|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.05M
|
-$3.64K
|
-114
|
-0.4%
|
|
|
2
|
WorthPointe
La Jolla,
California
|
$1.04M
|
+$985K
|
+30,833
|
New
|
|
|
3
|
|
$1.04M
|
–
|
–
|
–
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$980K
|
+$18.2K
|
+570
|
+2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$779K
|
+$364K
|
+11,399
|
+98%
|
|
|
6
|
MML Investors Services
Springfield,
Massachusetts
|
$316K
|
+$160
|
+5
|
+0.1%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$315K
|
+$47.5K
|
+1,487
|
+19%
|
|
|
8
|
McCollum Christoferson Group
Amherst,
New York
|
$311K
|
–
|
–
|
–
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$273K
|
–
|
–
|
–
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$204K
|
+$193K
|
+6,025
|
New
|
|
|
11
|
Winch Advisory Services
Appleton,
Wisconsin
|
$145K
|
+$19.7K
|
+615
|
+17%
|
|
|
12
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$107K
|
+$32K
|
+1,000
|
+47%
|
|
|
13
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$105K
|
+$99.1K
|
+3,100
|
New
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$90K
|
–
|
–
|
–
|
|
|
15
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$36.6K
|
+$16.2K
|
+507
|
+88%
|
|
|
16
|
Blue Trust Inc
Alpharetta,
Georgia
|
$25K
|
-$14.4K
|
-450
|
-36%
|
|
|
17
|
WR Wealth Planners
Columbia,
Missouri
|
$11.8K
|
–
|
–
|
–
|
|
|
18
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$6.63K
|
–
|
–
|
–
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$4.37K
|
+$4.12K
|
+129
|
New
|
|
|
20
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$2.54K
|
–
|
–
|
–
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$34
|
+$32
|
+1
|
New
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$341K
|
-10,807
|
Closed
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
–
|
-$16.2K
|
-513
|
Closed
|
|
|
24
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$7.72K
|
-245
|
Closed
|
|
|
25
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
–
|
-$5.11K
|
-160
|
Closed
|
|
