|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$61M
|
+$61.6M
|
+2,496,097
|
New
|
|
|
2
|
Congress Wealth Management
Boston,
Massachusetts
|
$54.6M
|
+$8.12M
|
+329,125
|
+17%
|
|
|
3
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$10.8M
|
+$10.9M
|
+441,943
|
New
|
|
|
4
|
MML Investors Services
Springfield,
Massachusetts
|
$7.31M
|
+$7.38M
|
+298,926
|
New
|
|
|
5
|
Hilltop Holdings
Dallas,
Texas
|
$4.93M
|
+$4.98M
|
+201,848
|
New
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$3.33M
|
+$3.36M
|
+136,194
|
New
|
|
|
7
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2.48M
|
-$75K
|
-3,040
|
-3%
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.1M
|
+$2.12M
|
+86,084
|
New
|
|
|
9
|
Principal Securities
Des Moines,
Iowa
|
$1.6M
|
+$1.61M
|
+65,281
|
New
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$1.22M
|
+$1.23M
|
+49,832
|
New
|
|
|
11
|
|
$1.03M
|
+$270K
|
+10,939
|
+35%
|
|
|
12
|
Kestra Investment Management
Austin,
Texas
|
$895K
|
+$903K
|
+36,602
|
New
|
|
|
13
|
PFG Advisors
Phoenix,
Arizona
|
$660K
|
+$667K
|
+27,020
|
New
|
|
|
14
|
Semus Wealth Partners
Boca Raton,
Florida
|
$392K
|
+$396K
|
+16,031
|
New
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$364K
|
-$2.41M
|
-97,681
|
-87%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$118K
|
+$119K
|
+4,813
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$44.8K
|
+$45.2K
|
+1,832
|
New
|
|
|
18
|
Minot DeBlois Advisors
Boston,
Massachusetts
|
$29.1K
|
+$29.4K
|
+1,192
|
New
|
|
|
19
|
|
$1.05K
|
+$1.06K
|
+43
|
New
|
|
