|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$549M
|
-$1.29K
|
-32
|
-0%
|
|
|
2
|
|
$271M
|
+$8.41M
|
+209,215
|
+3%
|
|
|
3
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$224M
|
+$8.18M
|
+203,380
|
+4%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$217M
|
+$28.7M
|
+714,905
|
+15%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$164M
|
+$14.8M
|
+368,946
|
+10%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$163M
|
+$10.2M
|
+254,886
|
+7%
|
|
|
7
|
Tectonic Advisors
Frisco,
Texas
|
$101M
|
+$3.57M
|
+88,823
|
+4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$86.3M
|
+$5.2M
|
+129,337
|
+6%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$85.4M
|
+$6.52M
|
+162,082
|
+8%
|
|
|
10
|
Kestra Investment Management
Austin,
Texas
|
$78.7M
|
+$17.4M
|
+432,741
|
+28%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$75.1M
|
+$7.65M
|
+190,160
|
+11%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$69.5M
|
-$1.66M
|
-41,204
|
-2%
|
|
|
13
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$55.3M
|
-$1.59M
|
-39,608
|
-3%
|
|
|
14
|
Cheviot Value Management
Beverly Hills,
California
|
$54.8M
|
+$4.44M
|
+110,517
|
+9%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$54.1M
|
+$7.53M
|
+187,383
|
+16%
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$52.8M
|
+$10.9M
|
+270,670
|
+25%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$47.7M
|
-$36.8M
|
-914,661
|
-43%
|
|
|
18
|
Morling Financial Advisors
Fremont,
California
|
$43.8M
|
+$3.67M
|
+91,236
|
+9%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$38M
|
+$26.2M
|
+651,600
|
+214%
|
|
|
20
|
Bank of New York Mellon
New York
|
$32.7M
|
+$1.04M
|
+25,859
|
+3%
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$29.3M
|
+$10.7M
|
+267,249
|
+57%
|
|
|
22
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$28.8M
|
+$2.75M
|
+68,363
|
+10%
|
|
|
23
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$27.2M
|
-$243K
|
-6,036
|
-0.9%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$27.1M
|
+$580K
|
+14,421
|
+2%
|
|
|
25
|
Horizon Investments
Charlotte,
North Carolina
|
$26.7M
|
-$6.84M
|
-170,172
|
-20%
|
|
