|
1
|
LPL Financial
San Diego,
California
|
$109M
|
+$8.45M
|
+173,374
|
+8%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$54.1M
|
+$10.4M
|
+213,494
|
+24%
|
|
|
3
|
|
$27.9M
|
+$3.64M
|
+74,780
|
+15%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.9M
|
-$314K
|
-6,445
|
-2%
|
|
|
5
|
Milestone Wealth
Buffalo,
New York
|
$11.4M
|
+$11.4M
|
+234,073
|
New
|
|
|
6
|
|
$9.23M
|
+$2.32M
|
+47,619
|
+33%
|
|
|
7
|
|
$7.83M
|
+$581K
|
+11,925
|
+8%
|
|
|
8
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$7.14M
|
+$27.9K
|
+573
|
+0.4%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.9M
|
+$125K
|
+2,556
|
+3%
|
|
|
10
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$2.4M
|
-$24.1K
|
-495
|
-1%
|
|
|
11
|
Bank of New York Mellon
New York
|
$1.99M
|
+$159K
|
+3,265
|
+9%
|
|
|
12
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.67M
|
+$138K
|
+2,826
|
+9%
|
|
|
13
|
CoreCap Advisors
Southfield,
Michigan
|
$1.47M
|
+$1.47M
|
+30,126
|
New
|
|
|
14
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$598K
|
-$7.99K
|
-164
|
-1%
|
|
|
15
|
Ausdal Financial Partners
Davenport,
Iowa
|
$464K
|
+$29.5K
|
+606
|
+7%
|
|
|
16
|
Regal Investment Advisors
Kentwood,
Michigan
|
$291K
|
+$292K
|
+5,990
|
New
|
|
|
17
|
Next Financial Group
Houston,
Texas
|
$88K
|
+$66.4K
|
+1,363
|
+306%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$77K
|
+$77.5K
|
+1,591
|
New
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$60K
|
-$8.53K
|
-175
|
-13%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$50K
|
+$33K
|
+678
|
+199%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$1K
|
+$1.66K
|
+34
|
New
|
|
|
22
|
|
–
|
-$3.7M
|
-75,614
|
Closed
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.08M
|
-22,005
|
Closed
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$749K
|
-15,324
|
Closed
|
|
|
25
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$242K
|
-4,956
|
Closed
|
|
