|
1
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$95.1M
|
+$3.2M
|
+128,952
|
+3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$73.5M
|
+$28.5M
|
+1,147,939
|
+63%
|
|
|
3
|
Atria Wealth Solutions
New York
|
$6.18M
|
+$1.41M
|
+56,841
|
+29%
|
|
|
4
|
Principal Securities
Des Moines,
Iowa
|
$3.92M
|
+$876K
|
+35,250
|
+28%
|
|
|
5
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.57M
|
+$185K
|
+7,464
|
+13%
|
|
|
6
|
MML Investors Services
Springfield,
Massachusetts
|
$1.18M
|
+$274K
|
+11,011
|
+30%
|
|
|
7
|
Principal Financial Group
Des Moines,
Iowa
|
$1.1M
|
+$37.5K
|
+1,509
|
+4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.02M
|
-$148K
|
-5,965
|
-13%
|
|
|
9
|
&Partners
Nashville,
Tennessee
|
$860K
|
+$208K
|
+8,384
|
+32%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$496K
|
-$221K
|
-8,896
|
-31%
|
|
|
11
|
Park Avenue Securities
New York
|
$450K
|
+$454K
|
+18,251
|
New
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$427K
|
-$22.9K
|
-921
|
-5%
|
|
|
13
|
Financial Sense Advisors
San Diego,
California
|
$332K
|
+$7.48K
|
+301
|
+2%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$322K
|
+$325K
|
+13,076
|
New
|
|
|
15
|
Flow Traders U.S.
New York
|
$294K
|
+$296K
|
+11,927
|
New
|
|
|
16
|
Lion Street Advisors
Austin,
Texas
|
$279K
|
+$20.5K
|
+826
|
+8%
|
|
|
17
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$242K
|
+$70.7K
|
+2,847
|
+41%
|
|
|
18
|
Spire Wealth Management
Mclean,
Virginia
|
$232K
|
+$234K
|
+9,405
|
New
|
|
|
19
|
Allworth Financial
Folsom,
California
|
$222K
|
+$224K
|
+8,997
|
New
|
|
|
20
|
Silicon Valley Capital Partners
San Jose,
California
|
$60.3K
|
+$60.8K
|
+2,447
|
New
|
|
|
21
|
BFC Planning, Inc.
Cedar Rapids,
Iowa
|
$19.6K
|
+$12.8K
|
+516
|
+184%
|
|
|
22
|
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Cedar Rapids,
Iowa
|
$12.7K
|
+$12.8K
|
+516
|
New
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$8.9K
|
+$75
|
+3
|
+0.8%
|
|
|
24
|
|
$25
|
–
|
–
|
–
|
|
|
25
|
|
–
|
-$547K
|
-21,801
|
Closed
|
|
