|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.5M
|
+$281K
|
+11,640
|
+2%
|
|
|
2
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.8M
|
-$2.57M
|
-106,581
|
-28%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.65M
|
+$2.61M
|
+108,273
|
New
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.91M
|
+$775K
|
+32,147
|
+70%
|
|
|
5
|
Harbour Investments
Madison,
Wisconsin
|
$876K
|
+$177K
|
+7,346
|
+26%
|
|
|
6
|
Calamos Wealth Management
Naperville,
Illinois
|
$852K
|
–
|
–
|
–
|
|
|
7
|
Berger Financial Group
Plymouth,
Minnesota
|
$816K
|
+$17.5K
|
+725
|
+2%
|
|
|
8
|
Kestra Private Wealth Services
Austin,
Texas
|
$765K
|
-$44.1K
|
-1,830
|
-6%
|
|
|
9
|
WealthTrust Asset Management
Destin,
Florida
|
$572K
|
+$94.5K
|
+3,917
|
+20%
|
|
|
10
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$502K
|
+$236K
|
+9,800
|
+92%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$461K
|
+$454K
|
+18,836
|
New
|
|
|
12
|
Atria Wealth Solutions
New York
|
$299K
|
–
|
–
|
–
|
|
|
13
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$288K
|
+$284K
|
+11,766
|
New
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$271K
|
+$267K
|
+11,088
|
New
|
|
|
15
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$267K
|
–
|
–
|
–
|
|
|
16
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$254K
|
+$251K
|
+10,395
|
New
|
|
|
17
|
Secure Asset Management
Troy,
Michigan
|
$207K
|
–
|
–
|
–
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$128K
|
–
|
–
|
–
|
|
|
19
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$119K
|
–
|
–
|
–
|
|
|
20
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$31K
|
–
|
–
|
–
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$20.8K
|
–
|
–
|
–
|
|
|
22
|
VitalStone Financial
Shavano Park,
Texas
|
$13.1K
|
–
|
–
|
–
|
|
|
23
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$10.4K
|
+$10.3K
|
+425
|
New
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$2.3K
|
+$2.27K
|
+94
|
New
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$1.48M
|
-61,580
|
Closed
|
|
