|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$577M
|
+$1.78M
|
+22,626
|
+0.3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$112M
|
+$3.98M
|
+50,502
|
+4%
|
|
|
3
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$72.1M
|
-$1.14M
|
-14,441
|
-2%
|
|
|
4
|
Kestra Advisory Services
Austin,
Texas
|
$61.9M
|
-$11M
|
-139,019
|
-15%
|
|
|
5
|
Raffa Wealth Management
Washington,
District of Columbia
|
$34.5M
|
+$4.42M
|
+55,976
|
+15%
|
|
|
6
|
High Probability Advisors
Pittsford,
New York
|
$27.8M
|
+$1.19M
|
+15,030
|
+5%
|
|
|
7
|
Great Lakes Retirement
Sandusky,
Ohio
|
$19.9M
|
-$59.9K
|
-759
|
-0.3%
|
|
|
8
|
|
$18.9M
|
-$2.19M
|
-27,718
|
-11%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.3M
|
-$570K
|
-7,226
|
-4%
|
|
|
10
|
Beacon Financial Group
Dallas,
Texas
|
$10.5M
|
-$802K
|
-10,171
|
-7%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.1M
|
+$4.7M
|
+59,599
|
+93%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.16M
|
-$860K
|
-10,897
|
-9%
|
|
|
13
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$8.98M
|
-$329K
|
-4,175
|
-4%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$7.82M
|
-$1.03M
|
-13,017
|
-12%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.46M
|
+$98.8K
|
+1,253
|
+2%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.1M
|
+$5.7M
|
+72,237
|
+2,597%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$5.93M
|
-$4.42M
|
-56,087
|
-43%
|
|
|
18
|
Kestra Private Wealth Services
Austin,
Texas
|
$5.18M
|
-$161K
|
-2,046
|
-3%
|
|
|
19
|
|
$5.07M
|
-$430K
|
-5,452
|
-8%
|
|
|
20
|
Rockefeller Capital Management
New York
|
$4.76M
|
-$398K
|
-5,045
|
-8%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.66M
|
+$1.88M
|
+23,823
|
+71%
|
|
|
22
|
Keystone Wealth Services
Palm Desert,
California
|
$4.39M
|
+$172K
|
+2,180
|
+4%
|
|
|
23
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$4.26M
|
+$203K
|
+2,577
|
+5%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$4.02M
|
+$124K
|
+1,569
|
+3%
|
|
|
25
|
Madden Advisory Services
Jacksonville,
Florida
|
$3.39M
|
-$44.9K
|
-569
|
-1%
|
|
