|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$851M
|
-$37.3M
|
-754,958
|
-4%
|
|
|
2
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$294M
|
+$19.8M
|
+400,546
|
+8%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$180M
|
+$4.79M
|
+96,787
|
+3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$125M
|
+$12.9M
|
+260,764
|
+12%
|
|
|
5
|
Kestra Investment Management
Austin,
Texas
|
$76.1M
|
+$10.4M
|
+209,405
|
+17%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$72.3M
|
+$7.35M
|
+148,606
|
+12%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$71.6M
|
+$3.85M
|
+77,804
|
+6%
|
|
|
8
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$45.8M
|
+$1.27M
|
+25,612
|
+3%
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
$39.5M
|
-$585K
|
-11,826
|
-2%
|
|
|
10
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$32.6M
|
+$2.36M
|
+47,688
|
+8%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$31.5M
|
-$8.86M
|
-179,223
|
-23%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$29.9M
|
-$776K
|
-15,702
|
-3%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$25.6M
|
-$3.61M
|
-72,984
|
-13%
|
|
|
14
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$25.5M
|
+$3.58M
|
+72,305
|
+18%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$24.4M
|
+$1.33M
|
+26,847
|
+6%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.5M
|
+$6.05M
|
+122,271
|
+43%
|
|
|
17
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$18.8M
|
+$1.93M
|
+38,940
|
+12%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18.8M
|
-$2.92M
|
-59,065
|
-14%
|
|
|
19
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$18.7M
|
-$220K
|
-4,445
|
-1%
|
|
|
20
|
GEN Financial Management
Plymouth,
Minnesota
|
$15.7M
|
-$295K
|
-5,970
|
-2%
|
|
|
21
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$13.1M
|
+$45.4K
|
+919
|
+0.4%
|
|
|
22
|
Presper Financial Architects
Akron,
Ohio
|
$13M
|
-$18.5K
|
-375
|
-0.2%
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$10.6M
|
-$89.6K
|
-1,812
|
-0.9%
|
|
|
24
|
Prasad Wealth Partners
Independence,
Ohio
|
$10.5M
|
+$34.6K
|
+700
|
+0.4%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$9.87M
|
+$2.14M
|
+43,273
|
+30%
|
|
