|
1
|
LPL Financial
San Diego,
California
|
$19.4M
|
+$472K
|
+12,164
|
+3%
|
|
|
2
|
|
$11.5M
|
+$846K
|
+21,820
|
+8%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.2M
|
-$93.1K
|
-2,400
|
-1%
|
|
|
4
|
|
$3.84M
|
-$4.69K
|
-121
|
-0.1%
|
|
|
5
|
Principal Securities
Des Moines,
Iowa
|
$3.36M
|
+$3.19M
|
+82,382
|
New
|
|
|
6
|
|
$3.19M
|
+$2.22M
|
+57,374
|
+278%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.71M
|
-$14.5K
|
-373
|
-0.6%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.54M
|
-$242K
|
-6,245
|
-14%
|
|
|
9
|
Cetera Advisor Networks
El Segundo,
California
|
$1.16M
|
+$7.37K
|
+190
|
+0.7%
|
|
|
10
|
CoreCap Advisors
Southfield,
Michigan
|
$1.1M
|
+$58.9K
|
+1,520
|
+6%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$411K
|
+$388K
|
+10,018
|
New
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$406K
|
-$53.9K
|
-1,391
|
-12%
|
|
|
13
|
Bank of New York Mellon
New York
|
$401K
|
-$3.18K
|
-82
|
-0.8%
|
|
|
14
|
Atria Wealth Solutions
New York
|
$380K
|
-$9.93K
|
-256
|
-3%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$173K
|
-$472K
|
-12,162
|
-74%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$123K
|
+$109K
|
+2,810
|
+1,471%
|
|
|
17
|
ICA Group Wealth Management
Denver,
Colorado
|
$118K
|
+$112K
|
+2,890
|
New
|
|
|
18
|
Global Retirement Partners
San Rafael,
California
|
$59.4K
|
-$7.75K
|
-200
|
-12%
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$8.98K
|
+$8.53K
|
+220
|
New
|
|
|
20
|
Gradient Investments
Arden Hills,
Minnesota
|
$6.18K
|
-$2.02K
|
-52
|
-26%
|
|
|
21
|
Comerica Bank
Dallas,
Texas
|
$4.7K
|
–
|
–
|
–
|
|
|
22
|
Farther Finance Advisors
San Francisco,
California
|
$3.19K
|
–
|
–
|
–
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$2.61K
|
+$1.98K
|
+51
|
+392%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$1.02K
|
+$969
|
+25
|
New
|
|
|
25
|
Rockbridge Investment Management
Syracuse,
New York
|
$205
|
+$194
|
+5
|
New
|
|
