|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$53M
|
+$1.38M
|
+20,751
|
+3%
|
|
|
2
|
Select Equity Group
New York
|
$6.29M
|
+$6.42M
|
+96,535
|
New
|
|
|
3
|
Sunpointe
St. Louis,
Missouri
|
$4.68M
|
-$103K
|
-1,550
|
-2%
|
|
|
4
|
MML Investors Services
Springfield,
Massachusetts
|
$3.09M
|
+$281K
|
+4,223
|
+10%
|
|
|
5
|
Impact Investors
San Francisco,
California
|
$2.84M
|
+$143K
|
+2,152
|
+5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.15M
|
+$2.19M
|
+33,017
|
New
|
|
|
7
|
Peak Planning Group
Centennial,
Colorado
|
$1.89M
|
+$1.93M
|
+28,991
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.03M
|
+$21.3K
|
+320
|
+2%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$725K
|
+$59.5K
|
+895
|
+9%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$556K
|
+$798
|
+12
|
+0.1%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$379K
|
+$2.06K
|
+31
|
+0.5%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$273K
|
+$227K
|
+3,420
|
+441%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$270K
|
–
|
–
|
–
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$233K
|
+$1.53K
|
+23
|
+0.6%
|
|
|
15
|
Addison Advisors
Middlebury,
Vermont
|
$174K
|
–
|
–
|
–
|
|
|
16
|
|
$96.6K
|
+$66
|
+1
|
+0.1%
|
|
|
17
|
MAI Capital Management
Independence,
Ohio
|
$50.6K
|
–
|
–
|
–
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$47K
|
-$4.32K
|
-65
|
-8%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$27.8K
|
+$28.4K
|
+427
|
New
|
|
|
20
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$18.6K
|
-$997
|
-15
|
-5%
|
|
|
21
|
WealthShield Partners
Cary,
North Carolina
|
$14.5K
|
+$532
|
+8
|
+4%
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$977
|
–
|
–
|
–
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$195
|
–
|
–
|
–
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
–
|
-$231K
|
-3,479
|
Closed
|
|
|
25
|
|
–
|
-$4.45K
|
-67
|
Closed
|
|
