|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.6M
|
+$4.09M
|
+137,253
|
+33%
|
|
|
2
|
Intellus Advisors
Naples,
Florida
|
$10.9M
|
+$1.91M
|
+63,966
|
+21%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$10.6M
|
+$685K
|
+22,965
|
+7%
|
|
|
4
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$10.4M
|
+$10.4M
|
+347,972
|
New
|
|
|
5
|
MML Investors Services
Springfield,
Massachusetts
|
$4.34M
|
+$4.31M
|
+144,622
|
New
|
|
|
6
|
&Partners
Nashville,
Tennessee
|
$2.58M
|
-$617K
|
-20,696
|
-20%
|
|
|
7
|
Cedrus Wealth Group LLC
Andover,
Minnesota
|
$1.52M
|
+$1.51M
|
+50,692
|
New
|
|
|
8
|
Lifestyle Asset Management
Friendswood,
Texas
|
$1.23M
|
+$1.23M
|
+41,085
|
New
|
|
|
9
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$1.19M
|
+$1.18M
|
+39,538
|
New
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$922K
|
+$79.4K
|
+2,663
|
+9%
|
|
|
11
|
Argent Trust Co
Nashville,
Tennessee
|
$775K
|
+$770K
|
+25,819
|
New
|
|
|
12
|
Essex Financial Services
Essex,
Connecticut
|
$774K
|
+$20K
|
+670
|
+3%
|
|
|
13
|
Towerpoint Wealth
Sacramento,
California
|
$764K
|
+$37K
|
+1,242
|
+5%
|
|
|
14
|
Kestra Private Wealth Services
Austin,
Texas
|
$609K
|
+$605K
|
+20,277
|
New
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$524K
|
+$106K
|
+3,539
|
+25%
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$483K
|
-$90.1K
|
-3,020
|
-16%
|
|
|
17
|
Hancock Whitney
Gulfport,
Mississippi
|
$481K
|
+$478K
|
+16,017
|
New
|
|
|
18
|
Davenport & Co
Richmond,
Virginia
|
$362K
|
+$156K
|
+5,241
|
+77%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$357K
|
+$355K
|
+11,895
|
New
|
|
|
20
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$313K
|
+$311K
|
+10,440
|
New
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$243K
|
+$241K
|
+8,082
|
New
|
|
|
22
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$24.6K
|
+$24.4K
|
+819
|
New
|
|
|
23
|
|
$4.5K
|
+$4.47K
|
+150
|
New
|
|
|
24
|
Mount Yale Investment Advisors
Denver,
Colorado
|
–
|
-$8.4M
|
-284,157
|
Closed
|
|
|
25
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
–
|
-$2.96M
|
-100,000
|
Closed
|
|
