|
1
|
LPL Financial
San Diego,
California
|
$150M
|
+$2.83M
|
+68,799
|
+2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$86.5M
|
+$13.7M
|
+333,337
|
+18%
|
|
|
3
|
Principal Securities
Des Moines,
Iowa
|
$30.5M
|
+$2.22M
|
+54,095
|
+8%
|
|
|
4
|
|
$25.7M
|
-$1.52M
|
-36,879
|
-5%
|
|
|
5
|
|
$22.5M
|
-$711K
|
-17,292
|
-3%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$22.3M
|
+$2.05M
|
+49,872
|
+10%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$21.5M
|
+$1.05M
|
+25,476
|
+5%
|
|
|
8
|
David Kennon
Sarasota,
Florida
|
$8.07M
|
+$250K
|
+6,075
|
+3%
|
|
|
9
|
Bristlecone Advisors
Bellevue,
Washington
|
$6.57M
|
-$1.53M
|
-37,235
|
-19%
|
|
|
10
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.18M
|
+$617K
|
+14,995
|
+11%
|
|
|
11
|
Atria Wealth Solutions
New York
|
$5.63M
|
+$172K
|
+4,179
|
+3%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.32M
|
-$565K
|
-13,730
|
-11%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$3.89M
|
+$2.2M
|
+53,611
|
+125%
|
|
|
14
|
|
$3.6M
|
+$2.66M
|
+64,584
|
+262%
|
|
|
15
|
Bank of New York Mellon
New York
|
$3.35M
|
+$55.4K
|
+1,346
|
+2%
|
|
|
16
|
Centaurus Financial
Anaheim,
California
|
$2.9M
|
+$70.8K
|
+1,721
|
+2%
|
|
|
17
|
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
|
$2.39M
|
+$2.43M
|
+59,199
|
New
|
|
|
18
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$2.28M
|
+$42K
|
+1,020
|
+2%
|
|
|
19
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$2.25M
|
+$245K
|
+5,958
|
+12%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.2M
|
-$38.1K
|
-927
|
-2%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$1.98M
|
+$152K
|
+3,693
|
+8%
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.47M
|
+$275K
|
+6,697
|
+23%
|
|
|
23
|
CoreCap Advisors
Southfield,
Michigan
|
$1.43M
|
-$1.16M
|
-28,278
|
-44%
|
|
|
24
|
|
$1.25M
|
+$1.28M
|
+31,088
|
New
|
|
|
25
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$1.15M
|
+$145K
|
+3,532
|
+14%
|
|
