|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$122M
|
+$5.98M
|
+107,701
|
+5%
|
|
|
2
|
Merriman Wealth Management
Seattle,
Washington
|
$11M
|
+$11.4M
|
+205,972
|
New
|
|
|
3
|
Kestra Advisory Services
Austin,
Texas
|
$1.2M
|
+$11.5K
|
+207
|
+0.9%
|
|
|
4
|
Comerica Bank
Dallas,
Texas
|
$832K
|
+$868K
|
+15,637
|
New
|
|
|
5
|
Financial Counselors Inc
Overland Park,
Kansas
|
$537K
|
+$26.2K
|
+472
|
+5%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$469K
|
+$243K
|
+4,377
|
+99%
|
|
|
7
|
CRA Financial Services
Northfield,
New Jersey
|
$232K
|
-$11.1K
|
-200
|
-4%
|
|
|
8
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$192K
|
-$21.8K
|
-392
|
-10%
|
|
|
9
|
IFP Advisors
Tampa,
Florida
|
$64.2K
|
+$67K
|
+1,206
|
New
|
|
|
10
|
Caldwell Trust
Venice,
Florida
|
$51.8K
|
–
|
–
|
–
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.9K
|
–
|
–
|
–
|
|
|
12
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$10.6K
|
–
|
–
|
–
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$6.86K
|
+$7.16K
|
+129
|
New
|
|
|
14
|
Dakota Community Bank & Trust
Hebron,
North Dakota
|
$4.68K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$1.54K
|
+$1.61K
|
+29
|
New
|
|
|
16
|
New York Life Investment Management
New York
|
–
|
-$395K
|
-7,154
|
Closed
|
|
|
17
|
Fisher Asset Management
Camas,
Washington
|
–
|
-$290K
|
-5,258
|
Closed
|
|
