|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$819M
|
+$68.3M
|
+2,086,289
|
+9%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$38.7M
|
+$1.82M
|
+55,595
|
+5%
|
|
|
3
|
RFG Advisory
Birmingham,
Alabama
|
$26.9M
|
+$4.48M
|
+136,812
|
+19%
|
|
|
4
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$13.3M
|
+$576K
|
+17,585
|
+4%
|
|
|
5
|
Evernest Financial Advisors
Carmel,
Indiana
|
$9.6M
|
-$4.26M
|
-130,061
|
-32%
|
|
|
6
|
MAI Capital Management
Independence,
Ohio
|
$9.59M
|
+$61.6K
|
+1,881
|
+0.6%
|
|
|
7
|
Keenan LLC
Boston,
Massachusetts
|
$9.25M
|
+$810K
|
+24,723
|
+9%
|
|
|
8
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$7M
|
-$636K
|
-19,437
|
-8%
|
|
|
9
|
Gaddis Premier Wealth Advisors
Durant,
Oklahoma
|
$6.86M
|
+$229K
|
+7,005
|
+3%
|
|
|
10
|
Novem Group
Rochester,
New York
|
$6.57M
|
+$6.73M
|
+205,593
|
New
|
|
|
11
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$5.92M
|
–
|
–
|
–
|
|
|
12
|
SK Wealth Management
Providence,
Rhode Island
|
$5.66M
|
+$59.5K
|
+1,818
|
+1%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.05M
|
+$2.44M
|
+74,492
|
+142%
|
|
|
14
|
Clarity Retirement & Wealth
New Bedford,
Massachusetts
|
$3.52M
|
+$623K
|
+19,014
|
+21%
|
|
|
15
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$3.31M
|
+$1.7M
|
+51,812
|
+100%
|
|
|
16
|
|
$3.2M
|
+$404K
|
+12,346
|
+14%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.18M
|
+$2.69M
|
+82,084
|
+511%
|
|
|
18
|
Advyzon Investment Management
Lisle,
Illinois
|
$2.89M
|
+$2.97M
|
+90,566
|
New
|
|
|
19
|
MFA Wealth Services
Thousand Oaks,
California
|
$2.39M
|
+$93.2K
|
+2,846
|
+4%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.09M
|
+$169K
|
+5,174
|
+9%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.97M
|
+$1.53M
|
+46,838
|
+316%
|
|
|
22
|
Per Stirling Capital Management
Austin,
Texas
|
$1.85M
|
+$1.89M
|
+57,805
|
New
|
|
|
23
|
Principal Securities
Des Moines,
Iowa
|
$1.84M
|
+$355K
|
+10,852
|
+23%
|
|
|
24
|
M Holdings Securities
Portland,
Oregon
|
$1.8M
|
+$545K
|
+16,650
|
+50%
|
|
|
25
|
Dahring Cusmano
Novi,
Michigan
|
$1.79M
|
+$1.83M
|
+55,908
|
New
|
|
