|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$529M
|
-$23.7M
|
-379,172
|
-4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$71.4M
|
-$1.65M
|
-26,478
|
-2%
|
|
|
3
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$63.9M
|
-$57M
|
-912,918
|
-48%
|
|
|
4
|
Kestra Advisory Services
Austin,
Texas
|
$32.5M
|
-$1.53M
|
-24,427
|
-5%
|
|
|
5
|
High Probability Advisors
Pittsford,
New York
|
$17.4M
|
+$4.45M
|
+71,277
|
+36%
|
|
|
6
|
Great Lakes Retirement
Sandusky,
Ohio
|
$15.9M
|
+$36K
|
+576
|
+0.2%
|
|
|
7
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$15.2M
|
-$946K
|
-15,135
|
-6%
|
|
|
8
|
Beacon Financial Group
Dallas,
Texas
|
$12M
|
-$663K
|
-10,604
|
-5%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.13M
|
-$1.16M
|
-18,561
|
-13%
|
|
|
10
|
Sunbelt Securities
Houston,
Texas
|
$6.72M
|
+$348K
|
+5,564
|
+6%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.76M
|
+$831K
|
+13,293
|
+18%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.48M
|
+$375K
|
+5,999
|
+10%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$4.24M
|
+$590K
|
+9,444
|
+17%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$3.83M
|
+$1.06M
|
+16,962
|
+40%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$2.96M
|
-$258K
|
-4,131
|
-8%
|
|
|
16
|
|
$2.96M
|
+$848K
|
+13,572
|
+42%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.74M
|
+$150K
|
+2,394
|
+6%
|
|
|
18
|
Rockefeller Capital Management
New York
|
$2.49M
|
+$29.5K
|
+472
|
+1%
|
|
|
19
|
Allworth Financial
Folsom,
California
|
$2.44M
|
+$15.6K
|
+250
|
+0.7%
|
|
|
20
|
|
$2.2M
|
+$171K
|
+2,742
|
+9%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.15M
|
+$1.24M
|
+19,927
|
+151%
|
|
|
22
|
|
$2.13M
|
+$1.71M
|
+27,347
|
+506%
|
|
|
23
|
Sequent Asset Management
Houston,
Texas
|
$2.11M
|
–
|
–
|
–
|
|
|
24
|
LVZ Inc
Holland,
Michigan
|
$2.04M
|
-$286K
|
-4,578
|
-13%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.81M
|
+$151K
|
+2,409
|
+9%
|
|
