|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$226M
|
+$13.9M
|
+177,685
|
+7%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$23M
|
-$571K
|
-7,325
|
-2%
|
|
|
3
|
Sunpointe
St. Louis,
Missouri
|
$5.35M
|
-$15.1K
|
-194
|
-0.3%
|
|
|
4
|
Pursuit Wealth Management
Palm Beach Gardens,
Florida
|
$3.44M
|
+$3.43M
|
+43,954
|
New
|
|
|
5
|
Midwest Trust
Overland Park,
Kansas
|
$1.71M
|
-$19.3K
|
-247
|
-1%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$816K
|
+$812K
|
+10,411
|
New
|
|
|
7
|
SteelPeak Wealth
Woodland Hills,
California
|
$664K
|
-$156
|
-2
|
-0%
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$603K
|
-$24.1K
|
-309
|
-4%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$532K
|
+$117K
|
+1,495
|
+28%
|
|
|
10
|
Comerica Bank
Dallas,
Texas
|
$513K
|
+$936
|
+12
|
+0.2%
|
|
|
11
|
New Hampshire Trust
Concord,
New Hampshire
|
$417K
|
+$63.9K
|
+820
|
+18%
|
|
|
12
|
Summit Asset Management
Memphis,
Tennessee
|
$381K
|
–
|
–
|
–
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$355K
|
-$18.2K
|
-234
|
-5%
|
|
|
14
|
CRA Financial Services
Northfield,
New Jersey
|
$350K
|
–
|
–
|
–
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$341K
|
-$2.18K
|
-28
|
-0.6%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$224K
|
-$184K
|
-2,357
|
-45%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$211K
|
+$1.09K
|
+14
|
+0.5%
|
|
|
18
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$203K
|
+$200K
|
+2,565
|
New
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$192K
|
-$113K
|
-1,455
|
-37%
|
|
|
20
|
|
$91.9K
|
–
|
–
|
–
|
|
|
21
|
Caldwell Trust
Venice,
Florida
|
$76.3K
|
–
|
–
|
–
|
|
|
22
|
Meramec Financial Planners
Saint Louis,
Missouri
|
$31K
|
+$30.6K
|
+393
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14K
|
-$32.4K
|
-415
|
-70%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$78
|
-$135K
|
-1,727
|
-100%
|
|
|
25
|
Win Advisors
Palm Beach Gardens,
Florida
|
–
|
-$498K
|
-6,444
|
Closed
|
|
