|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$722M
|
+$109M
|
+3,625,092
|
+18%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$35.5M
|
+$24.1M
|
+803,856
|
+228%
|
|
|
3
|
RFG Advisory
Birmingham,
Alabama
|
$21.7M
|
+$9.44M
|
+314,429
|
+80%
|
|
|
4
|
Evernest Financial Advisors
Carmel,
Indiana
|
$13.7M
|
-$104K
|
-3,476
|
-0.9%
|
|
|
5
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$12.2M
|
+$199K
|
+6,610
|
+2%
|
|
|
6
|
MAI Capital Management
Independence,
Ohio
|
$9.15M
|
-$26.3K
|
-875
|
-0.3%
|
|
|
7
|
Keenan LLC
Boston,
Massachusetts
|
$8.14M
|
+$7.97M
|
+265,329
|
New
|
|
|
8
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$7.32M
|
+$467K
|
+15,552
|
+7%
|
|
|
9
|
Gaddis Premier Wealth Advisors
Durant,
Oklahoma
|
$6.38M
|
+$6.24M
|
+207,859
|
New
|
|
|
10
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$5.92M
|
+$1.07M
|
+35,720
|
+23%
|
|
|
11
|
SK Wealth Management
Providence,
Rhode Island
|
$5.63M
|
+$393K
|
+13,095
|
+8%
|
|
|
12
|
|
$2.81M
|
+$783K
|
+26,066
|
+40%
|
|
|
13
|
Clarity Retirement & Wealth
New Bedford,
Massachusetts
|
$2.79M
|
+$2.73M
|
+91,006
|
New
|
|
|
14
|
Dentgroup
Baton Rouge,
Louisiana
|
$2.41M
|
+$637K
|
+21,218
|
+37%
|
|
|
15
|
MFA Wealth Services
Thousand Oaks,
California
|
$2.21M
|
+$1.5K
|
+50
|
+0.1%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.85M
|
-$677K
|
-22,530
|
-27%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.61M
|
+$623K
|
+20,750
|
+66%
|
|
|
18
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.59M
|
+$1.21M
|
+40,439
|
+355%
|
|
|
19
|
Principal Securities
Des Moines,
Iowa
|
$1.44M
|
+$515K
|
+17,163
|
+58%
|
|
|
20
|
M Holdings Securities
Portland,
Oregon
|
$1.02M
|
+$997K
|
+33,180
|
New
|
|
|
21
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$865K
|
-$42.2K
|
-1,406
|
-5%
|
|
|
22
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$793K
|
+$91.8K
|
+3,057
|
+13%
|
|
|
23
|
Harbour Investments
Madison,
Wisconsin
|
$728K
|
-$11.6K
|
-387
|
-2%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$636K
|
+$622K
|
+20,708
|
New
|
|
|
25
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$604K
|
+$591K
|
+19,682
|
New
|
|
