|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$714M
|
+$5.52M
|
+125,904
|
+0.8%
|
|
|
2
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$177M
|
+$9.51M
|
+216,879
|
+6%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$135M
|
+$21.1M
|
+480,484
|
+19%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$86.3M
|
+$55.3M
|
+1,261,576
|
+182%
|
|
|
5
|
Kestra Investment Management
Austin,
Texas
|
$55.5M
|
+$55.1M
|
+1,257,283
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$50.1M
|
-$4.4M
|
-100,459
|
-8%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$48.5M
|
+$3.8M
|
+86,762
|
+9%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$26.7M
|
+$1.48M
|
+33,765
|
+6%
|
|
|
9
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$24.1M
|
+$1.54M
|
+35,055
|
+7%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$23.1M
|
+$8.14M
|
+185,764
|
+55%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$21.5M
|
+$2.23M
|
+50,798
|
+12%
|
|
|
12
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$19.1M
|
+$257K
|
+5,857
|
+1%
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$17M
|
+$165K
|
+3,773
|
+1%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.3M
|
+$1.48M
|
+33,709
|
+10%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$15.1M
|
+$757K
|
+17,264
|
+5%
|
|
|
16
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$14.8M
|
+$805K
|
+18,357
|
+6%
|
|
|
17
|
GEN Financial Management
Plymouth,
Minnesota
|
$13.2M
|
+$13.1M
|
+298,664
|
New
|
|
|
18
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$11.5M
|
+$6.39M
|
+145,799
|
+128%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$11.1M
|
-$441K
|
-10,071
|
-4%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.8M
|
-$1.2M
|
-27,286
|
-10%
|
|
|
21
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$10.8M
|
+$305K
|
+6,967
|
+3%
|
|
|
22
|
Steward Partners Investment Advisory
New York
|
$8.98M
|
+$136K
|
+3,096
|
+2%
|
|
|
23
|
Novem Group
Rochester,
New York
|
$8.95M
|
+$66.8K
|
+1,524
|
+0.8%
|
|
|
24
|
Farther Finance Advisors
San Francisco,
California
|
$8.6M
|
+$621K
|
+14,173
|
+8%
|
|
|
25
|
Prasad Wealth Partners
Independence,
Ohio
|
$8.39M
|
+$8.34M
|
+190,174
|
New
|
|
