|
1
|
LPL Financial
San Diego,
California
|
$17.7M
|
+$477K
|
+12,085
|
+3%
|
|
|
2
|
|
$9.92M
|
+$1.03M
|
+26,191
|
+11%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.72M
|
-$2.07M
|
-52,486
|
-19%
|
|
|
4
|
|
$3.6M
|
+$148K
|
+3,756
|
+4%
|
|
|
5
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.55M
|
+$2.64M
|
+66,693
|
New
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.68M
|
+$34.9K
|
+884
|
+2%
|
|
|
7
|
Cetera Advisor Networks
El Segundo,
California
|
$1.08M
|
+$1.46K
|
+37
|
+0.1%
|
|
|
8
|
CoreCap Advisors
Southfield,
Michigan
|
$972K
|
+$73.1K
|
+1,850
|
+8%
|
|
|
9
|
|
$790K
|
-$2.64M
|
-66,694
|
-76%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$627K
|
-$23.9K
|
-606
|
-4%
|
|
|
11
|
|
$616K
|
+$60K
|
+1,519
|
+10%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$434K
|
+$16.8K
|
+424
|
+4%
|
|
|
13
|
Bank of New York Mellon
New York
|
$379K
|
+$32.4K
|
+819
|
+9%
|
|
|
14
|
Atria Wealth Solutions
New York
|
$364K
|
+$7.11K
|
+180
|
+2%
|
|
|
15
|
Global Retirement Partners
San Rafael,
California
|
$62.8K
|
+$9.01K
|
+228
|
+16%
|
|
|
16
|
Gradient Investments
Arden Hills,
Minnesota
|
$7.78K
|
+$790
|
+20
|
+11%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$7.31K
|
-$40K
|
-1,013
|
-84%
|
|
|
18
|
Impact Partnership Wealth
Marietta,
Georgia
|
$5.17K
|
+$5.33K
|
+135
|
New
|
|
|
19
|
Comerica Bank
Dallas,
Texas
|
$4.4K
|
+$4.54K
|
+115
|
New
|
|
|
20
|
Farther Finance Advisors
San Francisco,
California
|
$2.98K
|
–
|
–
|
–
|
|
|
21
|
Central Trust Company
Jefferson City,
Missouri
|
$1.11K
|
+$1.15K
|
+29
|
New
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$498
|
-$553
|
-14
|
-52%
|
|
|
23
|
ICA Group Wealth Management
Denver,
Colorado
|
–
|
-$117K
|
-2,908
|
Closed
|
|
