|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$175M
|
+$13.1M
|
+226,795
|
+8%
|
|
|
2
|
Atria Investments
Charlotte,
North Carolina
|
$35.4M
|
+$2.5M
|
+43,375
|
+8%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$25M
|
+$1.53M
|
+26,576
|
+7%
|
|
|
4
|
Personal CFO Solutions
Chester,
New Jersey
|
$23.9M
|
-$928K
|
-16,101
|
-4%
|
|
|
5
|
Brookstone Capital Management
Wheaton,
Illinois
|
$18.5M
|
+$19M
|
+328,910
|
New
|
|
|
6
|
SWMG LLC
Fort Worth,
Texas
|
$18.3M
|
+$1.31M
|
+22,731
|
+8%
|
|
|
7
|
Cascadia Advisory Services
Portland,
Oregon
|
$10.1M
|
+$2.17M
|
+37,641
|
+29%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$9.44M
|
+$2.49M
|
+43,139
|
+38%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.15M
|
+$991K
|
+17,196
|
+14%
|
|
|
10
|
Park Avenue Securities
New York
|
$7.62M
|
+$1.62M
|
+28,173
|
+28%
|
|
|
11
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$6.17M
|
+$3M
|
+51,972
|
+102%
|
|
|
12
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$5.39M
|
-$430K
|
-7,456
|
-8%
|
|
|
13
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$4.8M
|
+$3.64M
|
+63,123
|
+369%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$4.43M
|
+$956K
|
+16,573
|
+29%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.8M
|
+$2.23M
|
+38,619
|
+155%
|
|
|
16
|
Fulcrum Equity Management
Plano,
Texas
|
$3.22M
|
-$459K
|
-7,959
|
-13%
|
|
|
17
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$2.77M
|
-$100K
|
-1,741
|
-4%
|
|
|
18
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.9M
|
+$935K
|
+16,216
|
+104%
|
|
|
19
|
Institute for Wealth Management
Denver,
Colorado
|
$1.82M
|
-$11.4K
|
-197
|
-0.6%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$1.66M
|
-$171K
|
-2,971
|
-10%
|
|
|
21
|
Prudential Financial
Newark,
New Jersey
|
$1.6M
|
+$445K
|
+7,716
|
+41%
|
|
|
22
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$1.54M
|
-$22.1K
|
-384
|
-1%
|
|
|
23
|
MGO One Seven
Beachwood,
Ohio
|
$1.51M
|
+$447K
|
+7,758
|
+44%
|
|
|
24
|
Tower Research Capital (TRC)
New York
|
$1.45M
|
+$1.35M
|
+23,493
|
+2,937%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.45M
|
-$1.73M
|
-30,033
|
-55%
|
|
