|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$29.7M
|
+$4.15M
|
+143,523
|
+17%
|
|
|
2
|
MML Investors Services
Springfield,
Massachusetts
|
$9.62M
|
+$1.38M
|
+47,843
|
+18%
|
|
|
3
|
Donoghue Forlines
Boston,
Massachusetts
|
$5.82M
|
-$4.45M
|
-153,889
|
-45%
|
|
|
4
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$5.67M
|
+$788K
|
+27,248
|
+17%
|
|
|
5
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.13M
|
+$251K
|
+8,681
|
+31%
|
|
|
6
|
Geneos Wealth Management
Englewood,
Colorado
|
$860K
|
+$66.2K
|
+2,287
|
+9%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$823K
|
–
|
–
|
–
|
|
|
8
|
Atria Wealth Solutions
New York
|
$743K
|
+$105K
|
+3,618
|
+18%
|
|
|
9
|
Tradition Wealth Management
Edina,
Minnesota
|
$557K
|
+$74.3K
|
+2,570
|
+17%
|
|
|
10
|
GTS Securities
Miami,
Florida
|
$502K
|
+$187K
|
+6,461
|
+65%
|
|
|
11
|
Global Retirement Partners
San Rafael,
California
|
$395K
|
+$50.7K
|
+1,754
|
+16%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$370K
|
-$39.8K
|
-1,377
|
-10%
|
|
|
13
|
World Equity Group
Schaumburg,
Illinois
|
$319K
|
+$49.2K
|
+1,701
|
+20%
|
|
|
14
|
Wellington Wealth Strategies
Indianapolis,
Indiana
|
$201K
|
-$345K
|
-11,926
|
-65%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$187K
|
+$4.66K
|
+161
|
+3%
|
|
|
16
|
First Horizon Advisors
Memphis,
Tennessee
|
$75.5K
|
+$24.9K
|
+860
|
+54%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$18K
|
-$7.06K
|
-244
|
-29%
|
|
|
18
|
|
$16.2K
|
–
|
–
|
–
|
|
|
19
|
NBC Securities
Birmingham,
Alabama
|
$1K
|
–
|
–
|
–
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
–
|
-$674K
|
-23,349
|
Closed
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$565K
|
-19,551
|
Closed
|
|
