|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$521M
|
-$13M
|
-195,220
|
-2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$70.5M
|
-$1.5M
|
-22,531
|
-2%
|
|
|
3
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$63.1M
|
-$1.32M
|
-19,892
|
-2%
|
|
|
4
|
Kestra Advisory Services
Austin,
Texas
|
$35.4M
|
+$2.68M
|
+40,404
|
+8%
|
|
|
5
|
High Probability Advisors
Pittsford,
New York
|
$17.9M
|
+$303K
|
+4,563
|
+2%
|
|
|
6
|
Great Lakes Retirement
Sandusky,
Ohio
|
$15.5M
|
-$517K
|
-7,787
|
-3%
|
|
|
7
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$15.5M
|
+$103K
|
+1,551
|
+0.7%
|
|
|
8
|
Beacon Financial Group
Dallas,
Texas
|
$12.2M
|
+$43.2K
|
+651
|
+0.4%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.8M
|
+$613K
|
+9,225
|
+7%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.74M
|
+$949K
|
+14,291
|
+16%
|
|
|
11
|
Sunbelt Securities
Houston,
Texas
|
$6.55M
|
-$241K
|
-3,624
|
-4%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.03M
|
+$512K
|
+7,713
|
+11%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$4.61M
|
+$341K
|
+5,136
|
+8%
|
|
|
14
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$4.53M
|
+$4.6M
|
+69,223
|
New
|
|
|
15
|
LPL Financial
San Diego,
California
|
$3.53M
|
+$557K
|
+8,384
|
+18%
|
|
|
16
|
|
$3.3M
|
+$324K
|
+4,873
|
+11%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$2.94M
|
-$935K
|
-14,070
|
-24%
|
|
|
18
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.88M
|
+$1.38M
|
+20,768
|
+89%
|
|
|
19
|
Allworth Financial
Folsom,
California
|
$2.55M
|
+$4.18K
|
+63
|
+0.2%
|
|
|
20
|
|
$2.54M
|
+$324K
|
+4,873
|
+14%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$2.53M
|
+$20.5K
|
+308
|
+0.8%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.36M
|
+$193K
|
+2,913
|
+9%
|
|
|
23
|
Sequent Asset Management
Houston,
Texas
|
$2.11M
|
-$17.2K
|
-259
|
-0.8%
|
|
|
24
|
LVZ Inc
Holland,
Michigan
|
$1.83M
|
-$230K
|
-3,464
|
-11%
|
|
|
25
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$1.76M
|
+$390K
|
+5,869
|
+28%
|
|
