|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$862M
|
-$8.58M
|
-288,823
|
-1%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$56M
|
-$7.18M
|
-241,473
|
-12%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$55.1M
|
+$21.3M
|
+716,411
|
+71%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$53M
|
+$19M
|
+639,180
|
+63%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$18.3M
|
+$16.9M
|
+567,677
|
+12,996%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.4M
|
+$433K
|
+14,574
|
+4%
|
|
|
7
|
Little House Capital
Braintree,
Massachusetts
|
$11.8M
|
+$301K
|
+10,114
|
+3%
|
|
|
8
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$11.6M
|
-$5.98M
|
-201,338
|
-36%
|
|
|
9
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$10M
|
+$561K
|
+18,868
|
+6%
|
|
|
10
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$9.53M
|
+$8.85M
|
+297,790
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.28M
|
+$2.47M
|
+82,941
|
+40%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.47M
|
+$3M
|
+101,093
|
+62%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$8.19M
|
+$4.53M
|
+152,392
|
+147%
|
|
|
14
|
Landing Point Financial Group
Avon,
Ohio
|
$7.98M
|
+$562K
|
+18,899
|
+8%
|
|
|
15
|
Dahring Cusmano
Novi,
Michigan
|
$7.91M
|
+$214K
|
+7,197
|
+3%
|
|
|
16
|
Berger Financial Group
Plymouth,
Minnesota
|
$6.52M
|
+$98.9K
|
+3,326
|
+2%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.31M
|
+$3.55M
|
+119,509
|
+154%
|
|
|
18
|
Salus Financial Advisors
Colorado Springs,
Colorado
|
$6.28M
|
+$626K
|
+21,052
|
+12%
|
|
|
19
|
|
$5.77M
|
+$5.36M
|
+180,325
|
New
|
|
|
20
|
Atria Investments
Charlotte,
North Carolina
|
$5.76M
|
+$5.35M
|
+179,995
|
New
|
|
|
21
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$5.65M
|
+$5.25M
|
+176,577
|
New
|
|
|
22
|
Avantax Advisory Services
Dallas,
Texas
|
$5.14M
|
-$1.19M
|
-39,976
|
-20%
|
|
|
23
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$5.07M
|
+$125K
|
+4,204
|
+3%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.49M
|
-$104K
|
-3,503
|
-2%
|
|
|
25
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$4.37M
|
+$268K
|
+9,003
|
+7%
|
|
