|
1
|
LPL Financial
San Diego,
California
|
$159M
|
+$3.14M
|
+77,522
|
+2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$79.3M
|
+$2.93M
|
+72,120
|
+4%
|
|
|
3
|
|
$30M
|
-$97.9K
|
-2,414
|
-0.3%
|
|
|
4
|
Principal Securities
Des Moines,
Iowa
|
$29.6M
|
+$1.09M
|
+26,895
|
+4%
|
|
|
5
|
|
$26.3M
|
-$6.75M
|
-166,359
|
-21%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$23.5M
|
+$692K
|
+17,052
|
+3%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$23.3M
|
-$116K
|
-2,864
|
-0.5%
|
|
|
8
|
David Kennon
Sarasota,
Florida
|
$7.71M
|
+$188K
|
+4,631
|
+3%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.17M
|
-$391K
|
-9,638
|
-5%
|
|
|
10
|
Bristlecone Advisors
Bellevue,
Washington
|
$6.63M
|
+$629K
|
+15,514
|
+11%
|
|
|
11
|
Atria Wealth Solutions
New York
|
$6.12M
|
-$196K
|
-4,836
|
-3%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.82M
|
+$478K
|
+11,782
|
+9%
|
|
|
13
|
|
$4.19M
|
-$1.08M
|
-26,663
|
-21%
|
|
|
14
|
Bank of New York Mellon
New York
|
$3.45M
|
-$67.2K
|
-1,656
|
-2%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.21M
|
-$1.12M
|
-27,690
|
-26%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.94M
|
+$788K
|
+19,438
|
+37%
|
|
|
17
|
CoreCap Advisors
Southfield,
Michigan
|
$2.9M
|
-$184K
|
-4,525
|
-6%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.26M
|
+$509K
|
+12,539
|
+29%
|
|
|
19
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$2.12M
|
+$271K
|
+6,673
|
+15%
|
|
|
20
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$1.98M
|
+$159K
|
+3,928
|
+9%
|
|
|
21
|
Equitable Holdings
New York
|
$1.76M
|
+$1.75M
|
+43,118
|
New
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$1.63M
|
+$797K
|
+19,643
|
+97%
|
|
|
23
|
Maia Wealth
Denver,
Colorado
|
$1.13M
|
+$1.11M
|
+27,353
|
New
|
|
|
24
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$1.07M
|
+$809K
|
+19,955
|
+321%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$923K
|
-$237K
|
-5,845
|
-21%
|
|
