|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$370M
|
–
|
–
|
–
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.51M
|
+$833K
|
+16,478
|
+123%
|
|
|
3
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.12M
|
–
|
–
|
–
|
|
|
4
|
|
$1.03M
|
-$43.4K
|
-859
|
-4%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$889K
|
+$614K
|
+12,136
|
+220%
|
|
|
6
|
&Partners
Nashville,
Tennessee
|
$767K
|
+$770K
|
+15,218
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$412K
|
+$413K
|
+8,170
|
New
|
|
|
8
|
NWAM LLC
Mercer Island,
Washington
|
$367K
|
-$402K
|
-7,944
|
-52%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$52.8K
|
+$51.7K
|
+1,023
|
+4,263%
|
|
|
10
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$18.8K
|
–
|
–
|
–
|
|
|
11
|
IFP Advisors
Tampa,
Florida
|
$1.11K
|
+$1.11K
|
+22
|
New
|
|
|
12
|
|
–
|
-$225K
|
-4,447
|
Closed
|
|
|
13
|
Principal Securities
Des Moines,
Iowa
|
–
|
-$16.3K
|
-323
|
Closed
|
|
|
14
|
Trust Company of Vermont
Brattleboro,
Vermont
|
–
|
-$5.05K
|
-100
|
Closed
|
|
|
15
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$2.68K
|
-53
|
Closed
|
|
