|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$491M
|
-$20.8M
|
-312,899
|
-4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$70.7M
|
+$1.62M
|
+24,318
|
+2%
|
|
|
3
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$60.6M
|
-$1.35M
|
-20,383
|
-2%
|
|
|
4
|
Kestra Advisory Services
Austin,
Texas
|
$35.7M
|
+$1,000K
|
+15,054
|
+3%
|
|
|
5
|
High Probability Advisors
Pittsford,
New York
|
$18M
|
+$497K
|
+7,489
|
+3%
|
|
|
6
|
Great Lakes Retirement
Sandusky,
Ohio
|
$15.5M
|
+$289K
|
+4,349
|
+2%
|
|
|
7
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$15.4M
|
+$190K
|
+2,866
|
+1%
|
|
|
8
|
|
$11.4M
|
+$9.2M
|
+138,488
|
+357%
|
|
|
9
|
Beacon Financial Group
Dallas,
Texas
|
$11.1M
|
-$910K
|
-13,708
|
-7%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.78M
|
+$1.19M
|
+17,915
|
+13%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.26M
|
+$1.7M
|
+25,653
|
+25%
|
|
|
12
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$7.38M
|
+$7.64M
|
+114,995
|
New
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.95M
|
+$2.1M
|
+31,545
|
+41%
|
|
|
14
|
Sunbelt Securities
Houston,
Texas
|
$6.52M
|
+$117K
|
+1,769
|
+2%
|
|
|
15
|
AE Wealth Management
Topeka,
Kansas
|
$4.82M
|
+$311K
|
+4,682
|
+7%
|
|
|
16
|
|
$4.09M
|
+$889K
|
+13,383
|
+27%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$4.08M
|
+$635K
|
+9,566
|
+18%
|
|
|
18
|
Unique Wealth
Clearwater,
Florida
|
$3.96M
|
+$4.1M
|
+61,667
|
New
|
|
|
19
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$3.49M
|
+$2.75M
|
+41,452
|
+318%
|
|
|
20
|
Kestra Private Wealth Services
Austin,
Texas
|
$3.33M
|
+$519K
|
+7,813
|
+18%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$2.91M
|
+$32.5K
|
+490
|
+1%
|
|
|
22
|
Quotient Wealth Partners
Dallas,
Texas
|
$2.73M
|
+$2.01M
|
+30,335
|
+248%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$2.64M
|
+$160K
|
+2,411
|
+6%
|
|
|
24
|
Allworth Financial
Folsom,
California
|
$2.39M
|
+$33.8K
|
+509
|
+1%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.16M
|
-$155K
|
-2,331
|
-6%
|
|
