|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.47M
|
-$60.4K
|
-1,868
|
-1%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.36M
|
+$144K
|
+4,441
|
+12%
|
|
|
3
|
Steward Partners Investment Advisory
New York
|
$1.21M
|
+$29.6K
|
+916
|
+3%
|
|
|
4
|
AQR Capital Management
Greenwich,
Connecticut
|
$1.17M
|
-$8.22K
|
-254
|
-0.7%
|
|
|
5
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.17M
|
-$8.22K
|
-254
|
-0.7%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$874K
|
+$120K
|
+3,702
|
+16%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$677K
|
+$29.4K
|
+909
|
+5%
|
|
|
8
|
Rockefeller Capital Management
New York
|
$663K
|
+$612K
|
+18,917
|
+1,892%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$646K
|
-$162K
|
-5,007
|
-21%
|
|
|
10
|
Penserra Capital Management
Orinda,
California
|
$588K
|
+$71.3K
|
+2,204
|
+14%
|
|
|
11
|
CreativeOne Wealth
Overland Park,
Kansas
|
$257K
|
+$250K
|
+7,725
|
New
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$128K
|
+$124K
|
+3,844
|
New
|
|
|
13
|
Harbour Investments
Madison,
Wisconsin
|
$52.7K
|
–
|
–
|
–
|
|
|
14
|
Hilton Head Capital Partners
Hilton Head Island,
South Carolina
|
$41.6K
|
+$40.4K
|
+1,250
|
New
|
|
|
15
|
AlphaCore Capital
La Jolla,
California
|
$21.6K
|
–
|
–
|
–
|
|
|
16
|
WhitTier Trust Company
Reno,
Nevada
|
$6.91K
|
–
|
–
|
–
|
|
|
17
|
Global Retirement Partners
San Rafael,
California
|
$6.43K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$5.39K
|
+$5.24K
|
+162
|
New
|
|
|
19
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$4.99K
|
+$4.85K
|
+150
|
New
|
|
|
20
|
|
$38
|
+$32
|
+1
|
New
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$20
|
–
|
–
|
–
|
|
|
22
|
Principal Securities
Des Moines,
Iowa
|
–
|
-$3.19K
|
-100
|
Closed
|
|
