|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$114M
|
-$5.77M
|
-80,078
|
-5%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$114M
|
+$11.1M
|
+154,160
|
+12%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$88.2M
|
+$1.37M
|
+18,974
|
+2%
|
|
|
4
|
Fisher Asset Management
Camas,
Washington
|
$53.5M
|
-$2.81M
|
-38,970
|
-6%
|
|
|
5
|
Wealthfront Advisers
Palo Alto,
California
|
$52.2M
|
-$3.88M
|
-53,810
|
-8%
|
|
|
6
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$48.8M
|
+$12.1M
|
+167,440
|
+38%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$45.6M
|
+$1.58M
|
+21,951
|
+4%
|
|
|
8
|
Two Sigma Investments
New York
|
$42.2M
|
-$10.9M
|
-151,600
|
-22%
|
|
|
9
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$40.3M
|
-$30.6K
|
-425
|
-0.1%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$40M
|
+$6.81M
|
+94,521
|
+23%
|
|
|
11
|
NFP Retirement Inc
Aliso Viejo,
California
|
$36.5M
|
-$48.7K
|
-676
|
-0.1%
|
|
|
12
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$28.9M
|
-$6.81M
|
-94,534
|
-21%
|
|
|
13
|
LJI Wealth Management
Indianapolis,
Indiana
|
$28.2M
|
+$1.5M
|
+20,803
|
+6%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$26.6M
|
+$8.25M
|
+114,473
|
+53%
|
|
|
15
|
|
$26.5M
|
+$716K
|
+9,930
|
+3%
|
|
|
16
|
TCP Asset Management
Columbus,
Ohio
|
$24.8M
|
+$853K
|
+11,833
|
+4%
|
|
|
17
|
Prasad Wealth Partners
Independence,
Ohio
|
$23.7M
|
-$5.4M
|
-74,972
|
-20%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$20.7M
|
+$648K
|
+8,991
|
+4%
|
|
|
19
|
Madison Wealth Partners
Madison,
Wisconsin
|
$20M
|
+$1.36M
|
+18,876
|
+8%
|
|
|
20
|
AE Wealth Management
Topeka,
Kansas
|
$19.7M
|
+$2.63M
|
+36,426
|
+17%
|
|
|
21
|
David Kennon
Sarasota,
Florida
|
$19.3M
|
+$582K
|
+8,079
|
+3%
|
|
|
22
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$17.9M
|
-$3.14M
|
-43,573
|
-16%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$17M
|
-$57.9K
|
-803
|
-0.4%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16.2M
|
+$4.81M
|
+66,784
|
+49%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$16M
|
-$1.69M
|
-23,454
|
-11%
|
|
