|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$603M
|
+$15.6M
|
+545,417
|
+3%
|
|
|
2
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$42.9M
|
+$3.89M
|
+135,679
|
+10%
|
|
|
3
|
KFG Wealth Management
Granger,
Indiana
|
$24.5M
|
+$6.55M
|
+228,692
|
+35%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23M
|
+$2.41M
|
+84,066
|
+11%
|
|
|
5
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$17.3M
|
+$3.44M
|
+120,119
|
+24%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$15.4M
|
+$12M
|
+418,341
|
+295%
|
|
|
7
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$14.6M
|
+$15.2M
|
+532,011
|
New
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$14.2M
|
+$14.7M
|
+514,826
|
New
|
|
|
9
|
Salus Financial Advisors
Colorado Springs,
Colorado
|
$14.1M
|
+$14.7M
|
+512,658
|
New
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$12.9M
|
+$1.92M
|
+66,852
|
+17%
|
|
|
11
|
Gerber LLC
Columbus,
Ohio
|
$11.8M
|
-$253K
|
-8,847
|
-2%
|
|
|
12
|
Choreo LLC
Rockford,
Illinois
|
$10.6M
|
+$11M
|
+384,302
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.4M
|
+$3.75M
|
+131,046
|
+62%
|
|
|
14
|
Advantage Trust Company
Salina,
Kansas
|
$9.05M
|
+$289K
|
+10,088
|
+3%
|
|
|
15
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$7.33M
|
-$8.53M
|
-297,704
|
-53%
|
|
|
16
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$6.74M
|
+$396K
|
+13,805
|
+6%
|
|
|
17
|
|
$6.21M
|
+$6.46M
|
+225,575
|
New
|
|
|
18
|
LPL Financial
San Diego,
California
|
$5.87M
|
+$2.21M
|
+76,965
|
+56%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.52M
|
+$2.43M
|
+84,881
|
+73%
|
|
|
20
|
Tableaux
Stockbridge,
Massachusetts
|
$4.62M
|
+$4.8M
|
+167,713
|
New
|
|
|
21
|
Dahring Cusmano
Novi,
Michigan
|
$4.43M
|
+$4.61M
|
+160,747
|
New
|
|
|
22
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$4.06M
|
+$384K
|
+13,417
|
+10%
|
|
|
23
|
Anson Capital
Tyrone,
Georgia
|
$4.05M
|
+$4.22M
|
+147,167
|
New
|
|
|
24
|
Evernest Financial Advisors
Carmel,
Indiana
|
$3.92M
|
+$4.08M
|
+142,428
|
New
|
|
|
25
|
|
$3.84M
|
-$12M
|
-419,822
|
-75%
|
|
