|
1
|
|
$153M
|
+$90.1M
|
+1,805,820
|
+153%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$67.2M
|
+$1.18M
|
+23,710
|
+2%
|
|
|
3
|
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
$51.3M
|
–
|
–
|
–
|
|
|
4
|
Atria Investments
Charlotte,
North Carolina
|
$50.2M
|
+$47.9M
|
+960,343
|
New
|
|
|
5
|
Executive Wealth Management
Brighton,
Michigan
|
$48.5M
|
+$47M
|
+942,685
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$13.8M
|
-$843K
|
-16,897
|
-6%
|
|
|
7
|
Advisor Group
Phoenix,
Arizona
|
$10.2M
|
-$26.3K
|
-528
|
-0.3%
|
|
|
8
|
|
$4.77M
|
+$279K
|
+5,595
|
+6%
|
|
|
9
|
Stephens Inc
Little Rock,
Arkansas
|
$4.43M
|
+$1.25M
|
+25,075
|
+41%
|
|
|
10
|
Acima Private Wealth
Richmond,
Virginia
|
$3.51M
|
-$2.73M
|
-54,779
|
-45%
|
|
|
11
|
CX Institutional
Auburn,
Indiana
|
$2.02M
|
+$179K
|
+3,586
|
+10%
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.73M
|
-$399
|
-8
|
-0%
|
|
|
13
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$1.63M
|
+$665K
|
+13,336
|
+73%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.43M
|
-$439K
|
-8,794
|
-24%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$1.41M
|
+$737K
|
+14,780
|
+118%
|
|
|
16
|
Foresight Wealth Management
Draper,
Utah
|
$1.26M
|
+$363K
|
+7,269
|
+42%
|
|
|
17
|
JGP Wealth Management
Bend,
Oregon
|
$337K
|
+$7.53K
|
+151
|
+2%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$252K
|
+$3.69K
|
+74
|
+2%
|
|
|
19
|
|
$161K
|
+$14.3K
|
+286
|
+10%
|
|
|
20
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$145K
|
+$66.6K
|
+1,335
|
+90%
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$98K
|
+$95.6K
|
+1,916
|
New
|
|
|
22
|
American Portfolios Advisors
Holbrook,
New York
|
$19.5K
|
-$8.03K
|
-161
|
-30%
|
|
|
23
|
Global Retirement Partners
San Rafael,
California
|
$19K
|
-$1.45K
|
-29
|
-7%
|
|
|
24
|
LifePlan Financial Group
Dayton,
Ohio
|
$19K
|
+$7.28K
|
+146
|
+65%
|
|
|
25
|
Realta Investment Advisors
Wilmington,
Delaware
|
$18K
|
+$7.58K
|
+152
|
+73%
|
|
