|
1
|
LPL Financial
San Diego,
California
|
$2.97M
|
-$137K
|
-5,049
|
-5%
|
|
|
2
|
|
$904K
|
-$13.2K
|
-484
|
-2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$517K
|
+$9.98K
|
+367
|
+2%
|
|
|
4
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$491K
|
+$41.4K
|
+1,521
|
+10%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$436K
|
-$46.6K
|
-1,713
|
-10%
|
|
|
6
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$306K
|
-$2.56K
|
-94
|
-0.9%
|
|
|
7
|
Vivaldi Capital Management
Chicago,
Illinois
|
$279K
|
+$10.4K
|
+384
|
+4%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$263K
|
+$27.3K
|
+1,003
|
+12%
|
|
|
9
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$230K
|
+$219K
|
+8,062
|
New
|
|
|
10
|
|
$169K
|
–
|
–
|
–
|
|
|
11
|
Steph & Co
Marinette,
Wisconsin
|
$142K
|
+$136K
|
+4,990
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$137K
|
+$22.1K
|
+814
|
+20%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$84.3K
|
-$7.21K
|
-265
|
-8%
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$30.7K
|
-$44.9K
|
-1,650
|
-61%
|
|
|
15
|
NBC Securities
Birmingham,
Alabama
|
$28.4K
|
–
|
–
|
–
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$23.8K
|
–
|
–
|
–
|
|
|
17
|
Asset Dedication LLC
San Francisco,
California
|
$16.9K
|
–
|
–
|
–
|
|
|
18
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$12.8K
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$29
|
–
|
–
|
–
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
–
|
-$57K
|
-2,225
|
Closed
|
|
