|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$111M
|
+$22.2M
|
+318,619
|
+25%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$73.4M
|
-$737K
|
-10,584
|
-1%
|
|
|
3
|
Great Lakes Retirement
Sandusky,
Ohio
|
$15.8M
|
-$279K
|
-4,008
|
-2%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$7.22M
|
+$7.23M
|
+103,767
|
New
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.68M
|
+$497K
|
+7,131
|
+8%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$5.86M
|
+$338K
|
+4,852
|
+6%
|
|
|
7
|
|
$4.64M
|
-$254K
|
-3,643
|
-5%
|
|
|
8
|
Kestra Private Wealth Services
Austin,
Texas
|
$3.6M
|
+$2.04M
|
+29,210
|
+130%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$3.39M
|
+$1.7M
|
+24,406
|
+101%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.33M
|
+$2.27M
|
+32,634
|
+215%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.88M
|
+$1.34M
|
+19,278
|
+87%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.46M
|
+$499K
|
+7,157
|
+25%
|
|
|
13
|
SteelPeak Wealth
Woodland Hills,
California
|
$2.46M
|
+$2.46M
|
+35,270
|
New
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.76M
|
-$57.8K
|
-830
|
-3%
|
|
|
15
|
Prudential plc
London, England,
United Kingdom
|
$1.71M
|
+$1.03M
|
+14,840
|
+152%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$1.58M
|
-$16.3K
|
-234
|
-1%
|
|
|
17
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.56M
|
+$459K
|
+6,587
|
+42%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.52M
|
+$186K
|
+2,673
|
+14%
|
|
|
19
|
|
$1.46M
|
+$559K
|
+8,024
|
+62%
|
|
|
20
|
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
$1.28M
|
+$1.28M
|
+18,400
|
New
|
|
|
21
|
Atria Wealth Solutions
New York
|
$1.24M
|
+$222K
|
+3,181
|
+22%
|
|
|
22
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.22M
|
–
|
–
|
–
|
|
|
23
|
|
$1.01M
|
+$198K
|
+2,844
|
+24%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$963K
|
-$365K
|
-5,241
|
-27%
|
|
|
25
|
Bryant Woods Investment Advisors
Getzville,
New York
|
$891K
|
-$5.5K
|
-79
|
-0.6%
|
|
