|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$28.4M
|
-$21.9M
|
-1,384,238
|
-43%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$12.2M
|
+$683K
|
+43,123
|
+6%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$9.25M
|
+$915K
|
+57,793
|
+11%
|
|
|
4
|
Waddell & Associates
Memphis,
Tennessee
|
$6.17M
|
-$75.5K
|
-4,770
|
-1%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$4.56M
|
+$9.26K
|
+585
|
+0.2%
|
|
|
6
|
Brightwater Advisory
Tampa,
Florida
|
$3.79M
|
+$213K
|
+13,460
|
+6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.23M
|
+$38.1K
|
+2,407
|
+2%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$1.85M
|
-$6.21M
|
-392,408
|
-77%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.65M
|
-$6.5M
|
-410,468
|
-79%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.06M
|
-$60.5K
|
-3,820
|
-5%
|
|
|
11
|
Cary Street Partners
Richmond,
Virginia
|
$644K
|
+$260K
|
+16,415
|
+65%
|
|
|
12
|
|
$214K
|
+$220K
|
+13,882
|
New
|
|
|
13
|
|
–
|
-$328K
|
-22,272
|
Closed
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
–
|
-$722
|
-49
|
Closed
|
|
