|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$1.03B
|
-$1.31M
|
-24,126
|
-0.1%
|
|
|
2
|
|
$535M
|
+$24.5M
|
+452,011
|
+5%
|
|
|
3
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$408M
|
+$23.4M
|
+431,140
|
+6%
|
|
|
4
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$350M
|
-$482K
|
-8,885
|
-0.1%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$152M
|
-$3.39M
|
-62,418
|
-2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$86M
|
+$668K
|
+12,314
|
+0.8%
|
|
|
7
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$80M
|
+$63.5M
|
+1,169,960
|
+406%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$76.8M
|
+$14.6M
|
+269,034
|
+24%
|
|
|
9
|
|
$75.3M
|
+$7.71M
|
+142,149
|
+12%
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$64.7M
|
+$2.93M
|
+54,074
|
+5%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$62.1M
|
+$13.8M
|
+254,917
|
+29%
|
|
|
12
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$61.5M
|
+$19.3M
|
+355,374
|
+46%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$58.7M
|
+$6.69M
|
+123,378
|
+13%
|
|
|
14
|
Fidelity International
Hamilton,
Bermuda
|
$57.4M
|
+$56.8M
|
+1,046,353
|
New
|
|
|
15
|
KFA Private Wealth Group
Tysons,
Virginia
|
$53.6M
|
+$4.54M
|
+83,727
|
+9%
|
|
|
16
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$48.1M
|
-$4.58M
|
-84,384
|
-9%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$44.9M
|
+$7.45M
|
+137,420
|
+20%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$44.2M
|
+$1.08M
|
+19,819
|
+3%
|
|
|
19
|
Portfolio Strategies
Monsey,
New York
|
$42M
|
+$398K
|
+7,334
|
+1%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$36.4M
|
-$54.5K
|
-1,004
|
-0.2%
|
|
|
21
|
Focus Partners Wealth
Boston,
Massachusetts
|
$33.8M
|
+$1.84M
|
+33,901
|
+6%
|
|
|
22
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$32.7M
|
+$1.32M
|
+24,288
|
+4%
|
|
|
23
|
|
$31.8M
|
+$31.5M
|
+580,355
|
New
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$30.7M
|
+$1.73M
|
+31,890
|
+6%
|
|
|
25
|
RFG Advisory
Birmingham,
Alabama
|
$29.3M
|
+$14.8M
|
+271,982
|
+104%
|
|
