|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$63.2M
|
+$1.33M
|
+54,041
|
+2%
|
|
|
2
|
Congress Wealth Management
Boston,
Massachusetts
|
$61.7M
|
+$6.21M
|
+252,374
|
+11%
|
|
|
3
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$12.8M
|
+$1.87M
|
+76,084
|
+17%
|
|
|
4
|
MML Investors Services
Springfield,
Massachusetts
|
$7.71M
|
+$299K
|
+12,164
|
+4%
|
|
|
5
|
Hilltop Holdings
Dallas,
Texas
|
$4.69M
|
-$310K
|
-12,602
|
-6%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$3.88M
|
+$501K
|
+20,372
|
+15%
|
|
|
7
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2.4M
|
-$113K
|
-4,611
|
-5%
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.26M
|
+$130K
|
+5,278
|
+6%
|
|
|
9
|
Principal Securities
Des Moines,
Iowa
|
$1.6M
|
–
|
–
|
–
|
|
|
10
|
|
$1.51M
|
+$459K
|
+18,676
|
+44%
|
|
|
11
|
Essex Savings Bank
Essex,
Connecticut
|
$1.19M
|
+$1.18M
|
+48,153
|
New
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$1.16M
|
-$71.8K
|
-2,919
|
-6%
|
|
|
13
|
Kestra Investment Management
Austin,
Texas
|
$979K
|
+$71.1K
|
+2,890
|
+8%
|
|
|
14
|
Flow Traders U.S.
New York
|
$672K
|
+$667K
|
+27,114
|
New
|
|
|
15
|
PFG Advisors
Phoenix,
Arizona
|
$545K
|
-$124K
|
-5,040
|
-19%
|
|
|
16
|
Atomi Financial Group
New York
|
$315K
|
+$313K
|
+12,704
|
New
|
|
|
17
|
Semus Wealth Partners
Boca Raton,
Florida
|
$289K
|
-$108K
|
-4,391
|
-27%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$271K
|
-$97.9K
|
-3,981
|
-27%
|
|
|
19
|
J.W. Cole Advisors
Tampa,
Florida
|
$241K
|
+$239K
|
+9,730
|
New
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$130K
|
+$129K
|
+5,239
|
New
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$128K
|
+$8.61K
|
+350
|
+7%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$44.8K
|
-1,832
|
Closed
|
|
|
23
|
Minot DeBlois Advisors
Boston,
Massachusetts
|
–
|
-$29.1K
|
-1,192
|
Closed
|
|
|
24
|
|
–
|
-$1.05K
|
-43
|
Closed
|
|
