|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.5M
|
-$1.74M
|
-56,927
|
-6%
|
|
|
2
|
MML Investors Services
Springfield,
Massachusetts
|
$8.91M
|
-$539K
|
-17,674
|
-6%
|
|
|
3
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$5.25M
|
-$314K
|
-10,305
|
-6%
|
|
|
4
|
Donoghue Forlines
Boston,
Massachusetts
|
$5.09M
|
-$631K
|
-20,679
|
-11%
|
|
|
5
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.27M
|
+$737K
|
+24,134
|
+133%
|
|
|
6
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$967K
|
-$143K
|
-4,687
|
-13%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$880K
|
+$73.6K
|
+2,413
|
+9%
|
|
|
8
|
Geneos Wealth Management
Englewood,
Colorado
|
$856K
|
+$11.8K
|
+386
|
+1%
|
|
|
9
|
GTS Securities
Miami,
Florida
|
$732K
|
+$242K
|
+7,920
|
+48%
|
|
|
10
|
Atria Wealth Solutions
New York
|
$681K
|
-$48.6K
|
-1,592
|
-7%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$521K
|
+$528K
|
+17,287
|
New
|
|
|
12
|
Global Retirement Partners
San Rafael,
California
|
$377K
|
-$10.6K
|
-346
|
-3%
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$367K
|
+$371K
|
+12,170
|
New
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$358K
|
-$5.07K
|
-166
|
-1%
|
|
|
15
|
World Equity Group
Schaumburg,
Illinois
|
$313K
|
–
|
–
|
–
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$184K
|
+$610
|
+20
|
+0.3%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$151K
|
+$153K
|
+5,017
|
New
|
|
|
18
|
First Horizon Advisors
Memphis,
Tennessee
|
$71.1K
|
-$3.02K
|
-99
|
-4%
|
|
|
19
|
|
$15.9K
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$1.54K
|
-$16.3K
|
-534
|
-91%
|
|
|
21
|
Wellington Wealth Strategies
Indianapolis,
Indiana
|
–
|
-$201K
|
-6,546
|
Closed
|
|
