|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$177M
|
+$25.2M
|
+302,055
|
+17%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$111M
|
+$4.92M
|
+58,954
|
+5%
|
|
|
3
|
Great Lakes Retirement
Sandusky,
Ohio
|
$19.2M
|
+$137K
|
+1,645
|
+0.7%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$16.4M
|
+$1.61M
|
+19,229
|
+11%
|
|
|
5
|
Portfolio Strategies
Monsey,
New York
|
$12.9M
|
+$494K
|
+5,915
|
+4%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$11.9M
|
+$809K
|
+9,686
|
+7%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$8.97M
|
+$4.16M
|
+49,790
|
+87%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.12M
|
+$3.83M
|
+45,864
|
+90%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7M
|
+$1.31M
|
+15,638
|
+23%
|
|
|
10
|
Kestra Private Wealth Services
Austin,
Texas
|
$5.88M
|
+$515K
|
+6,161
|
+10%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$4.91M
|
-$1.34M
|
-16,095
|
-22%
|
|
|
12
|
|
$4.77M
|
-$63.9K
|
-765
|
-1%
|
|
|
13
|
Elevation Capital Advisory
Bend,
Oregon
|
$4.4M
|
+$2.43M
|
+29,127
|
+125%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.25M
|
-$409K
|
-4,900
|
-11%
|
|
|
15
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.75M
|
+$743K
|
+8,898
|
+37%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$2.33M
|
+$34.3K
|
+411
|
+2%
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.29M
|
-$2.31M
|
-27,613
|
-50%
|
|
|
18
|
|
$2.28M
|
-$519K
|
-6,218
|
-19%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$2.05M
|
+$253K
|
+3,025
|
+14%
|
|
|
20
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.98M
|
+$106K
|
+1,273
|
+6%
|
|
|
21
|
|
$1.92M
|
-$1.77M
|
-21,136
|
-48%
|
|
|
22
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.76M
|
+$368K
|
+4,407
|
+27%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.68M
|
-$21K
|
-252
|
-1%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.47M
|
+$1.46M
|
+17,538
|
New
|
|
|
25
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.44M
|
-$23.8K
|
-285
|
-2%
|
|
