|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$103M
|
+$7.52M
|
+149,434
|
+7%
|
|
|
2
|
Kestra Advisory Services
Austin,
Texas
|
$771K
|
+$837K
|
+16,627
|
New
|
|
|
3
|
Stone Asset Management
Austin,
Texas
|
$622K
|
-$14.2K
|
-283
|
-2%
|
|
|
4
|
SeaCrest Wealth Management
Purchase,
New York
|
$458K
|
+$12.3K
|
+244
|
+3%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$415K
|
+$76.1K
|
+1,511
|
+20%
|
|
|
6
|
Financial Counselors Inc
Overland Park,
Kansas
|
$397K
|
-$29.5K
|
-586
|
-6%
|
|
|
7
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$223K
|
–
|
–
|
–
|
|
|
8
|
CRA Financial Services
Northfield,
New Jersey
|
$202K
|
+$15.1K
|
+300
|
+7%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$200K
|
-$36.4K
|
-723
|
-14%
|
|
|
10
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$197K
|
–
|
–
|
–
|
|
|
11
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$69K
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$63K
|
-$45.8K
|
-910
|
-40%
|
|
|
13
|
Caldwell Trust
Venice,
Florida
|
$45.2K
|
–
|
–
|
–
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$10K
|
-$12.9K
|
-256
|
-56%
|
|
|
15
|
Spire Wealth Management
Mclean,
Virginia
|
$2K
|
–
|
–
|
–
|
|
|
16
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
–
|
-$284K
|
-5,060
|
Closed
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
–
|
-$203K
|
-3,612
|
Closed
|
|
