|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$199M
|
+$46.7M
|
+667,597
|
+28%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$18M
|
+$19.2M
|
+274,944
|
New
|
|
|
3
|
Sunpointe
St. Louis,
Missouri
|
$5.12M
|
+$62.4K
|
+892
|
+1%
|
|
|
4
|
Kestra Advisory Services
Austin,
Texas
|
$1.79M
|
-$128K
|
-1,831
|
-6%
|
|
|
5
|
Financial Counselors Inc
Overland Park,
Kansas
|
$1.59M
|
+$420
|
+6
|
+0%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$920K
|
+$351K
|
+5,019
|
+56%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$558K
|
+$478K
|
+6,829
|
+402%
|
|
|
8
|
Comerica Bank
Dallas,
Texas
|
$507K
|
-$15.3K
|
-218
|
-3%
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$431K
|
+$34.9K
|
+499
|
+8%
|
|
|
10
|
CRA Financial Services
Northfield,
New Jersey
|
$312K
|
+$8.47K
|
+121
|
+3%
|
|
|
11
|
New Hampshire Trust
Concord,
New Hampshire
|
$296K
|
+$350
|
+5
|
+0.1%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$267K
|
+$285K
|
+4,079
|
New
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$259K
|
+$277K
|
+3,960
|
New
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$245K
|
+$420
|
+6
|
+0.2%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$244K
|
+$143K
|
+2,047
|
+121%
|
|
|
16
|
Summit Asset Management
Memphis,
Tennessee
|
$230K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$140K
|
+$118K
|
+1,681
|
+369%
|
|
|
18
|
|
$76.8K
|
+$5.6K
|
+80
|
+7%
|
|
|
19
|
Caldwell Trust
Venice,
Florida
|
$63.8K
|
–
|
–
|
–
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$56.8K
|
-$164K
|
-2,346
|
-73%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.84K
|
+$3.64K
|
+52
|
+100%
|
|
|
22
|
Two Sigma Investments
New York
|
–
|
-$1.4M
|
-19,900
|
Closed
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
–
|
-$802K
|
-11,367
|
Closed
|
|
|
24
|
|
–
|
-$371K
|
-5,269
|
Closed
|
|
|
25
|
|
–
|
-$222K
|
-3,148
|
Closed
|
|
