|
1
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$229M
|
+$54.3M
|
+1,840,840
|
+31%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.8M
|
+$16.4M
|
+556,857
|
+100%
|
|
|
3
|
Atria Wealth Solutions
New York
|
$16.8M
|
+$802K
|
+27,203
|
+5%
|
|
|
4
|
|
$1.88M
|
-$2.84M
|
-96,205
|
-60%
|
|
|
5
|
Principal Securities
Des Moines,
Iowa
|
$1.48M
|
+$1.2M
|
+40,569
|
+420%
|
|
|
6
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.35M
|
+$1.11M
|
+37,803
|
+485%
|
|
|
7
|
MML Investors Services
Springfield,
Massachusetts
|
$893K
|
+$893K
|
+30,268
|
New
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$710K
|
-$64.8K
|
-2,197
|
-8%
|
|
|
9
|
Financial Sense Advisors
San Diego,
California
|
$475K
|
+$475K
|
+16,113
|
New
|
|
|
10
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$331K
|
-$1.94M
|
-65,676
|
-85%
|
|
|
11
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$89.5K
|
+$23.2K
|
+787
|
+35%
|
|
|
12
|
First Horizon Advisors
Memphis,
Tennessee
|
$52.1K
|
–
|
–
|
–
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$2.67M
|
-89,424
|
Closed
|
|
|
14
|
Comerica Bank
Dallas,
Texas
|
–
|
-$13.2K
|
-442
|
Closed
|
|
