|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$561M
|
+$7.95K
|
+198
|
+0%
|
|
|
2
|
|
$231M
|
+$7.77M
|
+193,601
|
+4%
|
|
|
3
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$218M
|
+$3.17M
|
+78,903
|
+1%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$174M
|
+$36.6M
|
+910,664
|
+27%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$155M
|
+$9.62M
|
+239,704
|
+7%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$144M
|
+$14.6M
|
+363,329
|
+11%
|
|
|
7
|
Tectonic Advisors
Frisco,
Texas
|
$97.9M
|
-$404K
|
-10,061
|
-0.4%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$91.7M
|
-$6.91M
|
-172,093
|
-7%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$78.9M
|
-$7.92M
|
-197,152
|
-9%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$74.1M
|
-$768K
|
-19,118
|
-1%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$71.6M
|
+$639K
|
+15,921
|
+0.9%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$65.8M
|
+$447K
|
+11,122
|
+0.7%
|
|
|
13
|
Kestra Investment Management
Austin,
Texas
|
$62M
|
+$2.23M
|
+55,532
|
+4%
|
|
|
14
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$56.6M
|
-$318K
|
-7,916
|
-0.6%
|
|
|
15
|
Cheviot Value Management
Beverly Hills,
California
|
$44.1M
|
+$4.14M
|
+102,992
|
+11%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$42.1M
|
+$2.44M
|
+60,842
|
+6%
|
|
|
17
|
Morling Financial Advisors
Fremont,
California
|
$38.2M
|
+$1.96M
|
+48,780
|
+5%
|
|
|
18
|
Horizon Investments
Charlotte,
North Carolina
|
$33.6M
|
+$529K
|
+13,185
|
+2%
|
|
|
19
|
Bank of New York Mellon
New York
|
$32.9M
|
-$30.6M
|
-760,873
|
-48%
|
|
|
20
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$31.7M
|
+$29.3M
|
+730,947
|
+1,468%
|
|
|
21
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$28.8M
|
-$459K
|
-11,441
|
-2%
|
|
|
22
|
Stadion Money Management
Watkinsville,
Georgia
|
$28.8M
|
+$483K
|
+12,041
|
+2%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$26.6M
|
-$222K
|
-5,524
|
-0.8%
|
|
|
24
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$26.3M
|
+$415K
|
+10,330
|
+2%
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$25.6M
|
+$736K
|
+18,323
|
+3%
|
|
