|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$802M
|
+$18.9M
|
+417,773
|
+2%
|
|
|
2
|
|
$387M
|
+$61.1M
|
+1,350,071
|
+16%
|
|
|
3
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$267M
|
+$49.8M
|
+1,099,765
|
+20%
|
|
|
4
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$248M
|
+$40.3M
|
+889,959
|
+17%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$106M
|
+$19.4M
|
+429,278
|
+19%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$55.6M
|
+$14.6M
|
+322,308
|
+30%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$46.3M
|
+$52.4M
|
+1,157,513
|
New
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$45.3M
|
+$835K
|
+18,460
|
+2%
|
|
|
9
|
|
$44.8M
|
+$14.9M
|
+329,206
|
+42%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$37.3M
|
+$2.15M
|
+47,545
|
+5%
|
|
|
11
|
KFA Private Wealth Group
Tysons,
Virginia
|
$33.4M
|
-$630K
|
-13,922
|
-2%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$28.6M
|
+$8.21M
|
+181,472
|
+34%
|
|
|
13
|
Portfolio Strategies
Monsey,
New York
|
$26.9M
|
+$10.5M
|
+231,009
|
+52%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$26.1M
|
+$9.46M
|
+208,997
|
+47%
|
|
|
15
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$25.6M
|
-$47.1M
|
-1,040,286
|
-62%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.1M
|
+$5.89M
|
+130,281
|
+29%
|
|
|
17
|
|
$21M
|
+$23.8M
|
+526,249
|
New
|
|
|
18
|
Focus Partners Wealth
Boston,
Massachusetts
|
$20.9M
|
+$2.25M
|
+49,731
|
+11%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$20.5M
|
+$2.22M
|
+49,054
|
+11%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$19.6M
|
+$14M
|
+308,907
|
+169%
|
|
|
21
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$19.1M
|
+$1.29M
|
+28,480
|
+6%
|
|
|
22
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$17.2M
|
+$1.55M
|
+34,267
|
+9%
|
|
|
23
|
Accredited Investor Services
St. Cloud,
Minnesota
|
$17.1M
|
+$38.5K
|
+850
|
+0.2%
|
|
|
24
|
Two Sigma Investments
New York
|
$17.1M
|
-$439K
|
-9,700
|
-2%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$15.8M
|
+$1.65M
|
+36,508
|
+10%
|
|
