|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$8.84B
|
+$284M
|
+6,380,522
|
+3%
|
|
|
2
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$15.1M
|
+$14.5M
|
+325,877
|
+2,052%
|
|
|
3
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$6.39M
|
+$6.44M
|
+144,832
|
New
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$5.37M
|
+$4.02M
|
+90,336
|
+288%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.94M
|
+$602K
|
+13,542
|
+26%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.69M
|
+$1.29M
|
+29,066
|
+91%
|
|
|
7
|
|
$1.79M
|
+$161K
|
+3,618
|
+10%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$975K
|
+$474K
|
+10,663
|
+93%
|
|
|
9
|
&Partners
Nashville,
Tennessee
|
$898K
|
+$904K
|
+20,317
|
New
|
|
|
10
|
Granite Harbor Advisors
Houston,
Texas
|
$664K
|
+$670K
|
+15,053
|
New
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$584K
|
+$589K
|
+13,234
|
New
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$578K
|
+$285K
|
+6,398
|
+95%
|
|
|
13
|
Csenge Advisory Group
Clearwater,
Florida
|
$559K
|
+$563K
|
+12,657
|
New
|
|
|
14
|
|
$547K
|
+$552K
|
+12,401
|
New
|
|
|
15
|
High Falls Advisors
Rochester,
New York
|
$543K
|
+$25.7K
|
+577
|
+5%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$446K
|
+$126K
|
+2,834
|
+39%
|
|
|
17
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$401K
|
+$4.22K
|
+95
|
+1%
|
|
|
18
|
Calamos Wealth Management
Naperville,
Illinois
|
$396K
|
–
|
–
|
–
|
|
|
19
|
Two Sigma Securities
New York
|
$358K
|
-$163K
|
-3,671
|
-31%
|
|
|
20
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$345K
|
+$348K
|
+7,818
|
New
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$300K
|
-$42.1K
|
-946
|
-12%
|
|
|
22
|
Glenview Trust
Louisville,
Kentucky
|
$288K
|
+$290K
|
+6,530
|
New
|
|
|
23
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$283K
|
-$110K
|
-2,475
|
-28%
|
|
|
24
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$277K
|
+$279K
|
+6,266
|
New
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$239K
|
+$118K
|
+2,660
|
+96%
|
|
