|
1
|
|
$57.1M
|
+$7.37M
|
+142,448
|
+14%
|
|
|
2
|
|
$16.6M
|
+$15.8M
|
+305,143
|
+1,413%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.65M
|
+$2.71M
|
+52,277
|
New
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.38M
|
-$918K
|
-17,741
|
-39%
|
|
|
5
|
MML Investors Services
Springfield,
Massachusetts
|
$1.38M
|
-$916K
|
-17,695
|
-39%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$804K
|
-$546K
|
-10,541
|
-40%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$487K
|
+$498K
|
+9,618
|
New
|
|
|
8
|
Clear Creek Financial Management
Silverdale,
Washington
|
$447K
|
+$457K
|
+8,821
|
New
|
|
|
9
|
|
$389K
|
–
|
–
|
–
|
|
|
10
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$315K
|
-$70.8K
|
-1,367
|
-18%
|
|
|
11
|
Bristlecone Advisors
Bellevue,
Washington
|
$273K
|
+$278K
|
+5,378
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$260K
|
+$265K
|
+5,125
|
New
|
|
|
13
|
Steward Partners Investment Advisory
New York
|
$80.3K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$65K
|
+$27.9K
|
+539
|
+72%
|
|
|
15
|
Rockefeller Capital Management
New York
|
$50K
|
+$52K
|
+1,005
|
New
|
|
|
16
|
|
$43K
|
+$43.6K
|
+842
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$25K
|
–
|
–
|
–
|
|
|
18
|
Sunbelt Securities
Houston,
Texas
|
–
|
-$983K
|
-18,304
|
Closed
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$261K
|
-4,869
|
Closed
|
|
|
20
|
Sentinus LLC
Oak Brook,
Illinois
|
–
|
-$201K
|
-3,750
|
Closed
|
|
|
21
|
Cutler Group
San Francisco,
California
|
–
|
-$6K
|
-125
|
Closed
|
|
