|
1
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$28.9M
|
+$898K
|
+24,245
|
+3%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$26.1M
|
+$30.8M
|
+832,730
|
+21,457%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.5M
|
+$2.77M
|
+74,819
|
+12%
|
|
|
4
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$10.6M
|
-$754K
|
-20,371
|
-6%
|
|
|
5
|
Portfolio Strategies
Monsey,
New York
|
$8.35M
|
+$9.91M
|
+267,632
|
New
|
|
|
6
|
Lido Advisors
Los Angeles,
California
|
$8.04M
|
-$1.31M
|
-35,286
|
-12%
|
|
|
7
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$7.92M
|
+$3.39M
|
+91,560
|
+56%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.51M
|
+$8.9M
|
+240,367
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$6.82M
|
+$3.82M
|
+103,240
|
+90%
|
|
|
10
|
Planning Directions
Glen Mills,
Pennsylvania
|
$4.77M
|
+$5.66M
|
+152,925
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.82M
|
+$2.31M
|
+62,410
|
+104%
|
|
|
12
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$3.74M
|
-$1.56M
|
-42,156
|
-26%
|
|
|
13
|
Roosevelt Investment Group
New York
|
$3.08M
|
+$3.66M
|
+98,852
|
New
|
|
|
14
|
Willingdon Wealth Management
Huntersville,
North Carolina
|
$2.48M
|
+$32.3K
|
+873
|
+1%
|
|
|
15
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$2.37M
|
+$361K
|
+9,759
|
+15%
|
|
|
16
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$2.13M
|
-$12.4K
|
-336
|
-0.5%
|
|
|
17
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.98M
|
–
|
–
|
–
|
|
|
18
|
Weaver Consulting Group
Huntington Beach,
California
|
$1.57M
|
-$12.1K
|
-327
|
-0.6%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.42M
|
+$1.68M
|
+45,463
|
New
|
|
|
20
|
Darwin Wealth Management
Tampa,
Florida
|
$1.34M
|
-$114K
|
-3,086
|
-7%
|
|
|
21
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$1.3M
|
+$519K
|
+14,012
|
+51%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.09M
|
+$258K
|
+6,967
|
+25%
|
|
|
23
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.02M
|
+$1.21M
|
+32,667
|
New
|
|
|
24
|
|
$910K
|
-$1.51M
|
-40,894
|
-58%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$863K
|
+$259K
|
+6,987
|
+34%
|
|
