|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$151M
|
-$17.9M
|
-323,562
|
-11%
|
|
|
2
|
Atria Investments
Charlotte,
North Carolina
|
$30.6M
|
-$2.46M
|
-44,606
|
-8%
|
|
|
3
|
Personal CFO Solutions
Chester,
New Jersey
|
$23.2M
|
+$271K
|
+4,904
|
+1%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.8M
|
-$1.39M
|
-25,168
|
-6%
|
|
|
5
|
SWMG LLC
Fort Worth,
Texas
|
$15.8M
|
+$513K
|
+9,292
|
+3%
|
|
|
6
|
Cascadia Advisory Services
Portland,
Oregon
|
$7.29M
|
+$7.2M
|
+130,468
|
New
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.65M
|
-$336K
|
-6,096
|
-5%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$6.4M
|
-$718K
|
-13,022
|
-10%
|
|
|
9
|
Park Avenue Securities
New York
|
$5.54M
|
-$115K
|
-2,082
|
-2%
|
|
|
10
|
IMC Chicago
Chicago,
Illinois
|
$5.5M
|
+$5.43M
|
+98,378
|
New
|
|
|
11
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$5.45M
|
-$1.37M
|
-24,802
|
-20%
|
|
|
12
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$3.92M
|
+$3.78M
|
+68,538
|
+11,500%
|
|
|
13
|
Fulcrum Equity Management
Plano,
Texas
|
$3.45M
|
-$126K
|
-2,276
|
-4%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$3.21M
|
+$1.07M
|
+19,386
|
+51%
|
|
|
15
|
Cedar Capital
Barrington,
Illinois
|
$3.14M
|
-$490K
|
-8,874
|
-14%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.03M
|
-$429K
|
-7,774
|
-13%
|
|
|
17
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$2.86M
|
+$2.19M
|
+39,626
|
+345%
|
|
|
18
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$2.63M
|
-$24.1M
|
-437,088
|
-90%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$1.72M
|
+$1.7M
|
+30,726
|
New
|
|
|
20
|
Institute for Wealth Management
Denver,
Colorado
|
$1.71M
|
-$348K
|
-6,314
|
-17%
|
|
|
21
|
Prospera Financial Services
Dallas,
Texas
|
$1.54M
|
+$534K
|
+9,686
|
+54%
|
|
|
22
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$1.46M
|
-$208K
|
-3,762
|
-13%
|
|
|
23
|
Aveo Capital Partners
Englewood,
Colorado
|
$1.41M
|
+$1.39M
|
+25,142
|
New
|
|
|
24
|
|
$1.4M
|
+$1.38M
|
+25,050
|
New
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.39M
|
-$2.07M
|
-37,592
|
-60%
|
|
