|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$150M
|
-$6.62M
|
-83,844
|
-4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$105M
|
+$5.43M
|
+68,770
|
+6%
|
|
|
3
|
Great Lakes Retirement
Sandusky,
Ohio
|
$18.9M
|
-$93.6K
|
-1,185
|
-0.5%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$14.6M
|
+$2.73M
|
+34,516
|
+24%
|
|
|
5
|
Portfolio Strategies
Monsey,
New York
|
$12.3M
|
-$162K
|
-2,057
|
-1%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$11M
|
+$167K
|
+2,109
|
+2%
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
$6.21M
|
+$275K
|
+3,482
|
+5%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.63M
|
+$1.13M
|
+14,358
|
+27%
|
|
|
9
|
Kestra Private Wealth Services
Austin,
Texas
|
$5.32M
|
+$107K
|
+1,355
|
+2%
|
|
|
10
|
|
$4.79M
|
-$188K
|
-2,383
|
-4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$4.74M
|
+$1.93M
|
+24,397
|
+75%
|
|
|
12
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.57M
|
-$280K
|
-3,551
|
-6%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.23M
|
+$79K
|
+1,001
|
+2%
|
|
|
14
|
|
$3.66M
|
+$2.1M
|
+26,622
|
+153%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.6M
|
+$938K
|
+11,881
|
+38%
|
|
|
16
|
|
$2.77M
|
+$277K
|
+3,509
|
+12%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$2.27M
|
+$709K
|
+8,982
|
+49%
|
|
|
18
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.99M
|
+$469K
|
+5,939
|
+33%
|
|
|
19
|
Elevation Capital Advisory
Bend,
Oregon
|
$1.93M
|
+$1.83M
|
+23,227
|
New
|
|
|
20
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.85M
|
-$8.53K
|
-108
|
-0.5%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$1.78M
|
-$306K
|
-3,875
|
-15%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.62M
|
-$189K
|
-2,390
|
-11%
|
|
|
23
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.45M
|
+$1.38M
|
+17,438
|
New
|
|
|
24
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.37M
|
-$977K
|
-12,370
|
-43%
|
|
|
25
|
|
$1.04M
|
-$2.54M
|
-32,170
|
-72%
|
|
