|
1
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$26.4M
|
+$11.3M
|
+201,349
|
+74%
|
|
|
2
|
|
$20.4M
|
-$6.97M
|
-124,754
|
-25%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$14.8M
|
+$14.9M
|
+266,174
|
New
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.09M
|
+$662K
|
+11,832
|
+27%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$2.15M
|
+$2.16M
|
+38,584
|
New
|
|
|
6
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$2.07M
|
+$2.07M
|
+37,072
|
New
|
|
|
7
|
Foresight Wealth Management
Draper,
Utah
|
$979K
|
+$982K
|
+17,566
|
New
|
|
|
8
|
Mutual Advisors
Omaha,
Nebraska
|
$681K
|
+$50.3K
|
+900
|
+8%
|
|
|
9
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$578K
|
+$275K
|
+4,911
|
+90%
|
|
|
10
|
Bay Colony Advisors
Concord,
Massachusetts
|
$546K
|
+$548K
|
+9,804
|
New
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$543K
|
–
|
–
|
–
|
|
|
12
|
ETrade Capital Management
Arlington,
Virginia
|
$377K
|
+$378K
|
+6,764
|
New
|
|
|
13
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$327K
|
+$50K
|
+895
|
+18%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$253K
|
+$181K
|
+3,246
|
+250%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$62K
|
+$51.9K
|
+929
|
+531%
|
|
|
16
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$50K
|
+$5.2K
|
+93
|
+11%
|
|
|
17
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$42K
|
–
|
–
|
–
|
|
|
18
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$30K
|
+$30.4K
|
+544
|
New
|
|
|
19
|
|
–
|
-$3.37M
|
-61,142
|
Closed
|
|
|
20
|
Flow Traders U.S.
New York
|
–
|
-$699K
|
-12,676
|
Closed
|
|
