|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$429M
|
-$97.3M
|
-1,490,394
|
-19%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$76.7M
|
+$18.5K
|
+283
|
+0%
|
|
|
3
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$66.2M
|
+$434K
|
+6,648
|
+0.7%
|
|
|
4
|
Kestra Advisory Services
Austin,
Texas
|
$42.4M
|
+$3.45M
|
+52,896
|
+10%
|
|
|
5
|
High Probability Advisors
Pittsford,
New York
|
$20.5M
|
+$899K
|
+13,782
|
+5%
|
|
|
6
|
Great Lakes Retirement
Sandusky,
Ohio
|
$16.7M
|
-$93.3K
|
-1,429
|
-0.6%
|
|
|
7
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$16.2M
|
-$401K
|
-6,149
|
-3%
|
|
|
8
|
|
$15.9M
|
+$3.38M
|
+51,744
|
+29%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.5M
|
+$807K
|
+12,366
|
+8%
|
|
|
10
|
Beacon Financial Group
Dallas,
Texas
|
$11.1M
|
-$875K
|
-13,410
|
-8%
|
|
|
11
|
Raffa Wealth Management
Washington,
District of Columbia
|
$9.71M
|
+$9.1M
|
+139,432
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.33M
|
-$589K
|
-9,025
|
-7%
|
|
|
13
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$8.32M
|
+$294K
|
+4,499
|
+4%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.03M
|
+$458K
|
+7,016
|
+6%
|
|
|
15
|
Sunbelt Securities
Houston,
Texas
|
$6.53M
|
-$115K
|
-1,769
|
-2%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$5.18M
|
+$706K
|
+10,815
|
+17%
|
|
|
17
|
|
$4.44M
|
-$1.5K
|
-23
|
-0%
|
|
|
18
|
Kestra Private Wealth Services
Austin,
Texas
|
$3.8M
|
+$184K
|
+2,812
|
+5%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$3.26M
|
+$95K
|
+1,455
|
+3%
|
|
|
20
|
Rockefeller Capital Management
New York
|
$3.09M
|
+$218K
|
+3,341
|
+8%
|
|
|
21
|
Unique Wealth
Clearwater,
Florida
|
$2.85M
|
-$1.35M
|
-20,717
|
-34%
|
|
|
22
|
Quotient Wealth Partners
Dallas,
Texas
|
$2.72M
|
-$225K
|
-3,441
|
-8%
|
|
|
23
|
Allworth Financial
Folsom,
California
|
$2.67M
|
+$9.2K
|
+141
|
+0.4%
|
|
|
24
|
|
$2.52M
|
+$974K
|
+14,923
|
+70%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$2.49M
|
+$1.8M
|
+27,558
|
+338%
|
|
