|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$185M
|
+$9.99M
|
+104,036
|
+6%
|
|
|
2
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$104M
|
+$16.2M
|
+168,909
|
+19%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$97.2M
|
+$40M
|
+417,213
|
+70%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$85.4M
|
-$4.62M
|
-48,161
|
-5%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$49.5M
|
-$2.64M
|
-27,484
|
-5%
|
|
|
6
|
TD Capital Management
Memphis,
Tennessee
|
$41.8M
|
+$448K
|
+4,672
|
+1%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$40.6M
|
+$1.48M
|
+15,465
|
+4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$39.5M
|
+$21.2M
|
+220,793
|
+115%
|
|
|
9
|
|
$37.8M
|
+$5.46M
|
+56,875
|
+17%
|
|
|
10
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$32.9M
|
+$33M
|
+343,728
|
New
|
|
|
11
|
|
$27.2M
|
+$585K
|
+6,092
|
+2%
|
|
|
12
|
Kelly Financial Group
Wethersfield,
Connecticut
|
$27.1M
|
+$764K
|
+7,958
|
+3%
|
|
|
13
|
O'Connor Financial Group
Quincy,
Illinois
|
$22.2M
|
-$6.72K
|
-70
|
-0%
|
|
|
14
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$18.5M
|
+$1.45M
|
+15,083
|
+8%
|
|
|
15
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$16.9M
|
+$9.24M
|
+96,291
|
+121%
|
|
|
16
|
Brown Advisory
Baltimore,
Maryland
|
$15.9M
|
+$12.5M
|
+130,095
|
+360%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.6M
|
+$644K
|
+6,714
|
+4%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$15.2M
|
+$12.6M
|
+131,327
|
+482%
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$13.6M
|
+$2.38M
|
+24,844
|
+21%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$13.1M
|
-$330K
|
-3,440
|
-2%
|
|
|
21
|
Atria Investments
Charlotte,
North Carolina
|
$11.7M
|
+$6.43M
|
+67,005
|
+121%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$10.9M
|
+$9.52M
|
+99,202
|
+660%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$10.5M
|
-$1M
|
-10,420
|
-9%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$10.1M
|
-$8.35M
|
-87,038
|
-45%
|
|
|
25
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$8.57M
|
+$2.01M
|
+20,965
|
+31%
|
|
