|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$239M
|
+$54.9M
|
+575,120
|
+30%
|
|
|
2
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$107M
|
+$3.3M
|
+34,527
|
+3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$71.3M
|
-$25.7M
|
-268,810
|
-27%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$54.5M
|
+$5.15M
|
+53,955
|
+10%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$42.2M
|
+$1.7M
|
+17,751
|
+4%
|
|
|
6
|
TD Capital Management
Memphis,
Tennessee
|
$42.1M
|
+$381K
|
+3,987
|
+0.9%
|
|
|
7
|
|
$37.7M
|
+$19.4K
|
+203
|
+0.1%
|
|
|
8
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$35.4M
|
+$2.56M
|
+26,806
|
+8%
|
|
|
9
|
|
$31.7M
|
+$4.44M
|
+46,489
|
+16%
|
|
|
10
|
Kelly Financial Group
Wethersfield,
Connecticut
|
$28.6M
|
+$1.59M
|
+16,665
|
+6%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$25M
|
-$14.4M
|
-150,666
|
-37%
|
|
|
12
|
O'Connor Financial Group
Quincy,
Illinois
|
$19.4M
|
-$2.72M
|
-28,488
|
-12%
|
|
|
13
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$18.6M
|
+$152K
|
+1,588
|
+0.8%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.1M
|
+$542K
|
+5,676
|
+3%
|
|
|
15
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$14.9M
|
+$1.32M
|
+13,861
|
+10%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$12.8M
|
-$236K
|
-2,469
|
-2%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11.9M
|
+$1.88M
|
+19,669
|
+19%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$9.89M
|
-$547K
|
-5,726
|
-5%
|
|
|
19
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$8.85M
|
+$304K
|
+3,183
|
+4%
|
|
|
20
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$8.64M
|
-$8.18M
|
-85,609
|
-49%
|
|
|
21
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$8.48M
|
+$853K
|
+8,934
|
+11%
|
|
|
22
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$8.22M
|
+$497K
|
+5,202
|
+6%
|
|
|
23
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$7.65M
|
+$1.61M
|
+16,844
|
+27%
|
|
|
24
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$7.44M
|
+$735K
|
+7,694
|
+11%
|
|
|
25
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$7.11M
|
+$726K
|
+7,601
|
+11%
|
|
