|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$128M
|
-$264K
|
-2,897
|
-0.2%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$124M
|
-$4.67M
|
-51,333
|
-4%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$110M
|
+$7.87M
|
+86,467
|
+8%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$77.4M
|
+$25.5M
|
+280,655
|
+50%
|
|
|
5
|
Wealthfront Advisers
Palo Alto,
California
|
$63M
|
+$3.73M
|
+40,983
|
+6%
|
|
|
6
|
Fisher Asset Management
Camas,
Washington
|
$54.6M
|
-$2.95M
|
-32,411
|
-5%
|
|
|
7
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$54.3M
|
-$2.05M
|
-22,542
|
-4%
|
|
|
8
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$47.6M
|
+$14.1M
|
+155,262
|
+42%
|
|
|
9
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$45.8M
|
-$22.3K
|
-245
|
-0%
|
|
|
10
|
NFP Retirement Inc
Aliso Viejo,
California
|
$40.1M
|
-$1.43M
|
-15,708
|
-3%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$38.4M
|
+$1.08M
|
+11,909
|
+3%
|
|
|
12
|
|
$35.6M
|
+$5.06M
|
+55,534
|
+17%
|
|
|
13
|
LJI Wealth Management
Indianapolis,
Indiana
|
$33.7M
|
+$2.96M
|
+32,552
|
+10%
|
|
|
14
|
TCP Asset Management
Columbus,
Ohio
|
$28.7M
|
+$709K
|
+7,793
|
+3%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$27.8M
|
-$996K
|
-10,946
|
-3%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$23M
|
+$3.86M
|
+42,428
|
+20%
|
|
|
17
|
Prasad Wealth Partners
Independence,
Ohio
|
$22.7M
|
-$163K
|
-1,792
|
-0.7%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$22.4M
|
+$178K
|
+1,960
|
+0.8%
|
|
|
19
|
Madison Wealth Partners
Madison,
Wisconsin
|
$21.4M
|
-$151K
|
-1,659
|
-0.7%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$21.4M
|
-$1.05M
|
-11,499
|
-5%
|
|
|
21
|
David Kennon
Sarasota,
Florida
|
$21.1M
|
-$650K
|
-7,136
|
-3%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.8M
|
+$7.05M
|
+77,450
|
+55%
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$17.9M
|
+$371K
|
+4,079
|
+2%
|
|
|
24
|
Hollencrest Capital Management
Newport Beach,
California
|
$15.7M
|
-$91
|
-1
|
-0%
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$15.2M
|
-$1.23M
|
-13,518
|
-8%
|
|
