|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$9.56B
|
+$476M
|
+10,830,230
|
+5%
|
|
|
2
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$20.6M
|
+$3.72M
|
+84,688
|
+22%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$11.1M
|
+$11.1M
|
+252,534
|
New
|
|
|
4
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$9.34M
|
+$1.07M
|
+24,332
|
+13%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.97M
|
+$2.12M
|
+48,284
|
+55%
|
|
|
6
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.73M
|
+$5.74M
|
+130,680
|
New
|
|
|
7
|
|
$4.55M
|
+$985K
|
+22,422
|
+28%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$3.28M
|
+$374K
|
+8,519
|
+13%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.99M
|
+$1.2M
|
+27,273
|
+66%
|
|
|
10
|
|
$2.1M
|
-$5.92M
|
-134,695
|
-74%
|
|
|
11
|
&Partners
Nashville,
Tennessee
|
$1.73M
|
+$202K
|
+4,587
|
+14%
|
|
|
12
|
Midwest Financial Network
Tinley Park,
Illinois
|
$1.53M
|
+$814K
|
+18,527
|
+113%
|
|
|
13
|
RCS Financial Planning
Annapolis,
Maryland
|
$1.19M
|
+$659
|
+15
|
+0.1%
|
|
|
14
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$1.18M
|
-$5.19M
|
-118,218
|
-81%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$1.15M
|
+$635K
|
+14,450
|
+123%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$942K
|
+$43.1K
|
+980
|
+5%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$858K
|
+$309K
|
+7,029
|
+56%
|
|
|
18
|
Focus Partners Wealth
Boston,
Massachusetts
|
$732K
|
+$354K
|
+8,053
|
+93%
|
|
|
19
|
|
$640K
|
+$642K
|
+14,619
|
New
|
|
|
20
|
Synergy Asset Management
Vancouver,
Washington
|
$618K
|
+$620K
|
+14,101
|
New
|
|
|
21
|
Capital Investment Advisors
Atlanta,
Georgia
|
$496K
|
+$497K
|
+11,310
|
New
|
|
|
22
|
MONECO Advisors
Fairfield,
Connecticut
|
$474K
|
+$475K
|
+10,820
|
New
|
|
|
23
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$422K
|
–
|
–
|
–
|
|
|
24
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$418K
|
+$419K
|
+9,543
|
New
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$407K
|
+$408K
|
+9,284
|
New
|
|
