|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$135M
|
+$101M
|
+1,995,693
|
+295%
|
|
|
2
|
United Capital Financial Advisors
Irving,
Texas
|
$39.7M
|
+$5.27M
|
+104,536
|
+15%
|
|
|
3
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$26M
|
+$25.9M
|
+513,440
|
New
|
|
|
4
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$26M
|
+$25.9M
|
+513,093
|
New
|
|
|
5
|
One Capital Management
Westlake Village,
California
|
$17.9M
|
–
|
–
|
–
|
|
|
6
|
Principal Securities
Des Moines,
Iowa
|
$15.6M
|
+$15.6M
|
+309,189
|
New
|
|
|
7
|
|
$12M
|
+$186K
|
+3,692
|
+2%
|
|
|
8
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$10.7M
|
+$10.7M
|
+211,201
|
New
|
|
|
9
|
Summit Financial
Parsippany,
New Jersey
|
$7.8M
|
+$7.78M
|
+154,189
|
New
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.73M
|
+$7.7M
|
+152,776
|
New
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$1.92M
|
+$1.26M
|
+25,067
|
+195%
|
|
|
12
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$853K
|
+$847K
|
+16,789
|
New
|
|
|
13
|
Portfolio Resources Advisor Group
Coral Gables,
Florida
|
$807K
|
+$804K
|
+15,941
|
New
|
|
|
14
|
Atria Investments
Charlotte,
North Carolina
|
$700K
|
+$697K
|
+13,830
|
New
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$611K
|
+$609K
|
+12,075
|
New
|
|
|
16
|
|
$484K
|
+$483K
|
+9,574
|
New
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$323K
|
+$322K
|
+6,382
|
New
|
|
|
18
|
|
$307K
|
-$86.6K
|
-1,718
|
-22%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$19.7K
|
+$19.7K
|
+390
|
New
|
|
|
20
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$9.87K
|
+$9.83K
|
+195
|
New
|
|
|
21
|
Russell Investments Group
London,
United Kingdom
|
$5.67K
|
+$5.65K
|
+112
|
New
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$2.2M
|
-43,805
|
Closed
|
|
|
23
|
|
–
|
-$1.32M
|
-26,461
|
Closed
|
|
|
24
|
|
–
|
-$26.6K
|
-530
|
Closed
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
–
|
-$9.6K
|
-191
|
Closed
|
|
