|
1
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.23M
|
+$26.3K
|
+731
|
+1%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$1.92M
|
+$2.03M
|
+56,238
|
New
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.14M
|
+$59.2K
|
+1,644
|
+5%
|
|
|
4
|
MCF Advisors
Covington,
Kentucky
|
$380K
|
+$541
|
+15
|
+0.1%
|
|
|
5
|
Accordant Advisory Group
Annapolis,
Maryland
|
$356K
|
–
|
–
|
–
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$206K
|
+$218K
|
+6,038
|
New
|
|
|
7
|
Steph & Co
Marinette,
Wisconsin
|
$138K
|
-$3.57K
|
-99
|
-2%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$77.3K
|
–
|
–
|
–
|
|
|
9
|
Advisornet Financial
Minnetonka,
Minnesota
|
$55.4K
|
+$18.6K
|
+516
|
+47%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$37K
|
+$216
|
+6
|
+0.6%
|
|
|
11
|
|
$23.4K
|
+$6.74K
|
+187
|
+38%
|
|
|
12
|
Mendota Financial Group
Madison,
Wisconsin
|
$22.9K
|
-$118K
|
-3,274
|
-83%
|
|
|
13
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$14.9K
|
–
|
–
|
–
|
|
|
14
|
Farther Finance Advisors
San Francisco,
California
|
$11.7K
|
+$12.3K
|
+340
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9K
|
+$9.08K
|
+252
|
New
|
|
|
16
|
Allworth Financial
Folsom,
California
|
$5.9K
|
–
|
–
|
–
|
|
|
17
|
|
–
|
-$289K
|
-8,041
|
Closed
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
–
|
-$58.8K
|
-1,636
|
Closed
|
|
|
19
|
Financially Speaking
Greenwood Village,
Colorado
|
–
|
-$44.8K
|
-1,247
|
Closed
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$11.9K
|
-332
|
Closed
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
–
|
-$1.26K
|
-35
|
Closed
|
|
|
22
|
Tower Research Capital (TRC)
New York
|
–
|
-$144
|
-4
|
Closed
|
|
