|
1
|
Fisher Asset Management
Camas,
Washington
|
$76.7M
|
-$5.31M
|
-96,884
|
-7%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$64.3M
|
+$3.45M
|
+62,946
|
+6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$44.1M
|
-$193K
|
-3,518
|
-0.5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$42.8M
|
+$8.56M
|
+156,058
|
+28%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$41.2M
|
+$4.22M
|
+76,995
|
+12%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$34M
|
-$1.16M
|
-21,206
|
-4%
|
|
|
7
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$30M
|
-$582K
|
-10,612
|
-2%
|
|
|
8
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$28.1M
|
+$52.7K
|
+960
|
+0.2%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$27.8M
|
+$160K
|
+2,924
|
+0.6%
|
|
|
10
|
Atria Wealth Solutions
New York
|
$23M
|
+$884K
|
+16,109
|
+4%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$22.9M
|
+$1.61M
|
+29,323
|
+8%
|
|
|
12
|
LJI Wealth Management
Indianapolis,
Indiana
|
$21M
|
-$105K
|
-1,914
|
-0.5%
|
|
|
13
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$21M
|
-$467K
|
-8,508
|
-2%
|
|
|
14
|
Gunn & Company Investment Management
Jacksonville,
Florida
|
$21M
|
+$18.5M
|
+337,979
|
+2,060%
|
|
|
15
|
Regal Investment Advisors
Kentwood,
Michigan
|
$20.8M
|
-$763K
|
-13,912
|
-4%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$20M
|
-$166K
|
-3,026
|
-0.9%
|
|
|
17
|
Wealthfront Advisers
Palo Alto,
California
|
$18M
|
+$3.48M
|
+63,423
|
+26%
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$16.4M
|
+$908K
|
+16,546
|
+7%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.2M
|
-$1.92M
|
-35,051
|
-11%
|
|
|
20
|
|
$16.1M
|
+$3.24M
|
+59,045
|
+28%
|
|
|
21
|
Steward Partners Investment Solutions
Portland,
Oregon
|
$15.8M
|
+$14.6M
|
+265,991
|
New
|
|
|
22
|
David Kennon
Sarasota,
Florida
|
$14.7M
|
-$1.22M
|
-22,326
|
-8%
|
|
|
23
|
Madison Wealth Partners
Madison,
Wisconsin
|
$14M
|
+$456K
|
+8,318
|
+4%
|
|
|
24
|
EQ LLC
Bellevue,
Washington
|
$12.6M
|
+$1.61M
|
+29,298
|
+16%
|
|
|
25
|
TCP Asset Management
Columbus,
Ohio
|
$11.2M
|
+$2.95M
|
+53,827
|
+40%
|
|
