|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$513M
|
+$114M
|
+1,510,195
|
+27%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$96.1M
|
+$7.18M
|
+94,920
|
+8%
|
|
|
3
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$65.3M
|
-$719K
|
-9,498
|
-1%
|
|
|
4
|
Kestra Advisory Services
Austin,
Texas
|
$65.3M
|
+$17.1M
|
+226,425
|
+34%
|
|
|
5
|
Raffa Wealth Management
Washington,
District of Columbia
|
$26.7M
|
+$883K
|
+11,659
|
+3%
|
|
|
6
|
High Probability Advisors
Pittsford,
New York
|
$23.7M
|
+$1.31M
|
+17,351
|
+6%
|
|
|
7
|
|
$18.5M
|
+$1.06M
|
+14,000
|
+6%
|
|
|
8
|
Great Lakes Retirement
Sandusky,
Ohio
|
$17.8M
|
+$195K
|
+2,574
|
+1%
|
|
|
9
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$13.1M
|
+$30.5K
|
+403
|
+0.2%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$12.4M
|
+$352K
|
+4,644
|
+3%
|
|
|
11
|
Beacon Financial Group
Dallas,
Texas
|
$10.1M
|
-$260K
|
-3,433
|
-2%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$9.36M
|
+$5.55M
|
+73,285
|
+132%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.96M
|
-$1.98M
|
-26,099
|
-17%
|
|
|
14
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$8.32M
|
-$375K
|
-4,958
|
-4%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$7.93M
|
+$1.74M
|
+23,046
|
+27%
|
|
|
16
|
Principal Securities
Des Moines,
Iowa
|
$5.91M
|
-$2.1M
|
-27,807
|
-25%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.68M
|
+$9.39K
|
+124
|
+0.2%
|
|
|
18
|
Sunbelt Securities
Houston,
Texas
|
$5.24M
|
-$2.85M
|
-37,663
|
-34%
|
|
|
19
|
|
$4.92M
|
+$117K
|
+1,542
|
+2%
|
|
|
20
|
Kestra Private Wealth Services
Austin,
Texas
|
$4.77M
|
+$202K
|
+2,671
|
+4%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.66M
|
-$4.67M
|
-61,669
|
-49%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$4.61M
|
+$1.37M
|
+18,045
|
+40%
|
|
|
23
|
Keystone Wealth Services
Palm Desert,
California
|
$3.76M
|
+$19.1K
|
+252
|
+0.5%
|
|
|
24
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$3.61M
|
+$2.06M
|
+27,188
|
+120%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$3.47M
|
-$277K
|
-3,665
|
-7%
|
|
