|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$31M
|
+$3.11M
|
+192,539
|
+11%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$13.1M
|
+$906K
|
+55,979
|
+7%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$9.54M
|
+$255K
|
+15,785
|
+3%
|
|
|
4
|
Waddell & Associates
Memphis,
Tennessee
|
$6.24M
|
+$35.2K
|
+2,178
|
+0.5%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$4.63M
|
+$47.8K
|
+2,957
|
+1%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$4.54M
|
+$2.79M
|
+172,337
|
+144%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.33M
|
+$2.78M
|
+171,873
|
+161%
|
|
|
8
|
Brightwater Advisory
Tampa,
Florida
|
$3.76M
|
-$56.2K
|
-3,472
|
-1%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$2.42M
|
+$180K
|
+11,116
|
+8%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$883K
|
-$189K
|
-11,708
|
-17%
|
|
|
11
|
Cary Street Partners
Richmond,
Virginia
|
$685K
|
+$39K
|
+2,413
|
+6%
|
|
|
12
|
Quantinno Capital Management
New York
|
$312K
|
+$325K
|
+20,113
|
New
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$271K
|
+$282K
|
+17,433
|
New
|
|
|
14
|
Mather Group
Chicago,
Illinois
|
$62.8K
|
+$65.5K
|
+4,046
|
New
|
|
|
15
|
Farther Finance Advisors
San Francisco,
California
|
$50.6K
|
+$52.7K
|
+3,255
|
New
|
|
|
16
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$15.7K
|
+$16.4K
|
+1,011
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$1.26K
|
+$1.31K
|
+81
|
New
|
|
|
18
|
|
–
|
-$214K
|
-13,882
|
Closed
|
|
