|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$13M
|
-$140K
|
-4,940
|
-1%
|
|
|
2
|
High Probability Advisors
Pittsford,
New York
|
$6.65M
|
+$6.28M
|
+221,126
|
New
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$6.57M
|
-$7.72K
|
-272
|
-0.1%
|
|
|
4
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$3.32M
|
+$3.14M
|
+110,396
|
New
|
|
|
5
|
|
$3.01M
|
+$771K
|
+27,135
|
+37%
|
|
|
6
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.1M
|
+$28.5K
|
+1,004
|
+3%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$756K
|
-$37K
|
-1,301
|
-5%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$741K
|
+$701K
|
+24,670
|
New
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$479K
|
-$42K
|
-1,480
|
-8%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$308K
|
-$41.9K
|
-1,474
|
-13%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$305K
|
+$288K
|
+10,146
|
New
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$290K
|
+$274K
|
+9,652
|
New
|
|
|
13
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$256K
|
-$20.8K
|
-732
|
-8%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$214K
|
+$202K
|
+7,112
|
New
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$208K
|
-$770K
|
-27,101
|
-80%
|
|
|
16
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$127K
|
-$4.43K
|
-156
|
-4%
|
|
|
17
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$119K
|
+$880
|
+31
|
+0.8%
|
|
|
18
|
|
$108K
|
-$6.84K
|
-241
|
-6%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3K
|
–
|
–
|
–
|
|
|
20
|
Valeo Financial Advisors
Carmel,
Indiana
|
$2K
|
+$2.07K
|
+73
|
New
|
|
|
21
|
Catalyst Private Wealth
San Mateo,
California
|
–
|
-$135K
|
-5,000
|
Closed
|
|
