|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$19M
|
+$5.32M
|
+164,517
|
+42%
|
|
|
2
|
Park Avenue Securities
New York
|
$3.43M
|
+$1.58M
|
+48,842
|
+94%
|
|
|
3
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$1.48M
|
+$1.33M
|
+41,218
|
New
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$1.14M
|
+$1.08M
|
+33,463
|
New
|
|
|
5
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.14M
|
+$1.08M
|
+33,463
|
New
|
|
|
6
|
CreativeOne Wealth
Overland Park,
Kansas
|
$729K
|
+$466K
|
+14,425
|
+207%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$232K
|
+$220K
|
+6,790
|
New
|
|
|
8
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$222K
|
+$31.5K
|
+974
|
+18%
|
|
|
9
|
IFP Advisors
Tampa,
Florida
|
$122K
|
+$23K
|
+710
|
+25%
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$117K
|
-$70K
|
-2,165
|
-39%
|
|
|
11
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$73K
|
+$69.6K
|
+2,152
|
New
|
|
|
12
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$37K
|
+$34.9K
|
+1,080
|
New
|
|
|
13
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$35K
|
+$33.2K
|
+1,028
|
New
|
|
|
14
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$20K
|
+$19K
|
+587
|
New
|
|
|
15
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$13K
|
+$6.76K
|
+209
|
+126%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4K
|
+$3.78K
|
+117
|
New
|
|
|
17
|
|
–
|
-$783K
|
-25,147
|
Closed
|
|
|
18
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
–
|
-$835K
|
-7,489
|
Closed
|
|
|
19
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$217K
|
-6,966
|
Closed
|
|
