|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$430M
|
-$28.9M
|
-400,992
|
-7%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$86.4M
|
+$3.97M
|
+55,097
|
+5%
|
|
|
3
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$69.7M
|
-$1.35M
|
-18,761
|
-2%
|
|
|
4
|
Kestra Advisory Services
Austin,
Texas
|
$47.3M
|
+$1.77M
|
+24,521
|
+4%
|
|
|
5
|
Raffa Wealth Management
Washington,
District of Columbia
|
$24.4M
|
+$13.5M
|
+187,374
|
+134%
|
|
|
6
|
High Probability Advisors
Pittsford,
New York
|
$22.7M
|
+$637K
|
+8,840
|
+3%
|
|
|
7
|
|
$18.4M
|
+$1.25M
|
+17,304
|
+8%
|
|
|
8
|
Great Lakes Retirement
Sandusky,
Ohio
|
$18.4M
|
+$457K
|
+6,336
|
+3%
|
|
|
9
|
Beacon Financial Group
Dallas,
Texas
|
$11.3M
|
-$532K
|
-7,378
|
-5%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.1M
|
-$1.18M
|
-16,402
|
-10%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$11M
|
+$2.31M
|
+32,010
|
+28%
|
|
|
12
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$10.1M
|
-$7.05M
|
-97,787
|
-42%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.73M
|
+$806K
|
+11,182
|
+9%
|
|
|
14
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$8.85M
|
-$79.6K
|
-1,105
|
-0.9%
|
|
|
15
|
Sunbelt Securities
Houston,
Texas
|
$8.09M
|
+$605K
|
+8,397
|
+8%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$5.9M
|
+$332K
|
+4,601
|
+6%
|
|
|
17
|
|
$4.67M
|
-$91.4K
|
-1,268
|
-2%
|
|
|
18
|
Kestra Private Wealth Services
Austin,
Texas
|
$4.25M
|
+$165K
|
+2,292
|
+4%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$4.13M
|
+$3.95M
|
+54,825
|
+11,470%
|
|
|
20
|
Keystone Wealth Services
Palm Desert,
California
|
$3.78M
|
+$3.25M
|
+45,053
|
+805%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$3.48M
|
-$16.4K
|
-227
|
-0.5%
|
|
|
22
|
Unique Wealth
Clearwater,
Florida
|
$3.19M
|
+$129K
|
+1,789
|
+4%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$3.11M
|
-$204K
|
-2,836
|
-6%
|
|
|
24
|
Quotient Wealth Partners
Dallas,
Texas
|
$2.93M
|
+$3.82K
|
+53
|
+0.1%
|
|
|
25
|
Allworth Financial
Folsom,
California
|
$2.9M
|
+$36.9K
|
+512
|
+1%
|
|
