|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$993M
|
+$22.1M
|
+517,039
|
+3%
|
|
|
2
|
|
$446M
|
-$19M
|
-446,141
|
-5%
|
|
|
3
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$300M
|
+$1.46M
|
+34,333
|
+0.6%
|
|
|
4
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$266M
|
-$50M
|
-1,172,370
|
-18%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$140M
|
+$9.82M
|
+230,211
|
+9%
|
|
|
6
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$76.8M
|
+$67.9M
|
+1,592,192
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$73.5M
|
+$5.66M
|
+132,777
|
+10%
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$55.9M
|
+$1.01M
|
+23,767
|
+2%
|
|
|
9
|
|
$45.7M
|
-$7.34M
|
-172,112
|
-15%
|
|
|
10
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$45.2M
|
+$12.6M
|
+296,321
|
+46%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$42.2M
|
-$2.5M
|
-58,532
|
-6%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$41.1M
|
+$5.81M
|
+136,282
|
+19%
|
|
|
13
|
KFA Private Wealth Group
Tysons,
Virginia
|
$40.9M
|
+$517K
|
+12,115
|
+1%
|
|
|
14
|
Portfolio Strategies
Monsey,
New York
|
$36.1M
|
+$3.18M
|
+74,628
|
+11%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.9M
|
+$6.26M
|
+146,651
|
+25%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$31.6M
|
+$86.6K
|
+2,029
|
+0.3%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$30M
|
+$4.69M
|
+109,903
|
+21%
|
|
|
18
|
Two Sigma Investments
New York
|
$30M
|
+$8.35M
|
+195,800
|
+46%
|
|
|
19
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$26.5M
|
+$3.12M
|
+73,062
|
+15%
|
|
|
20
|
Focus Partners Wealth
Boston,
Massachusetts
|
$24.7M
|
-$476K
|
-11,166
|
-2%
|
|
|
21
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$22.2M
|
+$3.12M
|
+73,148
|
+19%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$21.4M
|
+$2.06M
|
+48,227
|
+12%
|
|
|
23
|
Accredited Investor Services
St. Cloud,
Minnesota
|
$21.2M
|
+$531K
|
+12,440
|
+3%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$20.6M
|
+$2.01M
|
+47,107
|
+12%
|
|
|
25
|
Avantax Advisory Services
Dallas,
Texas
|
$19.7M
|
+$3.05M
|
+71,601
|
+21%
|
|
