|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$62.9M
|
+$4.66M
|
+70,819
|
+8%
|
|
|
2
|
Sunpointe
St. Louis,
Missouri
|
$4.92M
|
-$16.4K
|
-249
|
-0.3%
|
|
|
3
|
Impact Investors
San Francisco,
California
|
$3.37M
|
-$33.6K
|
-511
|
-1%
|
|
|
4
|
MML Investors Services
Springfield,
Massachusetts
|
$2.79M
|
+$290K
|
+4,408
|
+12%
|
|
|
5
|
Peak Planning Group
Centennial,
Colorado
|
$2.17M
|
+$117K
|
+1,784
|
+6%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.08M
|
+$2.56K
|
+39
|
+0.2%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$568K
|
+$96K
|
+1,461
|
+21%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$551K
|
+$175K
|
+2,667
|
+50%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$491K
|
+$41.9K
|
+638
|
+10%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$302K
|
-$19.6K
|
-298
|
-6%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$277K
|
-$4.54K
|
-69
|
-2%
|
|
|
12
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$275K
|
–
|
–
|
–
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$274K
|
+$262K
|
+3,991
|
New
|
|
|
14
|
|
$267K
|
+$158K
|
+2,405
|
+162%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$252K
|
–
|
–
|
–
|
|
|
16
|
Natural Investments
Windsor,
California
|
$226K
|
+$216K
|
+3,292
|
New
|
|
|
17
|
Harbour Investments
Madison,
Wisconsin
|
$112K
|
+$592
|
+9
|
+0.6%
|
|
|
18
|
|
$69K
|
+$49.1K
|
+747
|
+277%
|
|
|
19
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$19.6K
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$17.9K
|
+$17.1K
|
+260
|
New
|
|
|
21
|
Farther Finance Advisors
San Francisco,
California
|
$15.3K
|
+$14.7K
|
+223
|
New
|
|
|
22
|
Silver Grove Financial Group
Orchard Park,
New York
|
$4.95K
|
+$4.73K
|
+72
|
New
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$1.03K
|
–
|
–
|
–
|
|
|
24
|
Institute for Wealth Management
Denver,
Colorado
|
$691
|
+$657
|
+10
|
New
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
$206
|
–
|
–
|
–
|
|
