|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$573M
|
+$54.2M
|
+1,195,092
|
+10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$397M
|
+$71.9M
|
+1,584,125
|
+22%
|
|
|
3
|
Country Trust Bank
Bloomington,
Illinois
|
$240M
|
+$40.9M
|
+901,651
|
+21%
|
|
|
4
|
RFG Advisory
Birmingham,
Alabama
|
$162M
|
+$49.6M
|
+1,093,311
|
+44%
|
|
|
5
|
|
$154M
|
+$18M
|
+395,879
|
+13%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$141M
|
+$30.2M
|
+665,538
|
+27%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$136M
|
+$16M
|
+351,675
|
+13%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$129M
|
-$12.8M
|
-282,533
|
-9%
|
|
|
9
|
|
$127M
|
+$40.1M
|
+883,248
|
+46%
|
|
|
10
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$127M
|
+$4.63M
|
+101,951
|
+4%
|
|
|
11
|
Spire Wealth Management
Mclean,
Virginia
|
$123M
|
+$496K
|
+10,936
|
+2%
|
|
|
12
|
Sequoia Financial Advisors
Akron,
Ohio
|
$110M
|
+$11.2M
|
+247,521
|
+11%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$106M
|
+$32.7M
|
+720,943
|
+45%
|
|
|
14
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$101M
|
+$5.94M
|
+130,871
|
+6%
|
|
|
15
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$97.1M
|
+$2.35M
|
+51,773
|
+2%
|
|
|
16
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$96.8M
|
+$13.3M
|
+292,436
|
+16%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$86.9M
|
+$20.5M
|
+452,231
|
+31%
|
|
|
18
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$79.6M
|
+$7.14M
|
+157,319
|
+10%
|
|
|
19
|
Ritholtz Wealth Management
New York
|
$76.9M
|
-$2.78M
|
-61,357
|
-3%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$64.4M
|
+$7.88M
|
+173,709
|
+14%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$62.5M
|
-$7.11M
|
-156,659
|
-10%
|
|
|
22
|
Bank of New York Mellon
New York
|
$61.8M
|
+$61.9M
|
+1,363,736
|
New
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$60.7M
|
+$13.8M
|
+303,910
|
+29%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$59.5M
|
+$17.2M
|
+378,008
|
+40%
|
|
|
25
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$57.5M
|
+$38.1M
|
+839,068
|
+197%
|
|
