|
1
|
LPL Financial
San Diego,
California
|
$130M
|
-$22.5M
|
-553,257
|
-15%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$76.5M
|
-$11.8M
|
-288,901
|
-13%
|
|
|
3
|
Principal Securities
Des Moines,
Iowa
|
$30.5M
|
–
|
–
|
–
|
|
|
4
|
|
$24.6M
|
+$1.55M
|
+38,106
|
+7%
|
|
|
5
|
|
$21.8M
|
-$4.47M
|
-109,578
|
-17%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$18.8M
|
-$3.9M
|
-95,595
|
-17%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$15.3M
|
-$6.6M
|
-161,983
|
-30%
|
|
|
8
|
David Kennon
Sarasota,
Florida
|
$9.21M
|
+$946K
|
+23,205
|
+12%
|
|
|
9
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.15M
|
-$168K
|
-4,129
|
-3%
|
|
|
10
|
Bristlecone Advisors
Bellevue,
Washington
|
$5.66M
|
-$1.04M
|
-25,477
|
-16%
|
|
|
11
|
Atria Wealth Solutions
New York
|
$4.94M
|
-$776K
|
-19,040
|
-14%
|
|
|
12
|
|
$4.42M
|
+$733K
|
+17,987
|
+20%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.13M
|
-$277K
|
-6,792
|
-6%
|
|
|
14
|
Centaurus Financial
Anaheim,
California
|
$3.07M
|
+$104K
|
+2,560
|
+4%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$3M
|
-$970K
|
-23,809
|
-25%
|
|
|
16
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$2.54M
|
+$208K
|
+5,093
|
+9%
|
|
|
17
|
Bank of New York Mellon
New York
|
$2.5M
|
-$914K
|
-22,432
|
-27%
|
|
|
18
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$2.31M
|
+$34.8K
|
+854
|
+2%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$1.67M
|
-$351K
|
-8,611
|
-17%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.33M
|
+$1M
|
+24,561
|
+320%
|
|
|
21
|
|
$1.31M
|
+$31.1K
|
+763
|
+2%
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.28M
|
-$215K
|
-5,272
|
-14%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.26M
|
-$980K
|
-24,051
|
-44%
|
|
|
24
|
CoreCap Advisors
Southfield,
Michigan
|
$1.23M
|
-$234K
|
-5,732
|
-16%
|
|
|
25
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$1.17M
|
-$5.22K
|
-128
|
-0.4%
|
|
