|
1
|
LPL Financial
San Diego,
California
|
$26.4M
|
+$415K
|
+8,108
|
+2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.8M
|
+$414K
|
+8,075
|
+3%
|
|
|
3
|
|
$9.11M
|
-$1.19M
|
-23,150
|
-12%
|
|
|
4
|
Principal Securities
Des Moines,
Iowa
|
$4.78M
|
–
|
–
|
–
|
|
|
5
|
|
$4.62M
|
-$85.6K
|
-1,671
|
-2%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.23M
|
-$71.2K
|
-1,390
|
-2%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.51M
|
-$727K
|
-14,188
|
-23%
|
|
|
8
|
CoreCap Advisors
Southfield,
Michigan
|
$1.74M
|
-$6.15K
|
-120
|
-0.4%
|
|
|
9
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$1.18M
|
+$24.6K
|
+480
|
+2%
|
|
|
10
|
NewEdge Advisors
New Orleans,
Louisiana
|
$745K
|
+$415K
|
+8,105
|
+128%
|
|
|
11
|
Atria Wealth Solutions
New York
|
$630K
|
+$6.92K
|
+135
|
+1%
|
|
|
12
|
Bank of New York Mellon
New York
|
$398K
|
-$79.2K
|
-1,546
|
-17%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$286K
|
-$42.7K
|
-834
|
-13%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$282K
|
+$44.5K
|
+868
|
+19%
|
|
|
15
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$249K
|
+$247K
|
+4,827
|
New
|
|
|
16
|
Maia Wealth
Denver,
Colorado
|
$211K
|
-$8.25K
|
-161
|
-4%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$211K
|
-$142K
|
-2,781
|
-40%
|
|
|
18
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$71.1K
|
+$32.2K
|
+629
|
+84%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$42.7K
|
+$10K
|
+196
|
+31%
|
|
|
20
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$38.1K
|
-$6.1K
|
-119
|
-14%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$18.5K
|
–
|
–
|
–
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$13.8K
|
+$13.7K
|
+267
|
New
|
|
|
23
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$6.49K
|
-$8.3K
|
-162
|
-56%
|
|
|
24
|
Private Trust Company
Cleveland,
Ohio
|
$5.41K
|
-$307
|
-6
|
-5%
|
|
|
25
|
Allworth Financial
Folsom,
California
|
$4.17K
|
+$4.15K
|
+81
|
New
|
|
