|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$556M
|
+$91.4K
|
+2,258
|
+0%
|
|
|
2
|
|
$266M
|
+$37M
|
+913,028
|
+16%
|
|
|
3
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$219M
|
+$2.8M
|
+69,224
|
+1%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$191M
|
+$18.5M
|
+456,974
|
+11%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$155M
|
+$11.8M
|
+290,238
|
+8%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$151M
|
-$2.51M
|
-61,955
|
-2%
|
|
|
7
|
Tectonic Advisors
Frisco,
Texas
|
$98.7M
|
+$1.54M
|
+37,919
|
+2%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$85.4M
|
-$6.02M
|
-148,666
|
-7%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$82.2M
|
+$11.3M
|
+279,151
|
+16%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$80M
|
+$1.68M
|
+41,383
|
+2%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$72.1M
|
-$1.49M
|
-36,772
|
-2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$68.4M
|
+$3.16M
|
+78,110
|
+5%
|
|
|
13
|
Kestra Investment Management
Austin,
Texas
|
$62.3M
|
+$867K
|
+21,413
|
+1%
|
|
|
14
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$57.6M
|
+$1.5M
|
+36,935
|
+3%
|
|
|
15
|
Cheviot Value Management
Beverly Hills,
California
|
$51.2M
|
+$7.64M
|
+188,770
|
+17%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$47.3M
|
+$5.52M
|
+136,249
|
+13%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$42.7M
|
+$18.1M
|
+446,152
|
+72%
|
|
|
18
|
Morling Financial Advisors
Fremont,
California
|
$40.7M
|
+$2.79M
|
+68,964
|
+7%
|
|
|
19
|
Horizon Investments
Charlotte,
North Carolina
|
$34.1M
|
+$518K
|
+12,799
|
+2%
|
|
|
20
|
Bank of New York Mellon
New York
|
$32.1M
|
-$524K
|
-12,933
|
-2%
|
|
|
21
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$27.8M
|
+$1.75M
|
+43,262
|
+7%
|
|
|
22
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$27.1M
|
-$1.44M
|
-35,525
|
-5%
|
|
|
23
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$27M
|
-$4.5M
|
-111,053
|
-14%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$26.9M
|
+$469K
|
+11,587
|
+2%
|
|
|
25
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$26.5M
|
+$2.39M
|
+59,139
|
+10%
|
|
