|
1
|
LPL Financial
San Diego,
California
|
$22.8M
|
+$530K
|
+12,765
|
+2%
|
|
|
2
|
|
$18.6M
|
+$4.49M
|
+108,196
|
+33%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.6M
|
+$450K
|
+10,835
|
+5%
|
|
|
4
|
|
$4.54M
|
+$214K
|
+5,157
|
+5%
|
|
|
5
|
Principal Securities
Des Moines,
Iowa
|
$4.28M
|
+$354K
|
+8,516
|
+9%
|
|
|
6
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.82M
|
-$73.3K
|
-1,766
|
-3%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.79M
|
-$74.8K
|
-1,801
|
-3%
|
|
|
8
|
CoreCap Advisors
Southfield,
Michigan
|
$1.38M
|
+$1.35M
|
+32,549
|
New
|
|
|
9
|
|
$860K
|
-$297K
|
-7,147
|
-26%
|
|
|
10
|
Atria Wealth Solutions
New York
|
$549K
|
-$13.7K
|
-329
|
-2%
|
|
|
11
|
Bank of New York Mellon
New York
|
$470K
|
+$30.8K
|
+741
|
+7%
|
|
|
12
|
NewEdge Advisors
New Orleans,
Louisiana
|
$249K
|
+$243K
|
+5,844
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$215K
|
-$54.5K
|
-1,313
|
-21%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$96K
|
+$94K
|
+2,264
|
New
|
|
|
15
|
Global Retirement Partners
San Rafael,
California
|
$47.9K
|
–
|
–
|
–
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$9.36K
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$6.34K
|
+$6.19K
|
+149
|
New
|
|
|
18
|
Private Trust Company
Cleveland,
Ohio
|
$5.74K
|
-$997
|
-24
|
-15%
|
|
|
19
|
|
$5.57K
|
+$5.44K
|
+131
|
New
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$1.79K
|
+$1.74K
|
+42
|
New
|
|
|
21
|
Farther Finance Advisors
San Francisco,
California
|
$1.7K
|
–
|
–
|
–
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$681
|
+$665
|
+16
|
New
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$128
|
-$1.33K
|
-32
|
-91%
|
|
|
24
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$128
|
+$125
|
+3
|
New
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$43
|
-$4.53K
|
-109
|
-99%
|
|
