|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$1.16B
|
-$67.8M
|
-1,142,511
|
-6%
|
|
|
2
|
|
$546M
|
-$4.74M
|
-79,800
|
-0.9%
|
|
|
3
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$438M
|
-$7.81M
|
-131,540
|
-2%
|
|
|
4
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$342M
|
-$7.59M
|
-127,875
|
-2%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$181M
|
+$537K
|
+9,048
|
+0.3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$178M
|
+$11.1M
|
+187,169
|
+7%
|
|
|
7
|
Huntington National Bank
Columbus,
Ohio
|
$118M
|
–
|
–
|
–
|
|
|
8
|
|
$113M
|
+$14.4M
|
+243,367
|
+15%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$103M
|
+$13.1M
|
+221,470
|
+15%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$100M
|
+$3.09M
|
+52,028
|
+3%
|
|
|
11
|
GR Financial Group
Tucson,
Arizona
|
$99.3M
|
+$94.9M
|
+1,598,116
|
New
|
|
|
12
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$97.3M
|
+$13.3M
|
+224,538
|
+17%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$80.6M
|
+$10.3M
|
+173,650
|
+15%
|
|
|
14
|
|
$79.2M
|
+$39.3M
|
+662,468
|
+108%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$77.9M
|
+$13.7M
|
+231,093
|
+23%
|
|
|
16
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$77.3M
|
+$73.9M
|
+1,244,016
|
New
|
|
|
17
|
Portfolio Strategies
Monsey,
New York
|
$66.5M
|
+$5.54M
|
+93,239
|
+12%
|
|
|
18
|
KFA Private Wealth Group
Tysons,
Virginia
|
$65.5M
|
+$246K
|
+4,145
|
+0.4%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$58M
|
+$16.9M
|
+284,410
|
+44%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$53.4M
|
+$2.82M
|
+47,514
|
+6%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$52.5M
|
+$1.12M
|
+18,828
|
+2%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$44M
|
+$26.5M
|
+445,830
|
+169%
|
|
|
23
|
Focus Partners Wealth
Boston,
Massachusetts
|
$43.7M
|
+$3.76M
|
+63,307
|
+10%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$41.1M
|
+$9.18M
|
+154,645
|
+31%
|
|
|
25
|
RFG Advisory
Birmingham,
Alabama
|
$39.3M
|
-$1.79M
|
-30,198
|
-5%
|
|
