|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$693M
|
-$17.7M
|
-566,854
|
-3%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$151M
|
+$112M
|
+3,574,976
|
+367%
|
|
|
3
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$79.5M
|
+$8.38M
|
+268,016
|
+13%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$75.3M
|
+$29.9M
|
+954,890
|
+73%
|
|
|
5
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$69.2M
|
+$63.3M
|
+2,025,404
|
+3,759%
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$65.9M
|
+$27.6M
|
+882,537
|
+80%
|
|
|
7
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$52M
|
+$49.1M
|
+1,569,960
|
New
|
|
|
8
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$44.1M
|
+$41.4M
|
+1,324,980
|
New
|
|
|
9
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$42.8M
|
+$1.42M
|
+45,537
|
+4%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$41.1M
|
+$38.3M
|
+1,224,277
|
+10,473%
|
|
|
11
|
CGC Financial Services
Lake Oswego,
Oregon
|
$38.2M
|
+$35.9M
|
+1,147,411
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$37.8M
|
+$17.1M
|
+548,508
|
+93%
|
|
|
13
|
KFG Wealth Management
Granger,
Indiana
|
$34.9M
|
+$2.31M
|
+73,796
|
+8%
|
|
|
14
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$28.6M
|
+$10.1M
|
+324,112
|
+61%
|
|
|
15
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$27.2M
|
+$632K
|
+20,211
|
+3%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$26.9M
|
+$4.24M
|
+135,758
|
+20%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.1M
|
-$4.38M
|
-139,947
|
-17%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17.3M
|
+$3.35M
|
+107,151
|
+26%
|
|
|
19
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$17.2M
|
+$66.5K
|
+2,126
|
+0.4%
|
|
|
20
|
Gerber LLC
Columbus,
Ohio
|
$14.7M
|
+$310K
|
+9,914
|
+2%
|
|
|
21
|
Anderson Financial Strategies
Dayton,
Ohio
|
$14.2M
|
+$212K
|
+6,767
|
+2%
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$13.2M
|
+$1.58M
|
+50,468
|
+15%
|
|
|
23
|
Choreo LLC
Rockford,
Illinois
|
$12.5M
|
+$9.59M
|
+306,617
|
+439%
|
|
|
24
|
Congress Wealth Management
Boston,
Massachusetts
|
$11.4M
|
+$7.27M
|
+232,438
|
+209%
|
|
|
25
|
Advantage Trust Company
Salina,
Kansas
|
$11.3M
|
+$225K
|
+7,193
|
+2%
|
|
