|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$118M
|
+$10.9M
|
+150,009
|
+10%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$117M
|
+$2.09M
|
+28,867
|
+2%
|
|
|
3
|
High Probability Advisors
Pittsford,
New York
|
$29.5M
|
-$377K
|
-5,211
|
-1%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.9M
|
+$54.8K
|
+757
|
+0.3%
|
|
|
5
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$20.5M
|
+$367K
|
+5,062
|
+2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$20.1M
|
-$3M
|
-41,465
|
-12%
|
|
|
7
|
MAI Capital Management
Independence,
Ohio
|
$19.9M
|
+$797K
|
+11,008
|
+4%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$19.5M
|
+$1.77M
|
+24,376
|
+9%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.2M
|
-$233K
|
-3,223
|
-1%
|
|
|
10
|
Merit Financial Group
Alpharetta,
Georgia
|
$15.7M
|
-$7.69M
|
-106,131
|
-32%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.8M
|
-$1.81M
|
-24,942
|
-10%
|
|
|
12
|
|
$13.9M
|
-$77.3K
|
-1,068
|
-0.5%
|
|
|
13
|
Beacon Advisors Holdings
Austin,
Texas
|
$13.4M
|
+$179K
|
+2,473
|
+1%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$12M
|
-$1.19M
|
-16,438
|
-9%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$10.2M
|
-$3.57M
|
-49,244
|
-25%
|
|
|
16
|
|
$9.13M
|
+$401K
|
+5,540
|
+4%
|
|
|
17
|
Avidian Wealth Enterprises
Houston,
Texas
|
$8.8M
|
+$8.97M
|
+123,812
|
+4,166%
|
|
|
18
|
Custos Family Office
Austin,
Texas
|
$8.51M
|
-$388K
|
-5,362
|
-4%
|
|
|
19
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$8.22M
|
–
|
–
|
–
|
|
|
20
|
Kestra Private Wealth Services
Austin,
Texas
|
$8.13M
|
+$70.3K
|
+970
|
+0.8%
|
|
|
21
|
Condor Capital Management
Martinsville,
New Jersey
|
$8.1M
|
+$233K
|
+3,217
|
+3%
|
|
|
22
|
Jones Financial Companies
Des Peres,
Missouri
|
$7.48M
|
+$2.96M
|
+40,927
|
+59%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$7.4M
|
+$297K
|
+4,103
|
+4%
|
|
|
24
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$5.52M
|
-$58.9K
|
-813
|
-1%
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.26M
|
-$9.96M
|
-137,571
|
-64%
|
|
