|
1
|
American Century Companies
Kansas City,
Missouri
|
$125M
|
–
|
–
|
–
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.7M
|
+$3.42M
|
+76,433
|
+13%
|
|
|
3
|
Synovus Financial
Columbus,
Georgia
|
$10.2M
|
+$1.33M
|
+29,583
|
+16%
|
|
|
4
|
Private Advisor Group
Morristown,
New Jersey
|
$6.86M
|
+$1.94M
|
+43,210
|
+43%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$3.52M
|
+$2.92M
|
+65,141
|
+713%
|
|
|
6
|
Synergy Asset Management
Vancouver,
Washington
|
$2.36M
|
+$2.24M
|
+49,900
|
New
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.4M
|
+$430K
|
+9,589
|
+48%
|
|
|
8
|
|
$1.03M
|
+$971K
|
+21,673
|
New
|
|
|
9
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$594K
|
+$562K
|
+12,531
|
New
|
|
|
10
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$552K
|
+$522K
|
+11,644
|
New
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$381K
|
+$11.5K
|
+257
|
+3%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$338K
|
+$320K
|
+7,134
|
New
|
|
|
13
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$297K
|
+$281K
|
+6,262
|
New
|
|
|
14
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$139K
|
-$37.2K
|
-830
|
-22%
|
|
|
15
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$120K
|
+$113K
|
+2,525
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$100K
|
+$50.6K
|
+1,129
|
+115%
|
|
|
17
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$51K
|
+$48.4K
|
+1,079
|
New
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$35.5K
|
+$33.6K
|
+750
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$34K
|
+$32.3K
|
+721
|
New
|
|
|
20
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$11K
|
-$11.5K
|
-257
|
-54%
|
|
|
21
|
|
–
|
-$987K
|
-23,283
|
Closed
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$6K
|
-145
|
Closed
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
–
|
+$45
|
+1
|
New
|
|
