|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$120M
|
+$425K
|
+6,014
|
+0.4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$112M
|
+$5.21M
|
+73,846
|
+5%
|
|
|
3
|
High Probability Advisors
Pittsford,
New York
|
$31.1M
|
+$163K
|
+2,312
|
+0.5%
|
|
|
4
|
Merit Financial Group
Alpharetta,
Georgia
|
$24.1M
|
-$4.86M
|
-68,914
|
-17%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$24M
|
-$647K
|
-9,161
|
-3%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.7M
|
-$1.99M
|
-28,202
|
-9%
|
|
|
7
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$21M
|
+$7.79M
|
+110,322
|
+61%
|
|
|
8
|
MAI Capital Management
Independence,
Ohio
|
$19.9M
|
-$1.66M
|
-23,480
|
-8%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$18.6M
|
+$1.63M
|
+23,159
|
+10%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.2M
|
-$461K
|
-6,530
|
-3%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.3M
|
-$1.16M
|
-16,461
|
-6%
|
|
|
12
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$15.5M
|
-$14.4M
|
-204,384
|
-49%
|
|
|
13
|
|
$15M
|
+$85K
|
+1,204
|
+0.6%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$14.2M
|
-$168K
|
-2,374
|
-1%
|
|
|
15
|
Beacon Advisors Holdings
Austin,
Texas
|
$13.8M
|
+$13.5M
|
+191,215
|
New
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$13.7M
|
+$431K
|
+6,109
|
+3%
|
|
|
17
|
Custos Family Office
Austin,
Texas
|
$9.25M
|
-$1.73M
|
-24,489
|
-16%
|
|
|
18
|
|
$9.11M
|
-$87.5K
|
-1,240
|
-1%
|
|
|
19
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$8.77M
|
-$79.4K
|
-1,125
|
-0.9%
|
|
|
20
|
Kestra Private Wealth Services
Austin,
Texas
|
$8.39M
|
+$508K
|
+7,199
|
+7%
|
|
|
21
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$8.22M
|
+$2.11M
|
+29,848
|
+36%
|
|
|
22
|
Condor Capital Management
Martinsville,
New Jersey
|
$8.2M
|
+$170K
|
+2,406
|
+2%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$7.41M
|
-$507K
|
-7,183
|
-7%
|
|
|
24
|
Two Sigma Investments
New York
|
$6.45M
|
-$748K
|
-10,600
|
-11%
|
|
|
25
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$5.81M
|
-$33.3K
|
-472
|
-0.6%
|
|
