|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$754M
|
+$31.3M
|
+683,525
|
+4%
|
|
|
2
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$231M
|
+$52.5M
|
+1,144,782
|
+28%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$148M
|
+$11.4M
|
+248,103
|
+8%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$94.3M
|
+$7M
|
+152,665
|
+8%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$57.1M
|
+$6.5M
|
+141,664
|
+12%
|
|
|
6
|
Kestra Investment Management
Austin,
Texas
|
$55M
|
-$1.22M
|
-26,695
|
-2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$54.5M
|
+$5.45M
|
+118,770
|
+11%
|
|
|
8
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$37.6M
|
+$18.8M
|
+408,953
|
+95%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$34.6M
|
+$11.6M
|
+252,096
|
+48%
|
|
|
10
|
Atria Investments
Charlotte,
North Carolina
|
$33.9M
|
+$17.1M
|
+372,797
|
+97%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$26M
|
-$1.05M
|
-22,884
|
-4%
|
|
|
12
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$25.4M
|
+$1.08M
|
+23,499
|
+4%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$25M
|
+$3.22M
|
+70,166
|
+14%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$19.4M
|
+$8.34M
|
+181,886
|
+72%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18.5M
|
+$3.26M
|
+71,053
|
+21%
|
|
|
16
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$18.3M
|
+$10.3M
|
+225,429
|
+122%
|
|
|
17
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$16M
|
+$1.03M
|
+22,470
|
+7%
|
|
|
18
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$14.2M
|
+$2.64M
|
+57,652
|
+22%
|
|
|
19
|
GEN Financial Management
Plymouth,
Minnesota
|
$13.6M
|
+$218K
|
+4,747
|
+2%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.7M
|
-$3.93M
|
-85,757
|
-23%
|
|
|
21
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$11.3M
|
+$157K
|
+3,417
|
+1%
|
|
|
22
|
Presper Financial Architects
Akron,
Ohio
|
$11M
|
+$8.08M
|
+176,191
|
+249%
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$9.07M
|
-$34.7K
|
-757
|
-0.4%
|
|
|
24
|
Farther Finance Advisors
San Francisco,
California
|
$8.85M
|
+$36.7K
|
+800
|
+0.4%
|
|
|
25
|
Prasad Wealth Partners
Independence,
Ohio
|
$8.82M
|
+$325K
|
+7,094
|
+4%
|
|
