|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$184M
|
-$36.5M
|
-535,805
|
-17%
|
|
|
2
|
Merriman Wealth Management
Seattle,
Washington
|
$17.7M
|
+$775K
|
+11,379
|
+5%
|
|
|
3
|
Two Sigma Investments
New York
|
$2.95M
|
+$2.85M
|
+41,900
|
New
|
|
|
4
|
Kestra Advisory Services
Austin,
Texas
|
$1.8M
|
-$36.6K
|
-537
|
-2%
|
|
|
5
|
Financial Counselors Inc
Overland Park,
Kansas
|
$1.72M
|
-$45K
|
-661
|
-3%
|
|
|
6
|
Comerica Bank
Dallas,
Texas
|
$1.06M
|
+$2.72K
|
+40
|
+0.3%
|
|
|
7
|
Sunpointe
St. Louis,
Missouri
|
$720K
|
+$698K
|
+10,248
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$518K
|
+$502K
|
+7,368
|
New
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$438K
|
+$165K
|
+2,430
|
+64%
|
|
|
10
|
CRA Financial Services
Northfield,
New Jersey
|
$322K
|
-$6.81K
|
-100
|
-2%
|
|
|
11
|
New Hampshire Trust
Concord,
New Hampshire
|
$317K
|
-$1.63K
|
-24
|
-0.5%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$262K
|
+$681
|
+10
|
+0.3%
|
|
|
13
|
Summit Asset Management
Memphis,
Tennessee
|
$247K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$95.3K
|
+$5.79K
|
+85
|
+7%
|
|
|
15
|
Caldwell Trust
Venice,
Florida
|
$68.5K
|
–
|
–
|
–
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$65.4K
|
-$4.22K
|
-62
|
-6%
|
|
|
17
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$51.7K
|
+$50.1K
|
+736
|
New
|
|
|
18
|
Kennebec Savings Bank
Augusta,
Maine
|
$17.4K
|
+$16.9K
|
+248
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.67K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
-$345K
|
-5,071
|
-100%
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$67
|
-1
|
Closed
|
|
