|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$5.77億
|
+$178万
|
+22,626
|
+0.3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.12億
|
+$398万
|
+50,502
|
+4%
|
|
|
3
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$7206万
|
-$114万
|
-14,441
|
-2%
|
|
|
4
|
Kestra Advisory Services
Austin,
Texas
|
$6190万
|
-$1097万
|
-139,019
|
-15%
|
|
|
5
|
Raffa Wealth Management
Washington,
District of Columbia
|
$3453万
|
+$442万
|
+55,976
|
+15%
|
|
|
6
|
High Probability Advisors
Pittsford,
New York
|
$2781万
|
+$119万
|
+15,030
|
+5%
|
|
|
7
|
Great Lakes Retirement
Sandusky,
Ohio
|
$1986万
|
-$5.99万
|
-759
|
-0.3%
|
|
|
8
|
|
$1894万
|
-$219万
|
-27,718
|
-11%
|
|
|
9
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$1443万
|
-$23.1万
|
-2,924
|
-2%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1334万
|
-$57万
|
-7,226
|
-4%
|
|
|
11
|
Beacon Financial Group
Dallas,
Texas
|
$1054万
|
-$80.2万
|
-10,171
|
-7%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$1007万
|
+$470万
|
+59,599
|
+93%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$916万
|
-$86万
|
-10,897
|
-9%
|
|
|
14
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$898万
|
-$32.9万
|
-4,175
|
-4%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$782万
|
-$103万
|
-13,017
|
-12%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$646万
|
+$9.9万
|
+1,253
|
+2%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$610万
|
+$570万
|
+72,237
|
+2,597%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$593万
|
-$442万
|
-56,087
|
-43%
|
|
|
19
|
Kestra Private Wealth Services
Austin,
Texas
|
$518万
|
-$16.1万
|
-2,046
|
-3%
|
|
|
20
|
|
$507万
|
-$43万
|
-5,452
|
-8%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$476万
|
-$39.8万
|
-5,045
|
-8%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$466万
|
+$188万
|
+23,823
|
+71%
|
|
|
23
|
Keystone Wealth Services
Palm Desert,
California
|
$439万
|
+$17.2万
|
+2,180
|
+4%
|
|
|
24
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$426万
|
+$20.3万
|
+2,577
|
+5%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$402万
|
+$12.4万
|
+1,569
|
+3%
|
|
