|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.5M
|
-$3.04M
|
-147,570
|
-12%
|
|
|
2
|
MML Investors Services
Springfield,
Massachusetts
|
$6.86M
|
-$646K
|
-31,375
|
-8%
|
|
|
3
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$3.7M
|
-$270K
|
-13,115
|
-7%
|
|
|
4
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.35M
|
+$2.4M
|
+116,395
|
New
|
|
|
5
|
Atria Wealth Solutions
New York
|
$2.28M
|
+$455K
|
+22,108
|
+24%
|
|
|
6
|
|
$803K
|
-$1.43M
|
-69,197
|
-63%
|
|
|
7
|
Geneos Wealth Management
Englewood,
Colorado
|
$696K
|
+$41.1K
|
+1,994
|
+6%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$494K
|
+$41.8K
|
+2,027
|
+9%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$494K
|
+$504K
|
+24,485
|
New
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$396K
|
+$15.7K
|
+763
|
+4%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$382K
|
+$82.9K
|
+4,026
|
+27%
|
|
|
12
|
GTS Securities
Miami,
Florida
|
$358K
|
-$23.5K
|
-1,142
|
-6%
|
|
|
13
|
Tradition Wealth Management
Edina,
Minnesota
|
$319K
|
+$294K
|
+14,256
|
+902%
|
|
|
14
|
Donoghue Forlines
Boston,
Massachusetts
|
$227K
|
+$2.27K
|
+110
|
+1%
|
|
|
15
|
World Equity Group
Schaumburg,
Illinois
|
$214K
|
+$4.31K
|
+209
|
+2%
|
|
|
16
|
Global Retirement Partners
San Rafael,
California
|
$209K
|
-$6.65K
|
-323
|
-3%
|
|
|
17
|
First Horizon Advisors
Memphis,
Tennessee
|
$27.8K
|
+$680
|
+33
|
+2%
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$5.72K
|
-$3.5K
|
-170
|
-37%
|
|
|
19
|
|
$343
|
-$7.36K
|
-357
|
-95%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$161
|
-$34.6K
|
-1,681
|
-100%
|
|
|
21
|
Park Avenue Securities
New York
|
–
|
-$289K
|
-14,001
|
Closed
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$43K
|
-2,069
|
Closed
|
|
