|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.8M
|
-$2.35M
|
-94,620
|
-16%
|
|
|
2
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$8.06M
|
+$403K
|
+16,222
|
+5%
|
|
|
3
|
|
$5.9M
|
+$3.82M
|
+154,125
|
+186%
|
|
|
4
|
Beaumont Capital Management
Boston,
Massachusetts
|
$3.67M
|
-$142K
|
-5,708
|
-4%
|
|
|
5
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.98M
|
-$3.71M
|
-149,665
|
-56%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.67M
|
-$233K
|
-9,401
|
-8%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$2.1M
|
+$2.09M
|
+84,175
|
New
|
|
|
8
|
|
$1.9M
|
-$162K
|
-6,548
|
-8%
|
|
|
9
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$1.04M
|
+$98.6K
|
+3,975
|
+11%
|
|
|
10
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$920K
|
+$22.9K
|
+923
|
+3%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$896K
|
+$55.8K
|
+2,250
|
+7%
|
|
|
12
|
Flow Traders U.S.
New York
|
$845K
|
+$841K
|
+33,873
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$825K
|
-$6.08M
|
-244,868
|
-88%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$618K
|
-$49.8K
|
-2,008
|
-7%
|
|
|
15
|
Advisors Preferred
Rockville,
Maryland
|
$418K
|
+$417K
|
+16,817
|
New
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$404K
|
+$56.4K
|
+2,271
|
+16%
|
|
|
17
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$385K
|
+$177K
|
+7,128
|
+86%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$371K
|
+$2.48K
|
+100
|
+0.7%
|
|
|
19
|
Aveo Capital Partners
Englewood,
Colorado
|
$301K
|
-$3.96M
|
-159,742
|
-93%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$284K
|
+$2.71K
|
+109
|
+1%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$273K
|
+$1.96K
|
+79
|
+0.7%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$206K
|
-$11.3K
|
-455
|
-5%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$130K
|
-$67.1K
|
-2,703
|
-34%
|
|
|
24
|
Tortoise Investment Management
White Plains,
New York
|
$125K
|
–
|
–
|
–
|
|
|
25
|
Harbour Investments
Madison,
Wisconsin
|
$101K
|
–
|
–
|
–
|
|
