|
1
|
LPL Financial
San Diego,
California
|
$26.3M
|
+$4.14M
|
+102,233
|
+19%
|
|
|
2
|
|
$19.9M
|
+$232K
|
+5,747
|
+1%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.8M
|
+$1.74M
|
+43,083
|
+15%
|
|
|
4
|
|
$4.69M
|
+$169K
|
+4,188
|
+4%
|
|
|
5
|
Principal Securities
Des Moines,
Iowa
|
$4.32M
|
–
|
–
|
–
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.16M
|
+$185K
|
+4,586
|
+6%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.38M
|
-$407K
|
-10,070
|
-15%
|
|
|
8
|
|
$1.64M
|
+$1.05M
|
+25,931
|
+178%
|
|
|
9
|
CoreCap Advisors
Southfield,
Michigan
|
$1.53M
|
+$57.3K
|
+1,416
|
+4%
|
|
|
10
|
Atria Wealth Solutions
New York
|
$576K
|
+$34.5K
|
+854
|
+6%
|
|
|
11
|
Bank of New York Mellon
New York
|
$412K
|
-$44.2K
|
-1,092
|
-10%
|
|
|
12
|
NewEdge Advisors
New Orleans,
Louisiana
|
$342K
|
+$40K
|
+990
|
+13%
|
|
|
13
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$252K
|
+$252K
|
+6,222
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$185K
|
-$106K
|
-2,624
|
-37%
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$8.91K
|
–
|
–
|
–
|
|
|
16
|
Private Trust Company
Cleveland,
Ohio
|
$5.47K
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$4.34K
|
+$4.33K
|
+107
|
New
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$3.81K
|
+$3.84K
|
+95
|
New
|
|
|
19
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$2.55K
|
+$2.55K
|
+63
|
New
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$1.74K
|
-$6.23K
|
-154
|
-78%
|
|
|
21
|
UMB Bank
Kansas City,
Missouri
|
$689
|
+$688
|
+17
|
New
|
|
|
22
|
|
$446
|
+$445
|
+11
|
New
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$41
|
-$3.76K
|
-93
|
-99%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$2.19K
|
-55
|
Closed
|
|
|
25
|
|
–
|
-$1.35K
|
-34
|
Closed
|
|
