|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.64M
|
+$6.92M
|
+220,664
|
New
|
|
|
2
|
Truist Financial
Charlotte,
North Carolina
|
$6.61M
|
+$6.9M
|
+219,786
|
New
|
|
|
3
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.37M
|
+$3.5M
|
+111,487
|
+15,927%
|
|
|
4
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$3.33M
|
-$468K
|
-14,914
|
-12%
|
|
|
5
|
Cary Street Partners
Richmond,
Virginia
|
$1.86M
|
+$1.94M
|
+61,925
|
New
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.7M
|
+$1.77M
|
+56,574
|
New
|
|
|
7
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$1.59M
|
+$627K
|
+19,997
|
+61%
|
|
|
8
|
World Equity Group
Schaumburg,
Illinois
|
$789K
|
+$527K
|
+16,784
|
+178%
|
|
|
9
|
Snowden Capital Advisors
New York
|
$779K
|
+$296K
|
+9,424
|
+57%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$560K
|
+$564K
|
+17,962
|
+2,763%
|
|
|
11
|
Prospera Financial Services
Dallas,
Texas
|
$555K
|
–
|
–
|
–
|
|
|
12
|
Creative Financial Designs
Kokomo,
Indiana
|
$548K
|
+$60.6K
|
+1,932
|
+12%
|
|
|
13
|
Avantax Advisory Services
Dallas,
Texas
|
$489K
|
+$510K
|
+16,263
|
New
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$471K
|
+$284K
|
+9,066
|
+137%
|
|
|
15
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$290K
|
+$18.9K
|
+601
|
+7%
|
|
|
16
|
Smith, Moore & Co
Clayton,
Missouri
|
$243K
|
+$253K
|
+8,075
|
New
|
|
|
17
|
Independent Financial Group
San Diego,
California
|
$211K
|
-$6.65K
|
-212
|
-3%
|
|
|
18
|
Moors & Cabot
Boston,
Massachusetts
|
$208K
|
+$217K
|
+6,919
|
New
|
|
|
19
|
Tower Research Capital (TRC)
New York
|
$83.9K
|
+$87.5K
|
+2,788
|
New
|
|
|
20
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$30.1K
|
+$31.4K
|
+1,000
|
New
|
|
|
21
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
–
|
-$401K
|
-12,994
|
Closed
|
|
