|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$1.77B
|
+$60.5M
|
+1,596,091
|
+3%
|
|
|
2
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$140M
|
+$7.45M
|
+196,439
|
+5%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$129M
|
+$8.14M
|
+214,706
|
+6%
|
|
|
4
|
KFG Wealth Management
Granger,
Indiana
|
$120M
|
+$22.5M
|
+593,389
|
+22%
|
|
|
5
|
Huntington National Bank
Columbus,
Ohio
|
$114M
|
–
|
–
|
–
|
|
|
6
|
LPL Financial
San Diego,
California
|
$103M
|
+$7.36M
|
+194,015
|
+7%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$75M
|
+$60.3M
|
+1,591,476
|
+334%
|
|
|
8
|
EdgeRock Capital
Denver,
Colorado
|
$69.7M
|
-$1.82M
|
-48,085
|
-2%
|
|
|
9
|
NewEdge Advisors
New Orleans,
Louisiana
|
$68.7M
|
+$28.4M
|
+748,283
|
+65%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$62.5M
|
+$540K
|
+14,238
|
+0.8%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$61.4M
|
+$11.3M
|
+297,351
|
+21%
|
|
|
12
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$60.5M
|
+$5.39M
|
+142,143
|
+9%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$46.7M
|
+$19.3M
|
+508,069
|
+65%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$39.1M
|
-$2.01M
|
-52,900
|
-5%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$33.4M
|
-$14.3M
|
-378,460
|
-29%
|
|
|
16
|
Stadion Money Management
Watkinsville,
Georgia
|
$31.4M
|
+$32.8M
|
+866,015
|
New
|
|
|
17
|
|
$30.5M
|
+$5.57M
|
+147,019
|
+20%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$30.4M
|
-$1.66M
|
-43,689
|
-5%
|
|
|
19
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$28.7M
|
+$30M
|
+790,948
|
New
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$28.3M
|
+$5.91M
|
+155,847
|
+25%
|
|
|
21
|
Two Sigma Investments
New York
|
$23.2M
|
-$18M
|
-475,100
|
-43%
|
|
|
22
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$17.2M
|
-$255K
|
-6,738
|
-1%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.6M
|
+$9.03M
|
+238,241
|
+125%
|
|
|
24
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$15.1M
|
+$730K
|
+19,258
|
+5%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$14.5M
|
+$491K
|
+12,937
|
+3%
|
|
