|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$43.5M
|
+$3.12M
|
+238,015
|
+8%
|
|
|
2
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$9.37M
|
-$575K
|
-43,864
|
-6%
|
|
|
3
|
Focus Partners Wealth
Boston,
Massachusetts
|
$8.03M
|
+$385K
|
+29,400
|
+5%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.73M
|
+$5.53M
|
+422,370
|
New
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$5.62M
|
+$5.47M
|
+417,962
|
New
|
|
|
6
|
Waddell & Associates
Memphis,
Tennessee
|
$4.79M
|
+$47.3K
|
+3,608
|
+1%
|
|
|
7
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$3.42M
|
+$3.3M
|
+252,051
|
New
|
|
|
8
|
Brightwater Advisory
Tampa,
Florida
|
$2.05M
|
+$760K
|
+58,005
|
+62%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.43M
|
+$30.9K
|
+2,356
|
+2%
|
|
|
10
|
|
$983K
|
+$949K
|
+72,438
|
New
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$658K
|
+$8.61K
|
+657
|
+1%
|
|
|
12
|
Comerica Bank
Dallas,
Texas
|
$590K
|
+$290K
|
+22,139
|
+104%
|
|
|
13
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$89.4K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$3.01K
|
-$162K
|
-12,347
|
-98%
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$14
|
+$13
|
+1
|
New
|
|
|
16
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
–
|
-$3.85M
|
-301,821
|
Closed
|
|
