|
-$11.2M
|
-169,072
|
-53%
|
|
|
17
|
|
$8.77M
|
+$387K
|
+5,837
|
+5%
|
|
|
18
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$8.43M
|
-$1.57M
|
-23,708
|
-16%
|
|
|
19
|
Condor Capital Management
Martinsville,
New Jersey
|
$7.65M
|
+$106K
|
+1,595
|
+1%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$7.56M
|
-$19.4K
|
-293
|
-0.3%
|
|
|
21
|
Kestra Private Wealth Services
Austin,
Texas
|
$7.5M
|
+$263K
|
+3,963
|
+4%
|
|
|
22
|
Two Sigma Investments
New York
|
$6.87M
|
-$133K
|
-2,000
|
-2%
|
|
|
23
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$5.94M
|
+$74.8K
|
+1,127
|
+1%
|
|
|
24
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$5.78M
|
+$1.27M
|
+19,172
|
+30%
|
|
|
25
|
Prism Advisors
Studio City,
California
|
$5.62M
|
–
|
–
|
–
|
|
