|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$76.2M
|
+$25M
|
+244,565
|
+49%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$59.9M
|
+$6.88M
|
+67,407
|
+13%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$55.1M
|
+$30.8M
|
+301,739
|
+127%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$49.5M
|
–
|
–
|
–
|
|
|
5
|
Howland Capital Management
Boston,
Massachusetts
|
$41.1M
|
+$1.89M
|
+18,539
|
+5%
|
|
|
6
|
|
$29.5M
|
+$13M
|
+127,157
|
+78%
|
|
|
7
|
Access Financial Services
Minneapolis,
Minnesota
|
$26.4M
|
+$1.59M
|
+15,576
|
+6%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$25M
|
-$278K
|
-2,722
|
-1%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$20.5M
|
+$7.06M
|
+69,150
|
+52%
|
|
|
10
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$16.5M
|
-$698K
|
-6,839
|
-4%
|
|
|
11
|
Reitz Capital Advisors
Freeland,
Michigan
|
$16.5M
|
+$16.5M
|
+161,679
|
New
|
|
|
12
|
Tobias Financial Advisors
Plantation,
Florida
|
$16.2M
|
+$3.15M
|
+30,860
|
+24%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15M
|
+$4.46M
|
+43,715
|
+42%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$13M
|
+$2.02M
|
+19,739
|
+18%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$10.4M
|
+$3.75M
|
+36,763
|
+56%
|
|
|
16
|
First National Corp
Rockland,
Massachusetts
|
$9.71M
|
+$1.56M
|
+15,287
|
+19%
|
|
|
17
|
Greatmark Investment Partners
Columbus,
Georgia
|
$8.4M
|
+$1.54M
|
+15,045
|
+22%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$7.84M
|
+$2.07M
|
+20,304
|
+36%
|
|
|
19
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$7.45M
|
+$830K
|
+8,126
|
+13%
|
|
|
20
|
|
$6.08M
|
+$2.24M
|
+21,981
|
+58%
|
|
|
21
|
SkyOak Wealth
Southfield,
Michigan
|
$5.99M
|
-$983K
|
-9,632
|
-14%
|
|
|
22
|
Benedict Financial Advisors
Atlanta,
Georgia
|
$5.56M
|
+$5.57M
|
+54,526
|
New
|
|
|
23
|
AJ Wealth Strategies
New York
|
$4.56M
|
+$1.97M
|
+19,282
|
+76%
|
|
|
24
|
Koshinski Asset Management
Decatur,
Illinois
|
$4.19M
|
+$4.2M
|
+41,120
|
New
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.42M
|
+$494K
|
+4,839
|
+17%
|
|
