|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$909M
|
+$890M
|
+19,627,616
|
+89,497%
|
|
|
2
|
|
$386M
|
+$239M
|
+5,278,130
|
+173%
|
|
|
3
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$258M
|
+$253M
|
+5,580,016
|
New
|
|
|
4
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$245M
|
+$240M
|
+5,304,068
|
New
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$103M
|
+$16.4M
|
+362,051
|
+19%
|
|
|
6
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$91M
|
+$4.31M
|
+95,106
|
+5%
|
|
|
7
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$77.7M
|
-$4.04M
|
-89,227
|
-5%
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$51.6M
|
+$110K
|
+2,435
|
+0.2%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$49.4M
|
+$6.49M
|
+143,101
|
+15%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$41M
|
+$15.7M
|
+346,109
|
+64%
|
|
|
11
|
KFA Private Wealth Group
Tysons,
Virginia
|
$39.3M
|
+$5M
|
+110,253
|
+15%
|
|
|
12
|
|
$36.6M
|
+$15.1M
|
+332,892
|
+73%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$24.7M
|
+$5.22M
|
+115,230
|
+28%
|
|
|
14
|
Focus Partners Wealth
Boston,
Massachusetts
|
$21.9M
|
+$21.4M
|
+472,479
|
New
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$21.5M
|
+$5.48M
|
+120,851
|
+35%
|
|
|
16
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$20.8M
|
+$4.65M
|
+102,517
|
+30%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.7M
|
+$2.5M
|
+55,075
|
+14%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$20.5M
|
+$6.15M
|
+135,770
|
+44%
|
|
|
19
|
Portfolio Strategies
Monsey,
New York
|
$20.5M
|
+$485K
|
+10,695
|
+2%
|
|
|
20
|
Two Sigma Investments
New York
|
$20.2M
|
+$8.5M
|
+187,600
|
+75%
|
|
|
21
|
Accredited Investor Services
St. Cloud,
Minnesota
|
$19.7M
|
+$19.3M
|
+426,261
|
New
|
|
|
22
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$18.3M
|
+$18M
|
+396,087
|
New
|
|
|
23
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$18.3M
|
+$18M
|
+396,060
|
New
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16.6M
|
+$3.72M
|
+82,075
|
+30%
|
|
|
25
|
Kestra Private Wealth Services
Austin,
Texas
|
$14.8M
|
+$1.44M
|
+31,873
|
+11%
|
|
