|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$209M
|
+$37.7M
|
+505,119
|
+23%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$23.2M
|
+$571K
|
+7,657
|
+3%
|
|
|
3
|
Sunpointe
St. Louis,
Missouri
|
$5.29M
|
-$15K
|
-201
|
-0.3%
|
|
|
4
|
Midwest Trust
Overland Park,
Kansas
|
$1.7M
|
-$263K
|
-3,529
|
-14%
|
|
|
5
|
SteelPeak Wealth
Woodland Hills,
California
|
$654K
|
+$632K
|
+8,473
|
New
|
|
|
6
|
MML Investors Services
Springfield,
Massachusetts
|
$618K
|
+$17.8K
|
+238
|
+3%
|
|
|
7
|
Comerica Bank
Dallas,
Texas
|
$505K
|
-$41.5K
|
-556
|
-8%
|
|
|
8
|
Win Advisors
Palm Beach Gardens,
Florida
|
$498K
|
+$481K
|
+6,444
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$409K
|
-$40.7K
|
-545
|
-9%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$403K
|
+$137K
|
+1,832
|
+54%
|
|
|
11
|
Summit Asset Management
Memphis,
Tennessee
|
$375K
|
–
|
–
|
–
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$368K
|
+$88.2K
|
+1,182
|
+33%
|
|
|
13
|
New Hampshire Trust
Concord,
New Hampshire
|
$348K
|
–
|
–
|
–
|
|
|
14
|
CRA Financial Services
Northfield,
New Jersey
|
$345K
|
-$7.46K
|
-100
|
-2%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$338K
|
+$5.37K
|
+72
|
+2%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$302K
|
+$164K
|
+2,198
|
+128%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$290K
|
+$298
|
+4
|
+0.1%
|
|
|
18
|
|
$215K
|
+$208K
|
+2,787
|
New
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$207K
|
-$597
|
-8
|
-0.3%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$133K
|
-$236K
|
-3,164
|
-65%
|
|
|
21
|
|
$90.6K
|
-$746
|
-10
|
-0.8%
|
|
|
22
|
Caldwell Trust
Venice,
Florida
|
$75.2K
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$46K
|
-$31.9K
|
-428
|
-42%
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
$9.25K
|
+$8.95K
|
+120
|
New
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.02K
|
–
|
–
|
–
|
|
