|
1
|
|
$1.44B
|
+$168M
|
+2,074,196
|
+12%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$422M
|
+$10.8M
|
+133,706
|
+2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$213M
|
+$7.95M
|
+97,987
|
+4%
|
|
|
4
|
Principal Securities
Des Moines,
Iowa
|
$81.7M
|
–
|
–
|
–
|
|
|
5
|
|
$77.3M
|
-$1.52M
|
-18,714
|
-2%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$49.3M
|
-$827K
|
-10,203
|
-2%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$36.8M
|
-$12M
|
-147,698
|
-24%
|
|
|
8
|
CoreCap Advisors
Southfield,
Michigan
|
$32.8M
|
+$774K
|
+9,540
|
+2%
|
|
|
9
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$30M
|
-$1.03M
|
-12,756
|
-3%
|
|
|
10
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$16.7M
|
+$222K
|
+2,734
|
+1%
|
|
|
11
|
Atria Wealth Solutions
New York
|
$9.36M
|
+$133K
|
+1,641
|
+1%
|
|
|
12
|
Equitable Holdings
New York
|
$6.62M
|
-$1.73M
|
-21,340
|
-20%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.34M
|
-$581K
|
-7,158
|
-8%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$6.07M
|
+$3.69M
|
+45,491
|
+136%
|
|
|
15
|
Bank of New York Mellon
New York
|
$6.03M
|
-$1.26M
|
-15,552
|
-17%
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.54M
|
+$259K
|
+3,195
|
+5%
|
|
|
17
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$4.18M
|
+$2M
|
+24,616
|
+83%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.73M
|
-$387K
|
-4,778
|
-9%
|
|
|
19
|
Maia Wealth
Denver,
Colorado
|
$3.51M
|
-$14.2K
|
-175
|
-0.4%
|
|
|
20
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.47M
|
+$227K
|
+2,797
|
+7%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$3.35M
|
+$1.87M
|
+23,018
|
+112%
|
|
|
22
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.9M
|
+$705K
|
+8,688
|
+30%
|
|
|
23
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.9M
|
+$705K
|
+8,688
|
+30%
|
|
|
24
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$2.66M
|
+$2.8M
|
+34,584
|
New
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.64M
|
+$831K
|
+10,243
|
+43%
|
|
