|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$22.8M
|
-$809K
|
-16,702
|
-4%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$1.57M
|
-$6.93K
|
-143
|
-0.5%
|
|
|
3
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.24M
|
+$409K
|
+8,442
|
+52%
|
|
|
4
|
|
$944K
|
-$785K
|
-16,199
|
-46%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$890K
|
-$149K
|
-3,078
|
-15%
|
|
|
6
|
POM Investment Strategies
Raleigh,
North Carolina
|
$765K
|
+$394K
|
+8,123
|
+113%
|
|
|
7
|
Kingdom Financial Group
Peoria,
Arizona
|
$524K
|
+$487K
|
+10,050
|
+2,279%
|
|
|
8
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$489K
|
+$69.6K
|
+1,436
|
+17%
|
|
|
9
|
VestGen Advisors
Inverness,
Illinois
|
$286K
|
–
|
–
|
–
|
|
|
10
|
BXM Wealth
Englewood,
Colorado
|
$268K
|
–
|
–
|
–
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$250K
|
-$66.4K
|
-1,371
|
-22%
|
|
|
12
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$248K
|
+$12.1K
|
+249
|
+5%
|
|
|
13
|
CCG Wealth Management
San Diego,
California
|
$215K
|
+$208K
|
+4,300
|
New
|
|
|
14
|
Align Financial
Hermantown,
Minnesota
|
$50K
|
–
|
–
|
–
|
|
|
15
|
Raleigh Capital Management
Cary,
North Carolina
|
$45.5K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$41.2K
|
+$17.5K
|
+362
|
+78%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$39.7K
|
+$36.1K
|
+745
|
+1,490%
|
|
|
18
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
$39.3K
|
+$6.74K
|
+139
|
+21%
|
|
|
19
|
Darwin Wealth Management
Tampa,
Florida
|
$25K
|
+$24.2K
|
+500
|
New
|
|
|
20
|
Montgomery Financial Services
Ocean City,
Maryland
|
$23.3K
|
+$22.6K
|
+467
|
New
|
|
|
21
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$23.1K
|
+$22.4K
|
+463
|
New
|
|
|
22
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$9.74K
|
+$9.45K
|
+195
|
New
|
|
|
23
|
Networth Advisors
Canonsburg,
Pennsylvania
|
$8.24K
|
–
|
–
|
–
|
|
|
24
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$6.5K
|
–
|
–
|
–
|
|
|
25
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$3.9K
|
–
|
–
|
–
|
|
