|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$1.01B
|
-$92.5M
|
-1,815,945
|
-9%
|
|
|
2
|
|
$499M
|
+$3.51M
|
+68,934
|
+0.7%
|
|
|
3
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$376M
|
+$76.6M
|
+1,503,658
|
+27%
|
|
|
4
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$343M
|
+$48.3M
|
+948,594
|
+15%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$152M
|
-$2.71M
|
-53,139
|
-2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$83.5M
|
+$1.63M
|
+32,087
|
+2%
|
|
|
7
|
|
$66.1M
|
+$14.5M
|
+283,861
|
+30%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$60.8M
|
+$20.8M
|
+408,222
|
+56%
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$60.4M
|
-$1.66M
|
-32,582
|
-3%
|
|
|
10
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$51.6M
|
+$1.21M
|
+23,779
|
+3%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$50.8M
|
+$4.83M
|
+94,783
|
+11%
|
|
|
12
|
KFA Private Wealth Group
Tysons,
Virginia
|
$47.9M
|
+$2.29M
|
+45,043
|
+5%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$47.1M
|
+$23M
|
+451,975
|
+106%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$42.2M
|
-$4.51M
|
-88,650
|
-10%
|
|
|
15
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$41.1M
|
+$22.3M
|
+437,984
|
+133%
|
|
|
16
|
Portfolio Strategies
Monsey,
New York
|
$40.7M
|
+$497K
|
+9,754
|
+1%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$36.6M
|
+$1.36M
|
+26,733
|
+4%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$35.7M
|
+$2.17M
|
+42,672
|
+7%
|
|
|
19
|
Focus Partners Wealth
Boston,
Massachusetts
|
$31.2M
|
+$3.63M
|
+71,228
|
+14%
|
|
|
20
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$30.7M
|
+$1.14M
|
+22,361
|
+4%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$28.3M
|
+$21.3M
|
+417,451
|
+377%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$26.9M
|
+$2.95M
|
+57,985
|
+13%
|
|
|
23
|
Accredited Investor Services
St. Cloud,
Minnesota
|
$23.9M
|
+$282K
|
+5,543
|
+1%
|
|
|
24
|
Unique Wealth
Clearwater,
Florida
|
$22.8M
|
+$2.77M
|
+54,338
|
+15%
|
|
|
25
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$22.6M
|
+$690K
|
+13,555
|
+3%
|
|
