|
1
|
|
$11.5M
|
+$4.35M
|
+128,700
|
+61%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.05M
|
+$59.2K
|
+1,754
|
+2%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.51M
|
+$709K
|
+20,997
|
+40%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.32M
|
+$476K
|
+14,112
|
+26%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.52M
|
+$114K
|
+3,375
|
+8%
|
|
|
6
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.23M
|
+$844
|
+25
|
+0.1%
|
|
|
7
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.01M
|
+$997K
|
+29,518
|
New
|
|
|
8
|
Beam Wealth Advisors
Covington,
Louisiana
|
$699K
|
-$5.74K
|
-170
|
-0.8%
|
|
|
9
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$668K
|
-$387K
|
-11,448
|
-37%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$510K
|
+$87.3K
|
+2,585
|
+21%
|
|
|
11
|
Advisory Services Network
Atlanta,
Georgia
|
$288K
|
+$844
|
+25
|
+0.3%
|
|
|
12
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2K
|
-$18.6K
|
-551
|
-91%
|
|
|
14
|
Fidelity Investments
Boston,
Massachusetts
|
$1K
|
+$844
|
+25
|
New
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$1.61M
|
-49,603
|
Closed
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
–
|
-$626K
|
-19,240
|
Closed
|
|
|
17
|
Sowell Financial Services
North Little Rock,
Arkansas
|
–
|
-$83K
|
-2,427
|
Closed
|
|
