|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.9M
|
+$3.84M
|
+122,513
|
New
|
|
|
2
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.04M
|
+$2.51M
|
+80,157
|
+523%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.28M
|
–
|
–
|
–
|
|
|
4
|
Kestra Advisory Services
Austin,
Texas
|
$956K
|
+$661K
|
+21,098
|
+236%
|
|
|
5
|
CreativeOne Wealth
Overland Park,
Kansas
|
$587K
|
+$578K
|
+18,451
|
New
|
|
|
6
|
Holistic Planning
Nacogdoches,
Texas
|
$557K
|
+$548K
|
+17,495
|
New
|
|
|
7
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$447K
|
+$440K
|
+14,048
|
New
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$427K
|
-$927K
|
-29,581
|
-69%
|
|
|
9
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$421K
|
-$260K
|
-8,312
|
-39%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$412K
|
+$406K
|
+12,949
|
New
|
|
|
11
|
Atria Investments
Charlotte,
North Carolina
|
$383K
|
+$377K
|
+12,029
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$332K
|
-$606K
|
-19,335
|
-65%
|
|
|
13
|
Barclays
London,
United Kingdom
|
$151K
|
+$148K
|
+4,731
|
New
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$105K
|
–
|
–
|
–
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
$63.6K
|
–
|
–
|
–
|
|
|
16
|
Integrity Financial
Cheyenne,
Wyoming
|
$42.8K
|
+$5.11K
|
+163
|
+14%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$33.8K
|
+$33.3K
|
+1,062
|
New
|
|
|
18
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$14.3K
|
+$14.1K
|
+450
|
New
|
|
|
19
|
OneAscent Financial Services
Birmingham,
Alabama
|
–
|
-$1.11M
|
-35,803
|
Closed
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$397K
|
-12,793
|
Closed
|
|
|
21
|
International Assets Investment Management
Orlando,
Florida
|
–
|
-$225K
|
-7,250
|
Closed
|
|
