|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$9.08B
|
+$303M
|
+6,847,216
|
+3%
|
|
|
2
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$16.9M
|
+$1.92M
|
+43,405
|
+13%
|
|
|
3
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$8.27M
|
+$8.36M
|
+188,729
|
New
|
|
|
4
|
|
$8.01M
|
+$7.54M
|
+170,303
|
+1,373%
|
|
|
5
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$6.38M
|
+$26.7K
|
+602
|
+0.4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.85M
|
+$1.2M
|
+27,035
|
+44%
|
|
|
7
|
|
$3.54M
|
+$1.78M
|
+40,239
|
+99%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$2.9M
|
+$2.93M
|
+66,207
|
New
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.82M
|
-$1.12M
|
-25,211
|
-38%
|
|
|
10
|
&Partners
Nashville,
Tennessee
|
$1.45M
|
+$574K
|
+12,958
|
+64%
|
|
|
11
|
RCS Financial Planning
Annapolis,
Maryland
|
$1.19M
|
+$1.2M
|
+27,082
|
New
|
|
|
12
|
|
$1.18M
|
+$1.19M
|
+26,863
|
New
|
|
|
13
|
LPL Financial
San Diego,
California
|
$899K
|
-$70.1K
|
-1,582
|
-7%
|
|
|
14
|
Midwest Financial Network
Tinley Park,
Illinois
|
$717K
|
+$725K
|
+16,360
|
New
|
|
|
15
|
Granite Harbor Advisors
Houston,
Texas
|
$660K
|
–
|
–
|
–
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$550K
|
-$30.6K
|
-690
|
-5%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$516K
|
+$521K
|
+11,762
|
New
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$498K
|
+$55.6K
|
+1,255
|
+12%
|
|
|
19
|
Csenge Advisory Group
Clearwater,
Florida
|
$467K
|
-$88.6K
|
-2,000
|
-16%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$456K
|
+$460K
|
+10,397
|
New
|
|
|
21
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$422K
|
+$23.5K
|
+530
|
+6%
|
|
|
22
|
Calamos Wealth Management
Naperville,
Illinois
|
$393K
|
–
|
–
|
–
|
|
|
23
|
Calamos Advisors
Naperville,
Illinois
|
$393K
|
+$397K
|
+8,963
|
New
|
|
|
24
|
Focus Partners Wealth
Boston,
Massachusetts
|
$379K
|
+$383K
|
+8,652
|
New
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$364K
|
+$368K
|
+8,302
|
New
|
|
