|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$36M
|
+$36.5M
|
+685,300
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$16.6M
|
+$14.1M
|
+264,115
|
+498%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$10.1M
|
+$10.3M
|
+192,512
|
New
|
|
|
4
|
|
$7.32M
|
+$6.08M
|
+114,082
|
+449%
|
|
|
5
|
MML Investors Services
Springfield,
Massachusetts
|
$6.93M
|
+$7.04M
|
+132,035
|
New
|
|
|
6
|
|
$6.89M
|
+$7.07M
|
+132,478
|
New
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$6.09M
|
+$6.19M
|
+116,068
|
New
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.41M
|
+$5.29M
|
+99,123
|
+2,495%
|
|
|
9
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.79M
|
+$4.87M
|
+91,348
|
New
|
|
|
10
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$4.78M
|
+$2.5M
|
+46,938
|
+106%
|
|
|
11
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$4.34M
|
+$4.41M
|
+82,733
|
New
|
|
|
12
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$3.58M
|
+$223K
|
+4,178
|
+7%
|
|
|
13
|
Kelly Financial Services
Braintree,
Massachusetts
|
$3.56M
|
+$3.63M
|
+68,060
|
New
|
|
|
14
|
|
$3.21M
|
-$12.4K
|
-232
|
-0.4%
|
|
|
15
|
AE Wealth Management
Topeka,
Kansas
|
$3.08M
|
+$512K
|
+9,605
|
+20%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$2.88M
|
+$1M
|
+18,795
|
+52%
|
|
|
17
|
Diversify Wealth Management
Sandy,
Utah
|
$2.57M
|
+$2.58M
|
+48,369
|
New
|
|
|
18
|
JB Capital
Wethersfield,
Connecticut
|
$1.88M
|
+$1.91M
|
+35,759
|
New
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$1.73M
|
-$70.9K
|
-1,329
|
-4%
|
|
|
20
|
Triad Wealth Partners
Lawrence,
Kansas
|
$1.63M
|
+$1.66M
|
+31,046
|
New
|
|
|
21
|
Breakwater Investment Management
Seattle,
Washington
|
$1.46M
|
-$93.9K
|
-1,761
|
-6%
|
|
|
22
|
Park Avenue Securities
New York
|
$1.42M
|
+$1.44M
|
+27,061
|
New
|
|
|
23
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.3M
|
+$1.33M
|
+24,867
|
New
|
|
|
24
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$1.19M
|
+$1.21M
|
+22,668
|
New
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$1.14M
|
+$960
|
+18
|
+0.1%
|
|
