|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$92.2M
|
+$6.6M
|
+137,048
|
+8%
|
|
|
2
|
Kestra Advisory Services
Austin,
Texas
|
$920K
|
+$29.4K
|
+610
|
+3%
|
|
|
3
|
Financial Counselors Inc
Overland Park,
Kansas
|
$418K
|
+$6.41K
|
+133
|
+2%
|
|
|
4
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$231K
|
–
|
–
|
–
|
|
|
5
|
CRA Financial Services
Northfield,
New Jersey
|
$219K
|
-$23.1K
|
-480
|
-10%
|
|
|
6
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$205K
|
–
|
–
|
–
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$180K
|
+$46.5K
|
+966
|
+35%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$143K
|
-$7.23K
|
-150
|
-5%
|
|
|
9
|
New Hampshire Trust
Concord,
New Hampshire
|
$89.7K
|
+$89.7K
|
+1,862
|
New
|
|
|
10
|
Caldwell Trust
Venice,
Florida
|
$46.9K
|
–
|
–
|
–
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$10K
|
–
|
–
|
–
|
|
|
12
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$9.6K
|
+$9.6K
|
+200
|
New
|
|
|
13
|
Advisory Services Network
Atlanta,
Georgia
|
$7.93K
|
+$7.95K
|
+165
|
New
|
|
|
14
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$4K
|
–
|
–
|
–
|
|
|
15
|
Spire Wealth Management
Mclean,
Virginia
|
$2K
|
–
|
–
|
–
|
|
|
16
|
Stone Asset Management
Austin,
Texas
|
–
|
-$587K
|
-13,250
|
Closed
|
|
|
17
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
–
|
-$210K
|
-4,734
|
Closed
|
|
|
18
|
AssetMark Inc
Concord,
California
|
–
|
-$20K
|
-460
|
Closed
|
|
