|
1
|
LPL Financial
San Diego,
California
|
$4.95M
|
+$245K
|
+4,426
|
+5%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.31M
|
+$14.7K
|
+266
|
+1%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.27M
|
+$443
|
+8
|
+0%
|
|
|
4
|
CoreCap Advisors
Southfield,
Michigan
|
$785K
|
+$93.4K
|
+1,685
|
+14%
|
|
|
5
|
WealthBridge Capital Management
Westerville,
Ohio
|
$561K
|
+$8.31K
|
+150
|
+2%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$507K
|
-$14.6K
|
-264
|
-3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$491K
|
+$7.54K
|
+136
|
+2%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$439K
|
+$5.04K
|
+91
|
+1%
|
|
|
9
|
Fort Point Capital Partners
San Francisco,
California
|
$426K
|
-$7.76K
|
-140
|
-2%
|
|
|
10
|
Freedom Investment Management
Hartford,
Connecticut
|
$316K
|
-$9.64K
|
-174
|
-3%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$284K
|
-$23.6K
|
-426
|
-8%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$211K
|
+$9.42K
|
+170
|
+5%
|
|
|
13
|
Focus Partners Wealth
Boston,
Massachusetts
|
$211K
|
+$200K
|
+3,611
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$108K
|
+$35.7K
|
+645
|
+51%
|
|
|
15
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$23.8K
|
–
|
–
|
–
|
|
|
16
|
|
$13.3K
|
+$55
|
+1
|
+0.4%
|
|
|
17
|
Franklin Resources
San Mateo,
California
|
$7.92K
|
–
|
–
|
–
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$6.79K
|
+$6.65K
|
+120
|
New
|
|
|
19
|
Toth Financial Advisory
Leesburg,
Virginia
|
$5.66K
|
–
|
–
|
–
|
|
|
20
|
|
$962
|
+$942
|
+17
|
New
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$113
|
+$111
|
+2
|
New
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$32
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$1.51M
|
-26,332
|
Closed
|
|
|
24
|
ICA Group Wealth Management
Denver,
Colorado
|
–
|
-$33.2K
|
-580
|
Closed
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$6.02K
|
-105
|
Closed
|
|
