|
1
|
|
$23.1M
|
-$1.02M
|
-32,759
|
-4%
|
|
|
2
|
Pine Grove Financial Group
Woodbury,
Minnesota
|
$22.9M
|
+$22.6M
|
+726,854
|
New
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.9M
|
-$108K
|
-3,461
|
-0.7%
|
|
|
4
|
Frontier Asset Management
Sheridan,
Wyoming
|
$14.2M
|
+$237K
|
+7,601
|
+2%
|
|
|
5
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.55M
|
-$6.85K
|
-220
|
-0.4%
|
|
|
6
|
GTS Securities
Miami,
Florida
|
$1.11M
|
+$783K
|
+25,151
|
+249%
|
|
|
7
|
Urban Wealth Management
El Segundo,
California
|
$497K
|
+$490K
|
+15,739
|
New
|
|
|
8
|
Arete Wealth Advisors
Chicago,
Illinois
|
$482K
|
-$38.6K
|
-1,241
|
-8%
|
|
|
9
|
|
$385K
|
+$380K
|
+12,192
|
New
|
|
|
10
|
Strategic Blueprint
Atlanta,
Georgia
|
$288K
|
-$8.62K
|
-277
|
-3%
|
|
|
11
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$254K
|
+$251K
|
+8,057
|
New
|
|
|
12
|
CoreCap Advisors
Southfield,
Michigan
|
$192K
|
-$10.2K
|
-329
|
-5%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$88K
|
–
|
–
|
–
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$31.9K
|
-$13K
|
-419
|
-30%
|
|
|
15
|
Global Retirement Partners
San Rafael,
California
|
$26.8K
|
+$31
|
+1
|
+0.1%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$22.9K
|
+$22.5K
|
+724
|
New
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$1.26K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$284
|
+$280
|
+9
|
New
|
|
|
19
|
Principal Securities
Des Moines,
Iowa
|
–
|
-$70.8K
|
-2,320
|
Closed
|
|
