|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$1.02B
|
+$37.8M
|
+1,058,279
|
+4%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$48.3M
|
+$1.81M
|
+50,821
|
+4%
|
|
|
3
|
RFG Advisory
Birmingham,
Alabama
|
$29M
|
-$2.99M
|
-83,817
|
-10%
|
|
|
4
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$16M
|
+$114K
|
+3,195
|
+0.8%
|
|
|
5
|
Acumen Wealth Advisors
Chattanooga,
Tennessee
|
$15.2M
|
+$14.2M
|
+397,385
|
New
|
|
|
6
|
Keenan LLC
Boston,
Massachusetts
|
$11.8M
|
+$648K
|
+18,165
|
+6%
|
|
|
7
|
MAI Capital Management
Independence,
Ohio
|
$11.7M
|
+$258K
|
+7,230
|
+2%
|
|
|
8
|
Evernest Financial Advisors
Carmel,
Indiana
|
$9.43M
|
-$898K
|
-25,157
|
-9%
|
|
|
9
|
Gaddis Premier Wealth Advisors
Durant,
Oklahoma
|
$9.22M
|
+$939K
|
+26,321
|
+12%
|
|
|
10
|
Novem Group
Rochester,
New York
|
$8.68M
|
+$774K
|
+21,681
|
+11%
|
|
|
11
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$8.37M
|
–
|
–
|
–
|
|
|
12
|
Precedent Wealth Partners
Houston,
Texas
|
$8.3M
|
+$7.75M
|
+217,165
|
New
|
|
|
13
|
SK Wealth Management
Providence,
Rhode Island
|
$7.34M
|
+$734K
|
+20,566
|
+12%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.94M
|
+$1.95M
|
+54,716
|
+43%
|
|
|
15
|
|
$6.91M
|
+$6.46M
|
+180,959
|
New
|
|
|
16
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$5.85M
|
-$353K
|
-9,902
|
-5%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.17M
|
+$2.63M
|
+73,573
|
+119%
|
|
|
18
|
Buska Wealth Management
Wausau,
Wisconsin
|
$4.86M
|
+$2.92M
|
+81,933
|
+181%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.85M
|
+$1.19M
|
+33,358
|
+34%
|
|
|
20
|
|
$4.76M
|
+$792K
|
+22,189
|
+21%
|
|
|
21
|
Advyzon Investment Management
Lisle,
Illinois
|
$4.4M
|
+$877K
|
+24,578
|
+27%
|
|
|
22
|
Clarity Retirement & Wealth
New Bedford,
Massachusetts
|
$4.31M
|
+$104K
|
+2,906
|
+3%
|
|
|
23
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$4.21M
|
+$230K
|
+6,451
|
+6%
|
|
|
24
|
MFA Wealth Services
Thousand Oaks,
California
|
$2.85M
|
-$7.6K
|
-213
|
-0.3%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.84M
|
+$318K
|
+8,917
|
+14%
|
|
