|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$16M
|
+$318K
|
+12,307
|
+2%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$9.09M
|
+$1.97M
|
+76,411
|
+28%
|
|
|
3
|
|
$8.22M
|
-$373K
|
-14,457
|
-4%
|
|
|
4
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$7.08M
|
-$572K
|
-22,170
|
-7%
|
|
|
5
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$5.63M
|
+$208K
|
+8,065
|
+4%
|
|
|
6
|
|
$4.89M
|
+$2.82M
|
+109,213
|
+135%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$3.98M
|
+$12.3K
|
+475
|
+0.3%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.19M
|
–
|
–
|
–
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.45M
|
-$140K
|
-5,405
|
-9%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.04M
|
+$1.04M
|
+40,334
|
New
|
|
|
11
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$823K
|
+$828K
|
+32,050
|
New
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$818K
|
+$2.19K
|
+85
|
+0.3%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$787K
|
-$825K
|
-31,931
|
-51%
|
|
|
14
|
Flow Traders U.S.
New York
|
$763K
|
-$435K
|
-16,857
|
-36%
|
|
|
15
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$702K
|
–
|
–
|
–
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$690K
|
-$11.3K
|
-438
|
-2%
|
|
|
17
|
Aveo Capital Partners
Englewood,
Colorado
|
$454K
|
+$456K
|
+17,669
|
New
|
|
|
18
|
LPL Financial
San Diego,
California
|
$395K
|
+$21.8K
|
+843
|
+6%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$280K
|
-$52
|
-2
|
-0%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$275K
|
-$40.9K
|
-1,584
|
-13%
|
|
|
21
|
Tortoise Investment Management
White Plains,
New York
|
$249K
|
–
|
–
|
–
|
|
|
22
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$213K
|
+$1.57K
|
+61
|
+0.7%
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$148K
|
-$50.7K
|
-1,962
|
-25%
|
|
|
24
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$145K
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$121K
|
-$40.3K
|
-1,560
|
-25%
|
|
