|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.5M
|
+$20.9M
|
+210,184
|
+437%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.1M
|
+$421K
|
+4,233
|
+3%
|
|
|
3
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$8.72M
|
+$771K
|
+7,747
|
+10%
|
|
|
4
|
Equitable Holdings
New York
|
$8.64M
|
+$8.82M
|
+88,590
|
New
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.49M
|
+$7.27M
|
+73,039
|
+2,681%
|
|
|
6
|
Atria Investments
Charlotte,
North Carolina
|
$4.34M
|
+$2.22M
|
+22,288
|
+103%
|
|
|
7
|
Aspire Private Capital
Cornelius,
North Carolina
|
$3.8M
|
+$3.83M
|
+38,476
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$3.68M
|
+$2.67M
|
+26,830
|
+259%
|
|
|
9
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$3.6M
|
+$3.62M
|
+36,397
|
New
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$3.41M
|
+$2.23M
|
+22,422
|
+185%
|
|
|
11
|
Valeo Financial Advisors
Carmel,
Indiana
|
$3.16M
|
+$2.87M
|
+28,871
|
+925%
|
|
|
12
|
Joel Isaacson & Co
New York
|
$2.76M
|
+$106K
|
+1,062
|
+4%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$2.7M
|
+$300K
|
+3,013
|
+12%
|
|
|
14
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$2.55M
|
+$2.15M
|
+21,588
|
+517%
|
|
|
15
|
Avantax Planning Partners
Dubuque,
Iowa
|
$2.04M
|
+$1.47M
|
+14,747
|
+250%
|
|
|
16
|
Stephen J. Garry & Associates
Garden City,
New York
|
$1.45M
|
-$19.9K
|
-200
|
-1%
|
|
|
17
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.4M
|
+$42.2K
|
+424
|
+3%
|
|
|
18
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$1.37M
|
+$1.38M
|
+13,859
|
New
|
|
|
19
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$1.37M
|
+$659K
|
+6,619
|
+92%
|
|
|
20
|
Hilltop Holdings
Dallas,
Texas
|
$1.17M
|
+$1.18M
|
+11,823
|
New
|
|
|
21
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$1.11M
|
+$201K
|
+2,022
|
+22%
|
|
|
22
|
|
$937K
|
-$256K
|
-2,577
|
-21%
|
|
|
23
|
Elser Financial Planning
Indianapolis,
Indiana
|
$933K
|
-$36.3K
|
-365
|
-4%
|
|
|
24
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$919K
|
+$613K
|
+6,155
|
+196%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$912K
|
-$13.7K
|
-138
|
-1%
|
|
