|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$523M
|
+$176M
|
+3,001,165
|
+54%
|
|
|
2
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$116M
|
-$8.06M
|
-137,188
|
-7%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$69.1M
|
+$5.72M
|
+97,429
|
+9%
|
|
|
4
|
Kestra Advisory Services
Austin,
Texas
|
$31M
|
+$117K
|
+1,987
|
+0.4%
|
|
|
5
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$15.3M
|
+$13.1K
|
+223
|
+0.1%
|
|
|
6
|
Gunn & Company Investment Management
Jacksonville,
Florida
|
$15.3M
|
+$14M
|
+238,362
|
+2,043%
|
|
|
7
|
Great Lakes Retirement
Sandusky,
Ohio
|
$14.9M
|
-$993K
|
-16,909
|
-6%
|
|
|
8
|
High Probability Advisors
Pittsford,
New York
|
$12.1M
|
+$173K
|
+2,939
|
+2%
|
|
|
9
|
Beacon Financial Group
Dallas,
Texas
|
$12M
|
+$449K
|
+7,645
|
+4%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.82M
|
+$45.7K
|
+778
|
+0.5%
|
|
|
11
|
Sunbelt Securities
Houston,
Texas
|
$6M
|
+$121K
|
+2,056
|
+2%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.63M
|
-$8.78M
|
-149,544
|
-66%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.87M
|
+$174K
|
+2,958
|
+5%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$3.43M
|
+$456K
|
+7,759
|
+16%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$3.05M
|
+$76.9K
|
+1,309
|
+3%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$2.57M
|
+$6.64K
|
+113
|
+0.3%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.44M
|
+$2.34M
|
+39,830
|
New
|
|
|
18
|
Rockefeller Capital Management
New York
|
$2.32M
|
+$278K
|
+4,741
|
+14%
|
|
|
19
|
Allworth Financial
Folsom,
California
|
$2.3M
|
-$40.9K
|
-697
|
-2%
|
|
|
20
|
LVZ Inc
Holland,
Michigan
|
$2.2M
|
-$192K
|
-3,262
|
-8%
|
|
|
21
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$2.19M
|
+$2.09M
|
+35,639
|
New
|
|
|
22
|
Sequent Asset Management
Houston,
Texas
|
$1.99M
|
-$114K
|
-1,940
|
-6%
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.97M
|
-$11.9K
|
-203
|
-0.6%
|
|
|
24
|
|
$1.96M
|
+$119K
|
+2,019
|
+7%
|
|
|
25
|
|
$1.91M
|
+$814K
|
+13,867
|
+80%
|
|
