|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$432M
|
+$344M
|
+6,818,438
|
+396%
|
|
|
2
|
United Capital Financial Advisors
Irving,
Texas
|
$96.3M
|
+$8.85M
|
+175,347
|
+10%
|
|
|
3
|
Principal Securities
Des Moines,
Iowa
|
$55.8M
|
+$55.8M
|
+1,104,041
|
New
|
|
|
4
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$37.4M
|
+$37.3M
|
+738,917
|
New
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$25.9M
|
+$25.8M
|
+511,414
|
New
|
|
|
6
|
Summit Financial
Parsippany,
New Jersey
|
$20.1M
|
+$20M
|
+396,755
|
New
|
|
|
7
|
MGO One Seven
Beachwood,
Ohio
|
$8.5M
|
+$225K
|
+4,452
|
+3%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.07M
|
+$8.13M
|
+161,019
|
New
|
|
|
9
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$3.16M
|
+$3.15M
|
+62,315
|
New
|
|
|
10
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$2.48M
|
-$136K
|
-2,701
|
-5%
|
|
|
11
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$2.45M
|
-$123K
|
-2,431
|
-5%
|
|
|
12
|
Portfolio Resources Advisor Group
Coral Gables,
Florida
|
$2.2M
|
+$2.2M
|
+43,600
|
New
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$1.94M
|
+$1.94M
|
+38,335
|
New
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$1.26M
|
+$50.8K
|
+1,006
|
+4%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$903K
|
+$902K
|
+17,861
|
New
|
|
|
16
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$821K
|
+$820K
|
+16,243
|
New
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$625K
|
+$624K
|
+12,356
|
New
|
|
|
18
|
Capital Asset Management
Denver,
Colorado
|
$540K
|
+$539K
|
+10,673
|
New
|
|
|
19
|
|
$520K
|
+$519K
|
+10,281
|
New
|
|
|
20
|
World Investment Advisors
Santa Barbara,
California
|
$394K
|
+$394K
|
+7,797
|
New
|
|
|
21
|
|
$383K
|
-$6.18M
|
-122,433
|
-94%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$327K
|
+$326K
|
+6,463
|
New
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$285K
|
+$284K
|
+5,630
|
New
|
|
|
24
|
Park Avenue Securities
New York
|
$201K
|
+$201K
|
+3,985
|
New
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$62.3K
|
+$62.3K
|
+1,233
|
New
|
|
