|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$54.2M
|
+$4.6M
|
+171,784
|
+10%
|
|
|
2
|
Donoghue Forlines
Boston,
Massachusetts
|
$16M
|
+$7.74M
|
+289,242
|
+104%
|
|
|
3
|
MML Investors Services
Springfield,
Massachusetts
|
$14.5M
|
+$2.44M
|
+91,284
|
+22%
|
|
|
4
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$8.77M
|
+$389K
|
+14,528
|
+4%
|
|
|
5
|
Prudential Financial
Newark,
New Jersey
|
$1.95M
|
+$1.85M
|
+69,186
|
New
|
|
|
6
|
Atria Wealth Solutions
New York
|
$1.28M
|
+$1.22M
|
+45,464
|
New
|
|
|
7
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.12M
|
+$1.07M
|
+39,837
|
New
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$838K
|
+$797K
|
+29,781
|
New
|
|
|
9
|
Park Avenue Securities
New York
|
$710K
|
+$113K
|
+4,241
|
+20%
|
|
|
10
|
Global Retirement Partners
San Rafael,
California
|
$348K
|
+$344K
|
+12,840
|
New
|
|
|
11
|
World Equity Group
Schaumburg,
Illinois
|
$336K
|
+$319K
|
+11,932
|
New
|
|
|
12
|
TrueWealth Advisors
Birmingham,
Alabama
|
$251K
|
–
|
–
|
–
|
|
|
13
|
Bank of New York Mellon
New York
|
$227K
|
+$216K
|
+8,064
|
New
|
|
|
14
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$79K
|
+$11.8K
|
+440
|
+19%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$38K
|
+$31.4K
|
+1,174
|
+663%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16K
|
+$14.8K
|
+554
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$4K
|
-$418K
|
-15,635
|
-99%
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
–
|
-$8.21M
|
-318,352
|
Closed
|
|
|
19
|
First Horizon Advisors
Memphis,
Tennessee
|
–
|
-$112K
|
-4,376
|
Closed
|
|
