|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$255M
|
-$6.85M
|
-83,818
|
-3%
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
$17.1M
|
+$1.53M
|
+18,724
|
+10%
|
|
|
3
|
Sunpointe
St. Louis,
Missouri
|
$5.74M
|
–
|
–
|
–
|
|
|
4
|
Cary Street Partners
Richmond,
Virginia
|
$3.98M
|
+$3.87M
|
+47,303
|
New
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$976K
|
-$23M
|
-281,673
|
-96%
|
|
|
6
|
SteelPeak Wealth
Woodland Hills,
California
|
$747K
|
+$35.4K
|
+433
|
+5%
|
|
|
7
|
MML Investors Services
Springfield,
Massachusetts
|
$593K
|
+$61.5K
|
+753
|
+12%
|
|
|
8
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$583K
|
-$4.5K
|
-55
|
-0.8%
|
|
|
9
|
Midwest Trust
Overland Park,
Kansas
|
$429K
|
-$1.75M
|
-21,358
|
-81%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$427K
|
-$17.5K
|
-214
|
-4%
|
|
|
11
|
Summit Asset Management
Memphis,
Tennessee
|
$409K
|
–
|
–
|
–
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$403K
|
+$33.6K
|
+411
|
+9%
|
|
|
13
|
CRA Financial Services
Northfield,
New Jersey
|
$376K
|
–
|
–
|
–
|
|
|
14
|
New Hampshire Trust
Concord,
New Hampshire
|
$371K
|
-$68.8K
|
-842
|
-16%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$369K
|
-$157K
|
-1,916
|
-30%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$360K
|
-$5.15K
|
-63
|
-1%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$296K
|
+$67.7K
|
+828
|
+31%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$288K
|
+$280K
|
+3,427
|
New
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$217K
|
+$211K
|
+2,580
|
New
|
|
|
20
|
|
$98.7K
|
–
|
–
|
–
|
|
|
21
|
Caldwell Trust
Venice,
Florida
|
$81.9K
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$48K
|
+$46.7K
|
+571
|
New
|
|
|
23
|
|
$11.4K
|
-$136K
|
-1,663
|
-92%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7K
|
+$6.54K
|
+80
|
New
|
|
|
25
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$336
|
–
|
–
|
–
|
|
