|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$86.7M
|
-$2.12M
|
-74,425
|
-2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.1M
|
-$376K
|
-13,199
|
-11%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$2.99M
|
-$389K
|
-13,638
|
-12%
|
|
|
4
|
Hart & Patterson Financial Group
Amherst,
Massachusetts
|
$1.02M
|
-$15.3K
|
-537
|
-2%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$756K
|
+$60.3K
|
+2,116
|
+9%
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$608K
|
+$201K
|
+7,040
|
+52%
|
|
|
7
|
NewEdge Advisors
New Orleans,
Louisiana
|
$580K
|
+$122K
|
+4,277
|
+28%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$459K
|
+$94.5K
|
+3,316
|
+27%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$336K
|
-$27.9K
|
-980
|
-8%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$257K
|
+$247K
|
+8,666
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$204K
|
+$196K
|
+6,872
|
New
|
|
|
12
|
Principal Securities
Des Moines,
Iowa
|
$109K
|
+$14.4K
|
+504
|
+16%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$90.1K
|
+$86.6K
|
+3,039
|
New
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$61K
|
+$58.6K
|
+2,056
|
New
|
|
|
15
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$32.5K
|
+$3.45K
|
+121
|
+12%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20K
|
-$15.7K
|
-550
|
-45%
|
|
|
17
|
Advisornet Financial
Minnetonka,
Minnesota
|
$4.36K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$3.85K
|
+$3.22K
|
+113
|
+665%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$2.99K
|
+$2.88K
|
+101
|
New
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$2.55K
|
+$2.45K
|
+86
|
New
|
|
|
21
|
Continuum Advisory
Eagle,
Idaho
|
$1.41K
|
-$143
|
-5
|
-10%
|
|
|
22
|
Stratos Wealth Partners
Beachwood,
Ohio
|
–
|
-$265K
|
-9,583
|
Closed
|
|
|
23
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
–
|
-$52.4K
|
-1,890
|
Closed
|
|
