|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.4M
|
+$1.25M
|
+34,743
|
+5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$16M
|
+$408K
|
+11,325
|
+3%
|
|
|
3
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$15.7M
|
+$14.5M
|
+401,700
|
New
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$11.8M
|
+$563K
|
+15,623
|
+5%
|
|
|
5
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$4.1M
|
-$47.4K
|
-1,313
|
-1%
|
|
|
6
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.32M
|
+$629K
|
+17,445
|
+26%
|
|
|
7
|
Ankerstar Wealth
Leander,
Texas
|
$929K
|
-$5.16K
|
-143
|
-0.6%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$699K
|
-$5.7K
|
-158
|
-0.9%
|
|
|
9
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$607K
|
-$19K
|
-527
|
-3%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$433K
|
+$400K
|
+11,078
|
New
|
|
|
11
|
Bank of New York Mellon
New York
|
$421K
|
+$67.1K
|
+1,861
|
+21%
|
|
|
12
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$266K
|
+$246K
|
+6,810
|
New
|
|
|
13
|
SigFig Wealth Management
San Francisco,
California
|
$250K
|
-$8.19K
|
-227
|
-3%
|
|
|
14
|
Principal Securities
Des Moines,
Iowa
|
$240K
|
-$26.4K
|
-733
|
-11%
|
|
|
15
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$219K
|
+$202K
|
+5,605
|
New
|
|
|
16
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$213K
|
+$197K
|
+5,459
|
New
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$53.2K
|
+$10.6K
|
+293
|
+27%
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$26.7K
|
-$216
|
-6
|
-0.9%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.8K
|
+$15.5K
|
+430
|
New
|
|
|
20
|
Rossby Financial
Melbourne,
Florida
|
$9.57K
|
-$4.94K
|
-137
|
-36%
|
|
|
21
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$7.26K
|
+$6.71K
|
+186
|
New
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$5.93K
|
–
|
–
|
–
|
|
|
23
|
|
$937
|
–
|
–
|
–
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$547
|
+$505
|
+14
|
New
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
–
|
-$4.09K
|
-128
|
Closed
|
|
