|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$175M
|
+$175M
|
+1,821,453
|
New
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$90.2M
|
+$1.54M
|
+16,035
|
+2%
|
|
|
3
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$87.5M
|
+$1.95M
|
+20,348
|
+2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$57.3M
|
+$16M
|
+166,306
|
+39%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$52.2M
|
-$4.27M
|
-44,459
|
-8%
|
|
|
6
|
TD Capital Management
Memphis,
Tennessee
|
$41.4M
|
+$342K
|
+3,564
|
+0.8%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$39.2M
|
+$2.35M
|
+24,446
|
+6%
|
|
|
8
|
|
$32.4M
|
+$1.11M
|
+11,559
|
+4%
|
|
|
9
|
|
$26.7M
|
+$975K
|
+10,152
|
+4%
|
|
|
10
|
Kelly Financial Group
Wethersfield,
Connecticut
|
$26.5M
|
+$784K
|
+8,159
|
+3%
|
|
|
11
|
O'Connor Financial Group
Quincy,
Illinois
|
$22.2M
|
+$1.11M
|
+11,597
|
+5%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$18.5M
|
+$386K
|
+4,018
|
+2%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.4M
|
-$2.54M
|
-26,419
|
-12%
|
|
|
14
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$17.1M
|
-$7.42M
|
-77,297
|
-30%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15M
|
+$6.53M
|
+67,956
|
+77%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$13.4M
|
+$177K
|
+1,840
|
+1%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$11.5M
|
-$7.35M
|
-76,565
|
-39%
|
|
|
18
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$11.3M
|
-$2.73M
|
-28,467
|
-20%
|
|
|
19
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$7.65M
|
+$39.8K
|
+414
|
+0.5%
|
|
|
20
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$6.57M
|
+$4.71M
|
+49,050
|
+253%
|
|
|
21
|
Howland Capital Management
Boston,
Massachusetts
|
$6.54M
|
-$424K
|
-4,411
|
-6%
|
|
|
22
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$6.51M
|
-$3.04M
|
-31,670
|
-32%
|
|
|
23
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$6.01M
|
+$717K
|
+7,470
|
+14%
|
|
|
24
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$5.73M
|
+$780K
|
+8,121
|
+16%
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$5.33M
|
-$1.12M
|
-11,654
|
-17%
|
|
