|
1
|
LPL Financial
San Diego,
California
|
$21.1M
|
-$7.49M
|
-92,725
|
-27%
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$12M
|
-$363K
|
-4,489
|
-3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.1M
|
-$769K
|
-9,520
|
-7%
|
|
|
4
|
Win Advisors
Palm Beach Gardens,
Florida
|
$9.15M
|
+$8.71M
|
+107,834
|
New
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$6.28M
|
-$386K
|
-4,784
|
-6%
|
|
|
6
|
1900 Wealth Management
San Antonio,
Texas
|
$5.61M
|
–
|
–
|
–
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.18M
|
-$15.1K
|
-187
|
-0.4%
|
|
|
8
|
|
$3.17M
|
-$182K
|
-2,255
|
-6%
|
|
|
9
|
Delos Wealth Advisors
Dallas,
Texas
|
$2.94M
|
+$151K
|
+1,863
|
+6%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.64M
|
+$264K
|
+3,270
|
+12%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$2.39M
|
-$280K
|
-3,460
|
-11%
|
|
|
12
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$2.29M
|
–
|
–
|
–
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$2.15M
|
-$72.3K
|
-895
|
-3%
|
|
|
14
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.63M
|
-$40.4K
|
-500
|
-3%
|
|
|
15
|
Pacific Sun Financial
Los Angeles,
California
|
$1.62M
|
-$77.6K
|
-960
|
-5%
|
|
|
16
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$1.38M
|
–
|
–
|
–
|
|
|
17
|
IHT Wealth Management
Chicago,
Illinois
|
$1.37M
|
+$493K
|
+6,106
|
+61%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$1.26M
|
+$14.1K
|
+175
|
+1%
|
|
|
19
|
Caprock Group
Boise,
Idaho
|
$973K
|
–
|
–
|
–
|
|
|
20
|
Atria Wealth Solutions
New York
|
$857K
|
+$4.36K
|
+54
|
+0.5%
|
|
|
21
|
|
$818K
|
+$168K
|
+2,076
|
+27%
|
|
|
22
|
Trek Financial
Scottsdale,
Arizona
|
$807K
|
–
|
–
|
–
|
|
|
23
|
Solstein Capital
Menlo Park,
California
|
$761K
|
–
|
–
|
–
|
|
|
24
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$741K
|
+$289K
|
+3,575
|
+69%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$736K
|
+$129K
|
+1,602
|
+23%
|
|
