|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$420M
|
-$15.1M
|
-201,876
|
-4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$92.8M
|
+$5.36M
|
+71,419
|
+6%
|
|
|
3
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$68.8M
|
-$1.7M
|
-22,691
|
-2%
|
|
|
4
|
Kestra Advisory Services
Austin,
Texas
|
$50.9M
|
+$3M
|
+40,034
|
+6%
|
|
|
5
|
Raffa Wealth Management
Washington,
District of Columbia
|
$27M
|
+$2.25M
|
+29,963
|
+9%
|
|
|
6
|
High Probability Advisors
Pittsford,
New York
|
$23.4M
|
+$452K
|
+6,021
|
+2%
|
|
|
7
|
|
$18.7M
|
+$127K
|
+1,688
|
+0.7%
|
|
|
8
|
Great Lakes Retirement
Sandusky,
Ohio
|
$18.3M
|
-$269K
|
-3,584
|
-1%
|
|
|
9
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$13.6M
|
+$3.34M
|
+44,528
|
+33%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$12.6M
|
+$1.43M
|
+19,104
|
+13%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.3M
|
+$89.7K
|
+1,195
|
+0.8%
|
|
|
12
|
Beacon Financial Group
Dallas,
Texas
|
$10.8M
|
-$625K
|
-8,328
|
-5%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.51M
|
-$376K
|
-5,010
|
-4%
|
|
|
14
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$9.03M
|
+$82.6K
|
+1,101
|
+0.9%
|
|
|
15
|
Sunbelt Securities
Houston,
Texas
|
$8.3M
|
+$118K
|
+1,574
|
+1%
|
|
|
16
|
Principal Securities
Des Moines,
Iowa
|
$8.26M
|
+$7.98M
|
+106,345
|
+3,702%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$6.51M
|
+$536K
|
+7,137
|
+9%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.9M
|
+$3.91M
|
+52,077
|
+201%
|
|
|
19
|
|
$5.01M
|
+$279K
|
+3,717
|
+6%
|
|
|
20
|
Kestra Private Wealth Services
Austin,
Texas
|
$4.76M
|
+$456K
|
+6,075
|
+11%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$4.21M
|
+$29.6K
|
+395
|
+0.7%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$3.89M
|
+$369K
|
+4,919
|
+11%
|
|
|
23
|
Keystone Wealth Services
Palm Desert,
California
|
$3.89M
|
+$62.9K
|
+838
|
+2%
|
|
|
24
|
Rockefeller Capital Management
New York
|
$3.44M
|
+$293K
|
+3,898
|
+9%
|
|
|
25
|
Fullerton Advisors
Danville,
California
|
$3.33M
|
+$3.31M
|
+44,115
|
New
|
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