|
1
|
LPL Financial
San Diego,
California
|
$29.8M
|
+$11.7M
|
+203,404
|
+65%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.6M
|
+$4.33M
|
+75,528
|
+70%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.82M
|
+$4.63M
|
+80,824
|
+217%
|
|
|
4
|
|
$5.88M
|
+$1.89M
|
+32,924
|
+48%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.28M
|
+$1.14M
|
+19,954
|
+54%
|
|
|
6
|
|
$2.83M
|
+$561K
|
+9,789
|
+25%
|
|
|
7
|
|
$2.01M
|
+$57.2K
|
+999
|
+3%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$1.6M
|
+$799K
|
+13,945
|
+101%
|
|
|
9
|
Flow Traders U.S.
New York
|
$1.05M
|
+$1.04M
|
+18,212
|
New
|
|
|
10
|
Graypoint LLC
Albany,
New York
|
$699K
|
-$50.7K
|
-885
|
-7%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$651K
|
+$217K
|
+3,793
|
+51%
|
|
|
12
|
Freedom Investment Management
Hartford,
Connecticut
|
$597K
|
-$20.6K
|
-360
|
-3%
|
|
|
13
|
William Blair & Company
Chicago,
Illinois
|
$585K
|
+$5.96K
|
+104
|
+1%
|
|
|
14
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$575K
|
–
|
–
|
–
|
|
|
15
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$515K
|
+$281K
|
+4,901
|
+122%
|
|
|
16
|
Bank of New York Mellon
New York
|
$462K
|
+$182K
|
+3,170
|
+66%
|
|
|
17
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$282K
|
+$280K
|
+4,880
|
New
|
|
|
18
|
Global Retirement Partners
San Rafael,
California
|
$70K
|
+$18.3K
|
+319
|
+36%
|
|
|
19
|
American Portfolios Advisors
Holbrook,
New York
|
$65.3K
|
+$64.8K
|
+1,131
|
New
|
|
|
20
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$23K
|
-$802
|
-14
|
-3%
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$5K
|
-$115
|
-2
|
-2%
|
|
|
22
|
Next Financial Group
Houston,
Texas
|
$5K
|
+$458
|
+8
|
+11%
|
|
|
23
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$1.5K
|
–
|
–
|
–
|
|
|
24
|
|
–
|
-$2.1M
|
-37,160
|
Closed
|
|
|
25
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$828K
|
-14,626
|
Closed
|
|
