|
1
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$45.2M
|
+$8.41M
|
+327,855
|
+23%
|
|
|
2
|
Frederick Financial Consultants
Frederick,
Maryland
|
$13.6M
|
+$850K
|
+33,142
|
+7%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.62M
|
+$5.56M
|
+216,591
|
New
|
|
|
4
|
Financial Concepts Unlimited
Centreville,
Maine
|
$5.27M
|
+$37.6K
|
+1,465
|
+0.7%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.98M
|
+$963K
|
+37,548
|
+24%
|
|
|
6
|
Kingswood Wealth Advisors
San Diego,
California
|
$3.95M
|
+$570K
|
+22,200
|
+17%
|
|
|
7
|
Hilltop Holdings
Dallas,
Texas
|
$3.8M
|
–
|
–
|
–
|
|
|
8
|
Elyxium Wealth
San Mateo,
California
|
$3.29M
|
+$555K
|
+21,642
|
+21%
|
|
|
9
|
Avidian Wealth Enterprises
Houston,
Texas
|
$993K
|
+$981K
|
+38,234
|
New
|
|
|
10
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$913K
|
+$10.5K
|
+410
|
+1%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$792K
|
-$195K
|
-7,608
|
-20%
|
|
|
12
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$736K
|
+$1.8K
|
+70
|
+0.2%
|
|
|
13
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$574K
|
+$567K
|
+22,100
|
New
|
|
|
14
|
Cary Street Partners
Richmond,
Virginia
|
$556K
|
+$35.6K
|
+1,387
|
+7%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$252K
|
-$18.5K
|
-721
|
-7%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$230K
|
+$227K
|
+8,852
|
New
|
|
|
17
|
Sankala Group
Lyons,
Colorado
|
$24.8K
|
–
|
–
|
–
|
|
|
18
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$20.6K
|
+$20.3K
|
+793
|
New
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$12K
|
+$11.9K
|
+463
|
New
|
|
|
20
|
Global Retirement Partners
San Rafael,
California
|
$1.17K
|
+$1.16K
|
+45
|
New
|
|
|
21
|
Global Assets Advisory
Orlando,
Florida
|
–
|
-$4.72M
|
-218,718
|
Closed
|
|
|
22
|
|
–
|
-$2.29M
|
-88,079
|
Closed
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$282K
|
-10,856
|
Closed
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
–
|
-$231K
|
-8,909
|
Closed
|
|
