|
1
|
American Century Companies
Kansas City,
Missouri
|
$54.6M
|
-$1.52M
|
-27,089
|
-3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.8M
|
+$2.74M
|
+48,894
|
+14%
|
|
|
3
|
ERn Financial LLC
Middleton,
Wisconsin
|
$4.37M
|
+$468K
|
+8,364
|
+13%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$4.15M
|
+$570K
|
+10,180
|
+17%
|
|
|
5
|
Creative Financial Designs
Kokomo,
Indiana
|
$4.05M
|
+$3.88M
|
+69,235
|
New
|
|
|
6
|
Owen LaRue
Elizabethtown,
Kentucky
|
$3.47M
|
–
|
–
|
–
|
|
|
7
|
Apexium Financial
Dallas,
Texas
|
$1.92M
|
-$777K
|
-13,888
|
-30%
|
|
|
8
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.07M
|
+$218K
|
+3,891
|
+27%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.05M
|
-$492K
|
-8,795
|
-33%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$991K
|
-$43K
|
-768
|
-4%
|
|
|
11
|
Bank of New York Mellon
New York
|
$986K
|
+$942K
|
+16,833
|
New
|
|
|
12
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$894K
|
+$1.18K
|
+21
|
+0.1%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$509K
|
-$6.03M
|
-107,696
|
-93%
|
|
|
14
|
Empire Financial Management Company
New York
|
$397K
|
+$379K
|
+6,775
|
New
|
|
|
15
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$385K
|
-$23.5K
|
-420
|
-6%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$365K
|
+$336K
|
+6,002
|
+2,598%
|
|
|
17
|
Cetera Advisor Networks
El Segundo,
California
|
$351K
|
+$17K
|
+303
|
+5%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$307K
|
+$63.3K
|
+1,130
|
+27%
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$303K
|
-$9.46K
|
-169
|
-2%
|
|
|
20
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$272K
|
–
|
–
|
–
|
|
|
21
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$216K
|
+$207K
|
+3,693
|
New
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$51.7K
|
+$44.8K
|
+801
|
+977%
|
|
|
23
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$6.63K
|
+$6.44K
|
+115
|
New
|
|
|
24
|
VitalStone Financial
Shavano Park,
Texas
|
$5K
|
+$1.46K
|
+26
|
+113%
|
|
|
25
|
Prosperity Financial Group
San Ramon,
California
|
–
|
-$641K
|
-12,358
|
Closed
|
|
