|
1
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$297M
|
+$207M
|
+3,532,799
|
+7,018%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$69.3M
|
+$2.35M
|
+40,118
|
+4%
|
|
|
3
|
|
$55.5M
|
+$3.85M
|
+65,719
|
+8%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$54.4M
|
+$10.7M
|
+182,423
|
+26%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$51.3M
|
+$1.54M
|
+26,275
|
+3%
|
|
|
6
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$49.9M
|
+$1.65M
|
+28,231
|
+4%
|
|
|
7
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$34.9M
|
+$1.13M
|
+19,306
|
+3%
|
|
|
8
|
High Probability Advisors
Pittsford,
New York
|
$21.6M
|
-$499K
|
-8,519
|
-2%
|
|
|
9
|
Custos Family Office
Austin,
Texas
|
$18.6M
|
+$2.59M
|
+44,185
|
+17%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.2M
|
+$11.2K
|
+191
|
+0.1%
|
|
|
11
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$9.9M
|
+$336K
|
+5,735
|
+4%
|
|
|
12
|
Prism Advisors
Studio City,
California
|
$9.68M
|
-$16.3M
|
-279,070
|
-64%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.67M
|
+$414K
|
+7,078
|
+5%
|
|
|
14
|
Halpern Financial
Ashburn,
Virginia
|
$9.37M
|
-$1.11M
|
-18,963
|
-11%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$8.58M
|
+$1.52M
|
+26,056
|
+23%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$8.36M
|
-$709K
|
-12,118
|
-8%
|
|
|
17
|
Focus Partners Wealth
Boston,
Massachusetts
|
$8.15M
|
+$10M
|
+171,370
|
New
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$7.82M
|
-$48.7K
|
-832
|
-0.6%
|
|
|
19
|
Fischer Investment Strategies
Westlake Village,
California
|
$7.62M
|
+$1.44M
|
+24,618
|
+24%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$7.17M
|
-$43.1K
|
-736
|
-0.6%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.54M
|
+$460K
|
+7,867
|
+8%
|
|
|
22
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$6.06M
|
+$458K
|
+7,832
|
+9%
|
|
|
23
|
Condor Capital Management
Martinsville,
New Jersey
|
$6.05M
|
+$228K
|
+3,898
|
+4%
|
|
|
24
|
|
$5.06M
|
+$267K
|
+4,565
|
+6%
|
|
|
25
|
AE Wealth Management
Topeka,
Kansas
|
$4.98M
|
+$621K
|
+10,615
|
+15%
|
|
