|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$527M
|
+$413M
|
+9,363,276
|
+449%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$331M
|
+$55.3M
|
+1,252,654
|
+21%
|
|
|
3
|
Country Trust Bank
Bloomington,
Illinois
|
$202M
|
-$22.9M
|
-517,956
|
-11%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$144M
|
-$31.2K
|
-708
|
-0%
|
|
|
5
|
|
$138M
|
+$26.1K
|
+591
|
+0%
|
|
|
6
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$125M
|
-$2.92M
|
-66,187
|
-2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$122M
|
+$27.7M
|
+628,777
|
+31%
|
|
|
8
|
RFG Advisory
Birmingham,
Alabama
|
$114M
|
-$26.3M
|
-595,761
|
-19%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$112M
|
+$837K
|
+18,964
|
+0.8%
|
|
|
10
|
Sequoia Financial Advisors
Akron,
Ohio
|
$101M
|
+$10.5M
|
+237,581
|
+12%
|
|
|
11
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$96.6M
|
-$2.46M
|
-55,647
|
-3%
|
|
|
12
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$96.3M
|
-$168K
|
-3,799
|
-0.2%
|
|
|
13
|
|
$88.7M
|
+$51.1M
|
+1,158,540
|
+151%
|
|
|
14
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$84.9M
|
+$21M
|
+475,929
|
+35%
|
|
|
15
|
|
$84.1M
|
+$5.06M
|
+114,587
|
+7%
|
|
|
16
|
Ritholtz Wealth Management
New York
|
$81M
|
+$5.74M
|
+130,012
|
+8%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$74.2M
|
+$7.7M
|
+174,481
|
+12%
|
|
|
18
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$73.6M
|
-$3.31M
|
-75,094
|
-4%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$70.8M
|
+$30.8M
|
+697,993
|
+83%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$67.5M
|
+$9.04M
|
+204,881
|
+16%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$57.5M
|
+$12.8M
|
+290,491
|
+30%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$47.6M
|
+$13.4M
|
+302,577
|
+41%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$43M
|
+$24.2M
|
+548,396
|
+142%
|
|
|
24
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$41.9M
|
+$4.09M
|
+92,675
|
+11%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$37.3M
|
+$6.1M
|
+138,211
|
+21%
|
|
