|
1
|
Congress Wealth Management
Boston,
Massachusetts
|
$67.7M
|
+$5.63M
|
+227,287
|
+9%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$66.8M
|
+$3.18M
|
+128,492
|
+5%
|
|
|
3
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$15.9M
|
+$2.95M
|
+119,179
|
+23%
|
|
|
4
|
Principal Securities
Des Moines,
Iowa
|
$8.34M
|
+$6.67M
|
+269,085
|
+412%
|
|
|
5
|
MML Investors Services
Springfield,
Massachusetts
|
$7.56M
|
-$194K
|
-7,834
|
-3%
|
|
|
6
|
Hilltop Holdings
Dallas,
Texas
|
$5.07M
|
+$345K
|
+13,943
|
+7%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$4.2M
|
+$290K
|
+11,718
|
+7%
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.42M
|
+$139K
|
+5,615
|
+6%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$1.49M
|
+$1.21M
|
+48,992
|
+449%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$1.4M
|
+$233K
|
+9,392
|
+20%
|
|
|
11
|
Essex Savings Bank
Essex,
Connecticut
|
$1.25M
|
+$44.5K
|
+1,796
|
+4%
|
|
|
12
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.15M
|
+$1.14M
|
+46,030
|
New
|
|
|
13
|
Kestra Investment Management
Austin,
Texas
|
$1.05M
|
+$65.8K
|
+2,656
|
+7%
|
|
|
14
|
Snowden Capital Advisors
New York
|
$693K
|
+$689K
|
+27,799
|
New
|
|
|
15
|
Flow Traders U.S.
New York
|
$617K
|
-$58.3K
|
-2,355
|
-9%
|
|
|
16
|
PFG Advisors
Phoenix,
Arizona
|
$548K
|
–
|
–
|
–
|
|
|
17
|
LPL Financial
San Diego,
California
|
$506K
|
+$502K
|
+20,286
|
New
|
|
|
18
|
|
$416K
|
-$1.1M
|
-44,222
|
-73%
|
|
|
19
|
Semus Wealth Partners
Boca Raton,
Florida
|
$296K
|
+$5.47K
|
+221
|
+2%
|
|
|
20
|
J.W. Cole Advisors
Tampa,
Florida
|
$261K
|
+$18.3K
|
+740
|
+8%
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$77.7K
|
-$50.8K
|
-2,049
|
-40%
|
|
|
22
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$30.8K
|
-$2.37M
|
-95,633
|
-99%
|
|
|
23
|
Atomi Financial Group
New York
|
–
|
-$315K
|
-12,704
|
Closed
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$130K
|
-5,239
|
Closed
|
|
