|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$991M
|
+$54.7M
|
+1,027,327
|
+5%
|
|
|
2
|
|
$430M
|
-$41M
|
-771,158
|
-8%
|
|
|
3
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$360M
|
-$13.6M
|
-255,805
|
-3%
|
|
|
4
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$283M
|
-$81.2M
|
-1,526,025
|
-21%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$145M
|
+$6.62M
|
+124,346
|
+4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$134M
|
+$67.6M
|
+1,270,687
|
+91%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$121M
|
+$71.4M
|
+1,342,686
|
+126%
|
|
|
8
|
Huntington National Bank
Columbus,
Ohio
|
$86.5M
|
–
|
–
|
–
|
|
|
9
|
|
$78.9M
|
+$10.7M
|
+200,414
|
+15%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$78.5M
|
-$120K
|
-2,248
|
-0.1%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$71.8M
|
+$15.9M
|
+298,784
|
+26%
|
|
|
12
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$67.3M
|
+$11.7M
|
+220,690
|
+20%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$56.3M
|
+$16.3M
|
+305,566
|
+37%
|
|
|
14
|
KFA Private Wealth Group
Tysons,
Virginia
|
$52.6M
|
+$3.89M
|
+73,146
|
+7%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$51.2M
|
-$8.37M
|
-157,381
|
-13%
|
|
|
16
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$41.9M
|
-$2.16M
|
-40,624
|
-5%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$41.4M
|
+$1.08M
|
+20,350
|
+3%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$40.7M
|
+$7.84M
|
+147,304
|
+22%
|
|
|
19
|
Portfolio Strategies
Monsey,
New York
|
$37.4M
|
-$1.02M
|
-19,245
|
-3%
|
|
|
20
|
RFG Advisory
Birmingham,
Alabama
|
$33.3M
|
+$6.9M
|
+129,601
|
+24%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$32.6M
|
+$4.79M
|
+89,959
|
+16%
|
|
|
22
|
Focus Partners Wealth
Boston,
Massachusetts
|
$32.1M
|
+$1.25M
|
+23,427
|
+4%
|
|
|
23
|
|
$30.7M
|
+$1.69M
|
+31,705
|
+5%
|
|
|
24
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$30.2M
|
+$259K
|
+4,873
|
+0.8%
|
|
|
25
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$25.9M
|
+$3.99M
|
+74,981
|
+17%
|
|
