|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$167M
|
-$17.2M
|
-241,352
|
-9%
|
|
|
2
|
Merriman Wealth Management
Seattle,
Washington
|
$18.4M
|
+$713K
|
+9,979
|
+4%
|
|
|
3
|
Sunpointe
St. Louis,
Missouri
|
$5.46M
|
+$4.79M
|
+67,100
|
+655%
|
|
|
4
|
Kestra Advisory Services
Austin,
Texas
|
$2.06M
|
+$253K
|
+3,540
|
+14%
|
|
|
5
|
Financial Counselors Inc
Overland Park,
Kansas
|
$1.72M
|
-$4.5K
|
-63
|
-0.3%
|
|
|
6
|
Two Sigma Investments
New York
|
$1.4M
|
-$1.57M
|
-22,000
|
-53%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$802K
|
+$812K
|
+11,367
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$637K
|
+$118K
|
+1,658
|
+23%
|
|
|
9
|
Comerica Bank
Dallas,
Texas
|
$561K
|
-$505K
|
-7,072
|
-47%
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$429K
|
-$10.6K
|
-149
|
-2%
|
|
|
11
|
|
$371K
|
+$376K
|
+5,269
|
New
|
|
|
12
|
CRA Financial Services
Northfield,
New Jersey
|
$328K
|
+$5.36K
|
+75
|
+2%
|
|
|
13
|
New Hampshire Trust
Concord,
New Hampshire
|
$319K
|
–
|
–
|
–
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$264K
|
+$643
|
+9
|
+0.2%
|
|
|
15
|
Summit Asset Management
Memphis,
Tennessee
|
$248K
|
–
|
–
|
–
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$227K
|
+$229K
|
+3,214
|
New
|
|
|
17
|
|
$222K
|
+$225K
|
+3,148
|
New
|
|
|
18
|
Two Sigma Securities
New York
|
$214K
|
+$217K
|
+3,037
|
New
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$120K
|
+$54.9K
|
+769
|
+83%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$119K
|
+$23.6K
|
+330
|
+24%
|
|
|
21
|
|
$77.1K
|
+$78K
|
+1,093
|
New
|
|
|
22
|
Caldwell Trust
Venice,
Florida
|
$68.7K
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32K
|
+$31.4K
|
+440
|
+2,750%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.69K
|
–
|
–
|
–
|
|
|
25
|
Kennebec Savings Bank
Augusta,
Maine
|
–
|
-$17.4K
|
-248
|
Closed
|
|
