|
1
|
|
$758M
|
-$54M
|
-737,312
|
-7%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$241M
|
+$50M
|
+682,786
|
+28%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$176M
|
+$9.44M
|
+128,740
|
+6%
|
|
|
4
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$79.9M
|
+$1.49M
|
+20,260
|
+2%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$54.8M
|
+$1.58M
|
+21,569
|
+3%
|
|
|
6
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$49.4M
|
+$1.17M
|
+16,014
|
+3%
|
|
|
7
|
Jones Financial Companies
Des Peres,
Missouri
|
$47.8M
|
+$11.7M
|
+159,065
|
+35%
|
|
|
8
|
Bank of New York Mellon
New York
|
$45.3M
|
+$1.28M
|
+17,399
|
+3%
|
|
|
9
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$44.6M
|
+$1.21M
|
+16,495
|
+3%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$36.2M
|
+$3.47M
|
+47,309
|
+11%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$35.6M
|
+$4.11M
|
+56,028
|
+14%
|
|
|
12
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$34.3M
|
+$634K
|
+8,645
|
+2%
|
|
|
13
|
Meridian Financial Partners
Warrenton,
Virginia
|
$26.6M
|
+$710K
|
+9,681
|
+3%
|
|
|
14
|
CGC Financial Services
Lake Oswego,
Oregon
|
$25.3M
|
-$1.12M
|
-15,347
|
-5%
|
|
|
15
|
Verus Capital Partners
Scottsdale,
Arizona
|
$21.7M
|
+$446K
|
+6,080
|
+2%
|
|
|
16
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$20.2M
|
+$39.3K
|
+536
|
+0.2%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18.1M
|
-$1.92M
|
-26,151
|
-10%
|
|
|
18
|
Retirement Management Systems
Leonardtown,
Maryland
|
$17.8M
|
+$965K
|
+13,160
|
+6%
|
|
|
19
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$17.5M
|
+$2M
|
+27,349
|
+14%
|
|
|
20
|
Alpha Capital Management
Austin,
Texas
|
$16.3M
|
-$14.1K
|
-193
|
-0.1%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15M
|
+$1.24M
|
+16,959
|
+10%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.8M
|
+$444K
|
+6,053
|
+3%
|
|
|
23
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$14.3M
|
+$537K
|
+7,322
|
+4%
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$12.2M
|
+$4.02M
|
+54,783
|
+54%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.2M
|
+$304K
|
+4,148
|
+3%
|
|
