|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$100M
|
+$1.79M
|
+35,606
|
+2%
|
|
|
2
|
Kestra Advisory Services
Austin,
Texas
|
$1.1M
|
+$111K
|
+2,209
|
+12%
|
|
|
3
|
Financial Counselors Inc
Overland Park,
Kansas
|
$481K
|
+$33.6K
|
+670
|
+8%
|
|
|
4
|
CRA Financial Services
Northfield,
New Jersey
|
$234K
|
–
|
–
|
–
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$226K
|
+$33.6K
|
+670
|
+18%
|
|
|
6
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$202K
|
-$16.2K
|
-323
|
-8%
|
|
|
7
|
New Hampshire Trust
Concord,
New Hampshire
|
$91K
|
-$4.66K
|
-93
|
-5%
|
|
|
8
|
Caldwell Trust
Venice,
Florida
|
$50.1K
|
–
|
–
|
–
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.5K
|
–
|
–
|
–
|
|
|
10
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$10.3K
|
–
|
–
|
–
|
|
|
11
|
Advisory Services Network
Atlanta,
Georgia
|
$8.99K
|
+$501
|
+10
|
+6%
|
|
|
12
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$4.53K
|
–
|
–
|
–
|
|
|
13
|
Spire Wealth Management
Mclean,
Virginia
|
$2.57K
|
–
|
–
|
–
|
|
|
14
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
–
|
-$231K
|
-4,805
|
Closed
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
–
|
-$143K
|
-2,965
|
Closed
|
|
