|
1
|
|
$341M
|
+$26.4M
|
+471,926
|
+8%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$115M
|
+$20.5M
|
+365,921
|
+20%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$54.6M
|
+$14.4M
|
+256,584
|
+32%
|
|
|
4
|
|
$24.3M
|
+$3.96M
|
+70,765
|
+18%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.79M
|
+$1.55M
|
+27,686
|
+22%
|
|
|
6
|
Milestone Wealth
Buffalo,
New York
|
$7.07M
|
+$3.9M
|
+69,726
|
+103%
|
|
|
7
|
CoreCap Advisors
Southfield,
Michigan
|
$5.67M
|
+$1.17M
|
+20,921
|
+23%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.69M
|
+$55.7K
|
+995
|
+2%
|
|
|
9
|
Bank of New York Mellon
New York
|
$1.87M
|
+$344K
|
+6,143
|
+20%
|
|
|
10
|
Atria Wealth Solutions
New York
|
$1.86M
|
+$454K
|
+8,107
|
+29%
|
|
|
11
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.2M
|
+$46.4K
|
+829
|
+4%
|
|
|
12
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$919K
|
+$196K
|
+3,494
|
+24%
|
|
|
13
|
ICA Group Wealth Management
Denver,
Colorado
|
$872K
|
+$951
|
+17
|
+0.1%
|
|
|
14
|
Global Retirement Partners
San Rafael,
California
|
$342K
|
+$671
|
+12
|
+0.2%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$323K
|
+$76K
|
+1,359
|
+28%
|
|
|
16
|
Tower Research Capital (TRC)
New York
|
$291K
|
+$316K
|
+5,652
|
New
|
|
|
17
|
Regal Investment Advisors
Kentwood,
Michigan
|
$235K
|
+$255K
|
+4,564
|
New
|
|
|
18
|
Ausdal Financial Partners
Davenport,
Iowa
|
$226K
|
+$46.2K
|
+825
|
+23%
|
|
|
19
|
Private Trust Company
Cleveland,
Ohio
|
$65K
|
+$70.8K
|
+1,265
|
New
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$32K
|
+$35K
|
+626
|
New
|
|
|
21
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$7K
|
-106
|
Closed
|
|
