|
1
|
Capital International Investors
Los Angeles,
California
|
$317M
|
+$4.78M
|
+182,920
|
+2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.1M
|
+$10.4M
|
+396,027
|
+37%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$16.3M
|
+$13.6M
|
+520,202
|
+489%
|
|
|
4
|
|
$15.3M
|
+$9.17M
|
+350,736
|
+147%
|
|
|
5
|
PUREfi Wealth
Boston,
Massachusetts
|
$12.2M
|
+$12.3M
|
+469,934
|
New
|
|
|
6
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$8.94M
|
+$8.54M
|
+326,551
|
+1,853%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.47M
|
+$8.53M
|
+326,325
|
New
|
|
|
8
|
Beta Wealth Group
San Diego,
California
|
$6.02M
|
+$33.4K
|
+1,278
|
+0.6%
|
|
|
9
|
|
$6M
|
+$6.03M
|
+230,860
|
New
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$5.71M
|
+$683K
|
+26,119
|
+13%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.05M
|
+$2.55M
|
+97,611
|
+168%
|
|
|
12
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$3.93M
|
+$1.02M
|
+39,186
|
+35%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.69M
|
+$700K
|
+26,767
|
+23%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.54M
|
-$655K
|
-25,061
|
-16%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$3.31M
|
+$103K
|
+3,959
|
+3%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.9M
|
+$509K
|
+19,469
|
+21%
|
|
|
17
|
Capital Group Private Client Services
Los Angeles,
California
|
$2.78M
|
+$2.03M
|
+77,795
|
+265%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.75M
|
-$175K
|
-6,695
|
-6%
|
|
|
19
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.26M
|
+$145K
|
+5,565
|
+7%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.24M
|
+$87.5K
|
+3,347
|
+4%
|
|
|
21
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.16M
|
+$237K
|
+9,065
|
+12%
|
|
|
22
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.16M
|
+$237K
|
+9,065
|
+12%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$2.09M
|
+$153K
|
+5,843
|
+8%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$1.87M
|
+$206K
|
+7,873
|
+12%
|
|
|
25
|
Royal Harbor Partners
Houston,
Texas
|
$1.76M
|
–
|
–
|
–
|
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