|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$85.2M
|
+$82.2M
|
+3,066,448
|
New
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.36M
|
+$3.24M
|
+120,821
|
New
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$3.24M
|
+$3.15M
|
+117,711
|
New
|
|
|
4
|
Hart & Patterson Financial Group
Amherst,
Massachusetts
|
$984K
|
+$949K
|
+35,397
|
New
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$603K
|
+$581K
|
+21,698
|
New
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$356K
|
+$343K
|
+12,809
|
New
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$345K
|
+$333K
|
+12,426
|
New
|
|
|
8
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$267K
|
+$258K
|
+9,622
|
New
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$238K
|
-$332K
|
-12,377
|
-59%
|
|
|
10
|
Principal Securities
Des Moines,
Iowa
|
$86.4K
|
+$83.3K
|
+3,110
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$58K
|
+$56K
|
+2,089
|
New
|
|
|
12
|
Advisornet Financial
Minnetonka,
Minnesota
|
$34K
|
+$32.8K
|
+1,225
|
New
|
|
|
13
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$27.1K
|
+$26.2K
|
+977
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$2.31K
|
+$1.66K
|
+62
|
+295%
|
|
|
15
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.17K
|
+$2.09K
|
+78
|
New
|
|
|
16
|
Continuum Advisory
Eagle,
Idaho
|
$1.41K
|
+$1.39K
|
+52
|
New
|
|
|
17
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
–
|
-$8.72K
|
-337
|
Closed
|
|
