|
1
|
LPL Financial
San Diego,
California
|
$148M
|
+$47.4M
|
+1,011,743
|
+45%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$82.8M
|
+$33.2M
|
+707,242
|
+64%
|
|
|
3
|
|
$37.2M
|
+$11.4M
|
+244,088
|
+43%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.4M
|
+$6.52M
|
+139,091
|
+49%
|
|
|
5
|
Milestone Wealth
Buffalo,
New York
|
$11.1M
|
-$323K
|
-6,898
|
-3%
|
|
|
6
|
|
$9.84M
|
+$1.23M
|
+26,136
|
+14%
|
|
|
7
|
|
$9.06M
|
+$1.78M
|
+37,997
|
+24%
|
|
|
8
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$7.78M
|
+$1.12M
|
+23,993
|
+16%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.19M
|
+$1.59M
|
+33,862
|
+42%
|
|
|
10
|
Atria Wealth Solutions
New York
|
$2.88M
|
+$2.96M
|
+63,208
|
New
|
|
|
11
|
Bank of New York Mellon
New York
|
$2.86M
|
+$1.03M
|
+22,046
|
+54%
|
|
|
12
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$2.84M
|
+$619K
|
+13,203
|
+27%
|
|
|
13
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.34M
|
+$803K
|
+17,138
|
+50%
|
|
|
14
|
CoreCap Advisors
Southfield,
Michigan
|
$1.27M
|
-$103K
|
-2,193
|
-7%
|
|
|
15
|
ICA Group Wealth Management
Denver,
Colorado
|
$1.07M
|
+$1.16M
|
+24,702
|
New
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$843K
|
+$868K
|
+18,526
|
New
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$676K
|
+$696K
|
+14,854
|
New
|
|
|
18
|
Ausdal Financial Partners
Davenport,
Iowa
|
$593K
|
+$163K
|
+3,480
|
+37%
|
|
|
19
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$546K
|
-$14.5K
|
-309
|
-3%
|
|
|
20
|
Global Retirement Partners
San Rafael,
California
|
$307K
|
+$327K
|
+6,986
|
New
|
|
|
21
|
Regal Investment Advisors
Kentwood,
Michigan
|
$245K
|
-$29K
|
-618
|
-10%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$74K
|
+$27.8K
|
+594
|
+58%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
–
|
-$77K
|
-1,591
|
Closed
|
|
|
24
|
Rockefeller Capital Management
New York
|
–
|
-$1K
|
-34
|
Closed
|
|
