|
1
|
LPL Financial
San Diego,
California
|
$17.7M
|
+$9.18M
|
+161,124
|
+106%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.12M
|
+$5.02M
|
+88,096
|
+439%
|
|
|
3
|
|
$3.9M
|
+$2.39M
|
+41,857
|
+155%
|
|
|
4
|
|
$2.21M
|
+$152K
|
+2,667
|
+7%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.11M
|
+$1.56M
|
+27,319
|
+275%
|
|
|
6
|
|
$2.1M
|
+$2.12M
|
+37,160
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$2.09M
|
+$503K
|
+8,826
|
+31%
|
|
|
8
|
|
$1.91M
|
+$141K
|
+2,467
|
+8%
|
|
|
9
|
Belpointe Asset Management
Reno,
Nevada
|
$828K
|
+$834K
|
+14,626
|
New
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$781K
|
-$1.96M
|
-34,386
|
-71%
|
|
|
11
|
Graypoint LLC
Albany,
New York
|
$735K
|
+$50.4K
|
+885
|
+7%
|
|
|
12
|
Freedom Investment Management
Hartford,
Connecticut
|
$605K
|
+$609K
|
+10,686
|
New
|
|
|
13
|
William Blair & Company
Chicago,
Illinois
|
$567K
|
-$228K
|
-3,993
|
-29%
|
|
|
14
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$560K
|
–
|
–
|
–
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$423K
|
+$426K
|
+7,471
|
New
|
|
|
16
|
Bank of New York Mellon
New York
|
$273K
|
+$275K
|
+4,826
|
New
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$250K
|
+$251K
|
+4,411
|
New
|
|
|
18
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$227K
|
+$229K
|
+4,014
|
New
|
|
|
19
|
Global Retirement Partners
San Rafael,
California
|
$51K
|
+$24.5K
|
+430
|
+92%
|
|
|
20
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$23K
|
+$23.5K
|
+412
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$20K
|
+$13.3K
|
+233
|
+203%
|
|
|
22
|
Harbour Investments
Madison,
Wisconsin
|
$5K
|
+$4.62K
|
+81
|
New
|
|
|
23
|
Next Financial Group
Houston,
Texas
|
$4K
|
+$2.56K
|
+45
|
+180%
|
|
|
24
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$4K
|
+$4.05K
|
+71
|
New
|
|
|
25
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$2K
|
+$1.6K
|
+28
|
New
|
|
