|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$554M
|
+$301M
|
+7,562,050
|
+121%
|
|
|
2
|
|
$221M
|
-$9.62M
|
-241,865
|
-4%
|
|
|
3
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$212M
|
-$59.6M
|
-1,499,748
|
-22%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$143M
|
-$233K
|
-5,854
|
-0.2%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$135M
|
+$17.3M
|
+434,323
|
+15%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$128M
|
+$5.58M
|
+140,449
|
+5%
|
|
|
7
|
Tectonic Advisors
Frisco,
Texas
|
$97.2M
|
-$1.52M
|
-38,123
|
-2%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$97M
|
-$3.76M
|
-94,494
|
-4%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$85.9M
|
+$1.4M
|
+35,158
|
+2%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$74.1M
|
+$720K
|
+18,119
|
+1%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$70.1M
|
+$3.37M
|
+84,746
|
+5%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$64.6M
|
+$5M
|
+125,728
|
+8%
|
|
|
13
|
Bank of New York Mellon
New York
|
$63.1M
|
+$1.28M
|
+32,092
|
+2%
|
|
|
14
|
Kestra Investment Management
Austin,
Texas
|
$59M
|
-$39.9M
|
-1,004,043
|
-41%
|
|
|
15
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$56.2M
|
+$231K
|
+5,814
|
+0.4%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39.2M
|
+$899K
|
+22,597
|
+2%
|
|
|
17
|
Cheviot Value Management
Beverly Hills,
California
|
$39.1M
|
+$381K
|
+9,586
|
+1%
|
|
|
18
|
Morling Financial Advisors
Fremont,
California
|
$35.8M
|
-$706K
|
-17,746
|
-2%
|
|
|
19
|
Horizon Investments
Charlotte,
North Carolina
|
$32.7M
|
+$3.5M
|
+87,923
|
+12%
|
|
|
20
|
|
$31.9M
|
+$31.7M
|
+796,280
|
New
|
|
|
21
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$28.9M
|
-$496K
|
-12,480
|
-2%
|
|
|
22
|
Stadion Money Management
Watkinsville,
Georgia
|
$27.9M
|
-$1.94M
|
-48,774
|
-7%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$26.6M
|
+$72.8K
|
+1,831
|
+0.3%
|
|
|
24
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$25.5M
|
-$4.87M
|
-122,508
|
-16%
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$24.5M
|
+$1.23M
|
+30,995
|
+5%
|
|
