|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$67.5M
|
+$15.8M
|
+603,769
|
+31%
|
|
|
2
|
Donoghue Forlines
Boston,
Massachusetts
|
$24M
|
+$6.88M
|
+262,722
|
+41%
|
|
|
3
|
MML Investors Services
Springfield,
Massachusetts
|
$18M
|
+$4.52M
|
+172,642
|
+35%
|
|
|
4
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$10.9M
|
+$2.21M
|
+84,241
|
+23%
|
|
|
5
|
Prudential Financial
Newark,
New Jersey
|
$2.47M
|
+$465K
|
+17,763
|
+24%
|
|
|
6
|
American Portfolios Advisors
Holbrook,
New York
|
$1.62M
|
+$1.59M
|
+60,710
|
New
|
|
|
7
|
Atria Wealth Solutions
New York
|
$1.5M
|
+$1.47M
|
+56,055
|
New
|
|
|
8
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.38M
|
+$147K
|
+5,607
|
+12%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$999K
|
+$979K
|
+37,351
|
New
|
|
|
10
|
Park Avenue Securities
New York
|
$861K
|
+$240K
|
+9,170
|
+40%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$611K
|
+$40.6K
|
+1,551
|
+7%
|
|
|
12
|
World Equity Group
Schaumburg,
Illinois
|
$407K
|
+$398K
|
+15,208
|
New
|
|
|
13
|
Global Retirement Partners
San Rafael,
California
|
$385K
|
+$130K
|
+4,955
|
+40%
|
|
|
14
|
TrueWealth Advisors
Birmingham,
Alabama
|
$344K
|
–
|
–
|
–
|
|
|
15
|
Bank of New York Mellon
New York
|
$289K
|
+$75.6K
|
+2,886
|
+37%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$264K
|
+$259K
|
+9,884
|
New
|
|
|
17
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$98K
|
+$25.7K
|
+982
|
+36%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$61K
|
+$24.9K
|
+951
|
+72%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19K
|
+$19K
|
+726
|
New
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
–
|
-$10.6M
|
-360,574
|
Closed
|
|
|
21
|
First Horizon Advisors
Memphis,
Tennessee
|
–
|
-$136K
|
-4,651
|
Closed
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$26
|
+1
|
New
|
|
