|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$102M
|
+$43.5M
|
+583,401
|
+64%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$86.1M
|
+$1.01M
|
+13,545
|
+1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$73.6M
|
+$181K
|
+2,432
|
+0.2%
|
|
|
4
|
Fisher Asset Management
Camas,
Washington
|
$48.1M
|
-$7.7M
|
-103,120
|
-13%
|
|
|
5
|
Wealthfront Advisers
Palo Alto,
California
|
$48M
|
+$5.44M
|
+72,912
|
+12%
|
|
|
6
|
Two Sigma Investments
New York
|
$46.2M
|
+$16.5M
|
+221,600
|
+48%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$37.2M
|
-$2.46M
|
-33,018
|
-6%
|
|
|
8
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$34.3M
|
–
|
–
|
–
|
|
|
9
|
NFP Retirement Inc
Aliso Viejo,
California
|
$31.1M
|
+$296K
|
+3,960
|
+0.9%
|
|
|
10
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$31M
|
+$19.9M
|
+266,843
|
+141%
|
|
|
11
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$30M
|
+$160K
|
+2,144
|
+0.5%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$27.6M
|
-$6.37M
|
-85,365
|
-17%
|
|
|
13
|
Prasad Wealth Partners
Independence,
Ohio
|
$25.3M
|
+$1.22M
|
+16,328
|
+5%
|
|
|
14
|
|
$23.9M
|
-$8.9M
|
-119,323
|
-25%
|
|
|
15
|
LJI Wealth Management
Indianapolis,
Indiana
|
$22.6M
|
+$952K
|
+12,762
|
+4%
|
|
|
16
|
|
$21.8M
|
-$3.48M
|
-46,681
|
-13%
|
|
|
17
|
TCP Asset Management
Columbus,
Ohio
|
$20.3M
|
+$492K
|
+6,591
|
+2%
|
|
|
18
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$18.2M
|
-$1.31M
|
-17,514
|
-6%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$17M
|
-$5.74M
|
-76,858
|
-24%
|
|
|
20
|
David Kennon
Sarasota,
Florida
|
$15.8M
|
-$1.21M
|
-16,207
|
-7%
|
|
|
21
|
Madison Wealth Partners
Madison,
Wisconsin
|
$15.7M
|
-$829K
|
-11,105
|
-5%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$15.2M
|
-$15.8M
|
-212,370
|
-49%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.8M
|
-$2.86M
|
-38,363
|
-15%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$14.5M
|
+$374K
|
+5,005
|
+2%
|
|
|
25
|
AE Wealth Management
Topeka,
Kansas
|
$14.3M
|
+$735K
|
+9,847
|
+5%
|
|
