|
1
|
LPL Financial
San Diego,
California
|
$155M
|
-$10.6M
|
-253,998
|
-7%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$77M
|
-$5.53M
|
-132,174
|
-7%
|
|
|
3
|
Principal Securities
Des Moines,
Iowa
|
$29.9M
|
-$960K
|
-22,968
|
-3%
|
|
|
4
|
|
$28.7M
|
-$2.49M
|
-59,436
|
-8%
|
|
|
5
|
|
$24.5M
|
-$2.91M
|
-69,541
|
-11%
|
|
|
6
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$21.5M
|
-$2.68M
|
-64,003
|
-11%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$21.3M
|
-$3.05M
|
-72,956
|
-13%
|
|
|
8
|
Bristlecone Advisors
Bellevue,
Washington
|
$8.5M
|
+$1.57M
|
+37,662
|
+23%
|
|
|
9
|
David Kennon
Sarasota,
Florida
|
$8.25M
|
+$208K
|
+4,984
|
+3%
|
|
|
10
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.88M
|
-$179K
|
-4,271
|
-3%
|
|
|
11
|
Atria Wealth Solutions
New York
|
$5.73M
|
-$633K
|
-15,127
|
-10%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.14M
|
-$2.3M
|
-54,924
|
-31%
|
|
|
13
|
Bank of New York Mellon
New York
|
$3.47M
|
-$125K
|
-2,983
|
-4%
|
|
|
14
|
Centaurus Financial
Anaheim,
California
|
$2.98M
|
+$2.94M
|
+70,235
|
New
|
|
|
15
|
CoreCap Advisors
Southfield,
Michigan
|
$2.71M
|
-$308K
|
-7,371
|
-10%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.36M
|
+$5.1K
|
+122
|
+0.2%
|
|
|
17
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$2.35M
|
+$143K
|
+3,417
|
+7%
|
|
|
18
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$2.05M
|
+$6.61K
|
+158
|
+0.3%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$1.94M
|
+$234K
|
+5,600
|
+14%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$1.83M
|
+$1.8M
|
+42,959
|
New
|
|
|
21
|
Equitable Holdings
New York
|
$1.68M
|
-$149K
|
-3,565
|
-8%
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.26M
|
+$369K
|
+8,833
|
+42%
|
|
|
23
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$1.06M
|
-$47.5K
|
-1,137
|
-4%
|
|
|
24
|
|
$1.05M
|
-$3.26M
|
-78,008
|
-76%
|
|
|
25
|
Maia Wealth
Denver,
Colorado
|
$953K
|
-$179K
|
-4,272
|
-16%
|
|
