|
1
|
LPL Financial
San Diego,
California
|
$21.1M
|
+$786K
|
+19,417
|
+4%
|
|
|
2
|
|
$13.3M
|
+$705K
|
+17,416
|
+6%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.6M
|
+$492K
|
+12,154
|
+5%
|
|
|
4
|
|
$4.1M
|
+$77.4K
|
+1,914
|
+2%
|
|
|
5
|
Principal Securities
Des Moines,
Iowa
|
$3.72M
|
+$198K
|
+4,904
|
+6%
|
|
|
6
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.75M
|
+$81.8K
|
+2,022
|
+3%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.72M
|
+$103K
|
+2,549
|
+4%
|
|
|
8
|
|
$1.1M
|
+$12.9K
|
+320
|
+1%
|
|
|
9
|
Atria Wealth Solutions
New York
|
$533K
|
+$15.5K
|
+382
|
+3%
|
|
|
10
|
Bank of New York Mellon
New York
|
$416K
|
-$3.76K
|
-93
|
-0.9%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$256K
|
+$72.5K
|
+1,791
|
+39%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$252K
|
-$94K
|
-2,323
|
-27%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$243K
|
-$83.9K
|
-2,074
|
-26%
|
|
|
14
|
Global Retirement Partners
San Rafael,
California
|
$45.4K
|
-$6.51K
|
-161
|
-13%
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$8.87K
|
–
|
–
|
–
|
|
|
16
|
Private Trust Company
Cleveland,
Ohio
|
$6.41K
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$4.43K
|
-$2.71K
|
-67
|
-38%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4K
|
+$3.92K
|
+97
|
New
|
|
|
19
|
ICA Group Wealth Management
Denver,
Colorado
|
$2.3K
|
-$110K
|
-2,716
|
-98%
|
|
|
20
|
Farther Finance Advisors
San Francisco,
California
|
$1.6K
|
-$1.54K
|
-38
|
-49%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.41K
|
+$1.42K
|
+35
|
New
|
|
|
22
|
Gradient Investments
Arden Hills,
Minnesota
|
$524
|
-$1.09K
|
-27
|
-68%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$121
|
–
|
–
|
–
|
|
|
24
|
CoreCap Advisors
Southfield,
Michigan
|
–
|
-$1.21M
|
-29,342
|
Closed
|
|
|
25
|
Comerica Bank
Dallas,
Texas
|
–
|
-$4.6K
|
-112
|
Closed
|
|
