|
1
|
LPL Financial
San Diego,
California
|
$21.8M
|
+$411K
|
+10,014
|
+2%
|
|
|
2
|
|
$19.4M
|
+$1.97M
|
+48,072
|
+11%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.8M
|
+$1.96M
|
+47,688
|
+19%
|
|
|
4
|
|
$4.44M
|
+$193K
|
+4,692
|
+4%
|
|
|
5
|
Principal Securities
Des Moines,
Iowa
|
$4.32M
|
+$313K
|
+7,615
|
+8%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.93M
|
+$324K
|
+7,891
|
+12%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.75M
|
+$104K
|
+2,537
|
+4%
|
|
|
8
|
CoreCap Advisors
Southfield,
Michigan
|
$1.45M
|
+$157K
|
+3,830
|
+12%
|
|
|
9
|
|
$581K
|
-$231K
|
-5,631
|
-28%
|
|
|
10
|
Atria Wealth Solutions
New York
|
$535K
|
+$18.6K
|
+453
|
+4%
|
|
|
11
|
Bank of New York Mellon
New York
|
$449K
|
+$8.22K
|
+200
|
+2%
|
|
|
12
|
NewEdge Advisors
New Orleans,
Louisiana
|
$297K
|
+$66.3K
|
+1,614
|
+28%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$287K
|
+$87.9K
|
+2,139
|
+42%
|
|
|
14
|
Global Retirement Partners
San Rafael,
California
|
$102K
|
+$58.4K
|
+1,421
|
+126%
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$8.77K
|
–
|
–
|
–
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$7.86K
|
+$6.37K
|
+155
|
+369%
|
|
|
17
|
Private Trust Company
Cleveland,
Ohio
|
$5.38K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$3.75K
|
+$3.82K
|
+93
|
+9,300%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.19K
|
+$2.14K
|
+52
|
+1,733%
|
|
|
20
|
|
$1.35K
|
-$3.98K
|
-97
|
-74%
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
$80
|
+$82
|
+2
|
New
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$96K
|
-2,264
|
Closed
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
–
|
-$6.34K
|
-149
|
Closed
|
|
|
24
|
Farther Finance Advisors
San Francisco,
California
|
–
|
-$1.7K
|
-40
|
Closed
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$681
|
-16
|
Closed
|
|
