|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.9M
|
+$1.6M
|
+64,527
|
+8%
|
|
|
2
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$12.5M
|
-$2.32M
|
-93,961
|
-16%
|
|
|
3
|
|
$7.85M
|
+$382K
|
+15,425
|
+5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$7.44M
|
+$15.9K
|
+643
|
+0.2%
|
|
|
5
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$5.53M
|
+$254K
|
+10,269
|
+5%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.06M
|
+$1.43M
|
+58,000
|
+87%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.72M
|
+$1.27M
|
+51,528
|
+282%
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.35M
|
-$6.1M
|
-246,778
|
-82%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$717K
|
+$720K
|
+29,114
|
New
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$710K
|
+$713K
|
+28,843
|
New
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$394K
|
-$381K
|
-15,400
|
-49%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$383K
|
-$8.26K
|
-334
|
-2%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$381K
|
+$141K
|
+5,681
|
+58%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$325K
|
+$27.7K
|
+1,118
|
+9%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$317K
|
-$420
|
-17
|
-0.1%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$301K
|
+$61.8K
|
+2,500
|
+26%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$294K
|
+$36.6K
|
+1,480
|
+14%
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$280K
|
+$36.4K
|
+1,471
|
+15%
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$241K
|
-$14.8K
|
-600
|
-6%
|
|
|
20
|
Tortoise Investment Management
White Plains,
New York
|
$239K
|
–
|
–
|
–
|
|
|
21
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$140K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$131K
|
-$18.7K
|
-757
|
-12%
|
|
|
23
|
Global Retirement Partners
San Rafael,
California
|
$51K
|
–
|
–
|
–
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$47K
|
–
|
–
|
–
|
|
|
25
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$35K
|
–
|
–
|
–
|
|
