|
1
|
|
$1.05B
|
+$925M
|
+20,657,600
|
+735%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$554M
|
-$13.8M
|
-308,873
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$425M
|
+$31.4M
|
+700,026
|
+8%
|
|
|
4
|
Country Trust Bank
Bloomington,
Illinois
|
$268M
|
+$30.1M
|
+672,872
|
+13%
|
|
|
5
|
|
$209M
|
+$55.8M
|
+1,245,713
|
+37%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$202M
|
+$62.5M
|
+1,395,117
|
+45%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$172M
|
+$37M
|
+825,448
|
+28%
|
|
|
8
|
RFG Advisory
Birmingham,
Alabama
|
$166M
|
+$4.99M
|
+111,480
|
+3%
|
|
|
9
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$129M
|
+$2.95M
|
+65,956
|
+2%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$115M
|
-$13.1M
|
-292,703
|
-10%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$106M
|
+$49.4M
|
+1,101,954
|
+82%
|
|
|
12
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$106M
|
+$6M
|
+133,835
|
+6%
|
|
|
13
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$105M
|
+$9.03M
|
+201,599
|
+9%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$98.1M
|
+$11.9M
|
+264,838
|
+14%
|
|
|
15
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$93.7M
|
-$2.52M
|
-56,167
|
-3%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$88.7M
|
-$16.1M
|
-358,950
|
-15%
|
|
|
17
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$81.8M
|
+$2.85M
|
+63,529
|
+4%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$76.8M
|
+$14.7M
|
+329,262
|
+24%
|
|
|
19
|
Ritholtz Wealth Management
New York
|
$76.1M
|
-$194K
|
-4,338
|
-0.3%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$71.5M
|
+$17.2M
|
+383,302
|
+32%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$68.2M
|
+$4.29M
|
+95,668
|
+7%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$67.4M
|
+$8.34M
|
+186,149
|
+14%
|
|
|
23
|
Bank of New York Mellon
New York
|
$63.4M
|
+$2.12M
|
+47,315
|
+3%
|
|
|
24
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$58.3M
|
+$1.27M
|
+28,282
|
+2%
|
|
|
25
|
Summit Financial Strategies
Columbus,
Ohio
|
$58.2M
|
+$56.7M
|
+1,266,595
|
+4,346%
|
|
