|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.9M
|
+$5.12M
|
+157,271
|
+28%
|
|
|
2
|
Park Avenue Securities
New York
|
$3.96M
|
+$1.34M
|
+41,237
|
+41%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$1.52M
|
+$682K
|
+20,934
|
+63%
|
|
|
4
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.52M
|
+$682K
|
+20,934
|
+63%
|
|
|
5
|
GeoWealth Management
Chicago,
Illinois
|
$1.2M
|
+$1.4M
|
+43,080
|
New
|
|
|
6
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$1.2M
|
-$49.1K
|
-1,507
|
-4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$886K
|
+$812K
|
+24,945
|
+367%
|
|
|
8
|
CreativeOne Wealth
Overland Park,
Kansas
|
$604K
|
+$7.59K
|
+233
|
+1%
|
|
|
9
|
|
$331K
|
+$386K
|
+11,839
|
New
|
|
|
10
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$250K
|
+$292K
|
+8,951
|
New
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$212K
|
+$247K
|
+7,593
|
New
|
|
|
12
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$174K
|
-$9.18K
|
-282
|
-4%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$127K
|
+$148K
|
+4,556
|
New
|
|
|
14
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$126K
|
+$135K
|
+4,131
|
+1,102%
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$97K
|
-$5.57K
|
-171
|
-5%
|
|
|
16
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$97K
|
+$77.7K
|
+2,385
|
+221%
|
|
|
17
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$30K
|
+$34.7K
|
+1,065
|
New
|
|
|
18
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
–
|
-$73K
|
-2,152
|
Closed
|
|
|
19
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
–
|
-$35K
|
-1,028
|
Closed
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$4K
|
-117
|
Closed
|
|
