|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$326M
|
+$268M
|
+4,766,326
|
+622%
|
|
|
2
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$120M
|
+$114M
|
+2,034,771
|
New
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$60.6M
|
+$1.09M
|
+19,469
|
+2%
|
|
|
4
|
Kestra Advisory Services
Austin,
Texas
|
$30.8M
|
+$4.24M
|
+75,503
|
+17%
|
|
|
5
|
Great Lakes Retirement
Sandusky,
Ohio
|
$15.4M
|
-$309K
|
-5,503
|
-2%
|
|
|
6
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$14.7M
|
-$446K
|
-7,942
|
-3%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.3M
|
-$2.43M
|
-43,231
|
-16%
|
|
|
8
|
High Probability Advisors
Pittsford,
New York
|
$11.5M
|
+$170K
|
+3,022
|
+2%
|
|
|
9
|
Beacon Financial Group
Dallas,
Texas
|
$11.1M
|
+$10.6M
|
+188,333
|
New
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.43M
|
-$4.46M
|
-79,300
|
-36%
|
|
|
11
|
Sunbelt Securities
Houston,
Texas
|
$5.65M
|
-$328K
|
-5,840
|
-6%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.54M
|
+$944K
|
+16,801
|
+39%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.49M
|
+$3.03M
|
+53,840
|
+1,006%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$2.86M
|
+$1.26M
|
+22,366
|
+86%
|
|
|
15
|
AE Wealth Management
Topeka,
Kansas
|
$2.84M
|
-$105K
|
-1,870
|
-4%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$2.47M
|
-$53.7K
|
-955
|
-2%
|
|
|
17
|
LVZ Inc
Holland,
Michigan
|
$2.31M
|
-$128K
|
-2,281
|
-5%
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$2.24M
|
-$93K
|
-1,654
|
-4%
|
|
|
19
|
Silver Oak Securities
Jackson,
Tennessee
|
$2.17M
|
+$2.07M
|
+36,811
|
New
|
|
|
20
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.12M
|
+$50.3K
|
+895
|
+3%
|
|
|
21
|
Sequent Asset Management
Houston,
Texas
|
$2.03M
|
-$392K
|
-6,975
|
-17%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$1.95M
|
+$104K
|
+1,848
|
+6%
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.9M
|
+$174K
|
+3,104
|
+11%
|
|
|
24
|
|
$1.77M
|
-$10.8K
|
-193
|
-0.6%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.48M
|
+$28.8K
|
+513
|
+2%
|
|
