|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.21M
|
+$2.23M
|
+69,404
|
+57%
|
|
|
2
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.38M
|
+$1.28M
|
+39,834
|
+42%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.31M
|
+$1.28K
|
+40
|
+0.1%
|
|
|
4
|
Kestra Advisory Services
Austin,
Texas
|
$1.03M
|
+$57.8K
|
+1,800
|
+6%
|
|
|
5
|
CreativeOne Wealth
Overland Park,
Kansas
|
$924K
|
+$324K
|
+10,097
|
+55%
|
|
|
6
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$703K
|
+$247K
|
+7,680
|
+55%
|
|
|
7
|
Holistic Planning
Nacogdoches,
Texas
|
$566K
|
–
|
–
|
–
|
|
|
8
|
Atria Investments
Charlotte,
North Carolina
|
$559K
|
+$168K
|
+5,245
|
+44%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$486K
|
+$482K
|
+14,997
|
New
|
|
|
10
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$423K
|
-$5.11K
|
-159
|
-1%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$419K
|
-$610
|
-19
|
-0.1%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$411K
|
-$23.2K
|
-724
|
-5%
|
|
|
13
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$292K
|
+$290K
|
+9,022
|
New
|
|
|
14
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$284K
|
+$282K
|
+8,784
|
New
|
|
|
15
|
Atria Wealth Solutions
New York
|
$224K
|
+$223K
|
+6,930
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$178K
|
-$158K
|
-4,911
|
-47%
|
|
|
17
|
Barclays
London,
United Kingdom
|
$160K
|
+$6.97K
|
+217
|
+5%
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$107K
|
–
|
–
|
–
|
|
|
19
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$71.2K
|
+$70.6K
|
+2,200
|
New
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$64.8K
|
–
|
–
|
–
|
|
|
21
|
Integrity Financial
Cheyenne,
Wyoming
|
$43.5K
|
–
|
–
|
–
|
|
|
22
|
GeoWealth Management
Chicago,
Illinois
|
$25.4K
|
+$25.2K
|
+785
|
New
|
|
|
23
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$14.6K
|
–
|
–
|
–
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
–
|
-$33.8K
|
-1,062
|
Closed
|
|
