|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$51.6M
|
+$2.02M
|
+31,018
|
+4%
|
|
|
2
|
Sunpointe
St. Louis,
Missouri
|
$4.38M
|
-$975
|
-15
|
-0%
|
|
|
3
|
Impact Investors
San Francisco,
California
|
$3.02M
|
+$383K
|
+5,894
|
+14%
|
|
|
4
|
MML Investors Services
Springfield,
Massachusetts
|
$2.21M
|
-$724K
|
-11,129
|
-23%
|
|
|
5
|
Peak Planning Group
Centennial,
Colorado
|
$1.82M
|
+$49.6K
|
+763
|
+3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$960K
|
-$6.96K
|
-107
|
-0.7%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$529K
|
+$8.13K
|
+125
|
+1%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$415K
|
+$64.4K
|
+990
|
+17%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$397K
|
+$150K
|
+2,305
|
+55%
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$326K
|
-$376K
|
-5,787
|
-52%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$287K
|
+$72.6K
|
+1,116
|
+31%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$250K
|
-$2.93K
|
-45
|
-1%
|
|
|
13
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$244K
|
+$260K
|
+4,000
|
New
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$224K
|
+$239K
|
+3,669
|
New
|
|
|
15
|
Addison Advisors
Middlebury,
Vermont
|
$163K
|
–
|
–
|
–
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$99K
|
+$58.4K
|
+898
|
+124%
|
|
|
17
|
|
$90.5K
|
-$65
|
-1
|
-0.1%
|
|
|
18
|
MAI Capital Management
Independence,
Ohio
|
$47.4K
|
–
|
–
|
–
|
|
|
19
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$17.4K
|
–
|
–
|
–
|
|
|
20
|
|
$16.1K
|
+$17.6K
|
+270
|
New
|
|
|
21
|
WealthShield Partners
Cary,
North Carolina
|
$13.6K
|
–
|
–
|
–
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$916
|
–
|
–
|
–
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$183
|
–
|
–
|
–
|
|
|
24
|
Select Equity Group
New York
|
–
|
-$6.29M
|
-96,535
|
Closed
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$2.15M
|
-33,017
|
Closed
|
|
