|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$137M
|
+$11.6M
|
+464,885
|
+9%
|
|
|
2
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$80.4M
|
+$3M
|
+120,221
|
+4%
|
|
|
3
|
Principal Securities
Des Moines,
Iowa
|
$11.7M
|
+$1.42M
|
+56,846
|
+14%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$10.8M
|
-$551K
|
-22,092
|
-5%
|
|
|
5
|
MML Investors Services
Springfield,
Massachusetts
|
$6.07M
|
+$1.5M
|
+60,103
|
+33%
|
|
|
6
|
Park Avenue Securities
New York
|
$5.2M
|
+$294K
|
+11,765
|
+6%
|
|
|
7
|
&Partners
Nashville,
Tennessee
|
$4.64M
|
+$487K
|
+19,512
|
+12%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.64M
|
+$1.62M
|
+64,883
|
+81%
|
|
|
9
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.44M
|
+$93K
|
+3,728
|
+4%
|
|
|
10
|
|
$1.24M
|
+$1.24M
|
+49,518
|
New
|
|
|
11
|
Principal Financial Group
Des Moines,
Iowa
|
$1.14M
|
+$64K
|
+2,566
|
+6%
|
|
|
12
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$387K
|
+$386K
|
+15,466
|
New
|
|
|
13
|
Resolute Wealth Advisor
Findlay,
Ohio
|
$312K
|
–
|
–
|
–
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$309K
|
-$35.7K
|
-1,431
|
-10%
|
|
|
15
|
Allworth Financial
Folsom,
California
|
$281K
|
–
|
–
|
–
|
|
|
16
|
Financial Sense Advisors
San Diego,
California
|
$280K
|
-$4.54K
|
-182
|
-2%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$237K
|
+$15.1K
|
+605
|
+7%
|
|
|
18
|
Spire Wealth Management
Mclean,
Virginia
|
$170K
|
+$9.93K
|
+398
|
+6%
|
|
|
19
|
Farther Finance Advisors
San Francisco,
California
|
$133K
|
–
|
–
|
–
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$72.9K
|
-$18.1K
|
-727
|
-20%
|
|
|
21
|
Crews Bank & Trust
Wauchula,
Florida
|
$10.3K
|
+$10.2K
|
+410
|
New
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$3.31K
|
+$3.29K
|
+132
|
New
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$1.1K
|
-$6.71K
|
-269
|
-86%
|
|
|
24
|
|
$25
|
–
|
–
|
–
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$286K
|
-11,477
|
Closed
|
|
