|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$200K
|
+$206K
|
+8,824
|
New
|
|
|
27
|
Steward Partners Investment Advisory
New York
|
$184K
|
–
|
–
|
–
|
|
|
28
|
|
$126K
|
+$21.7K
|
+929
|
+20%
|
|
|
29
|
Osaic Holdings
Scottsdale,
Arizona
|
$97K
|
+$8.59K
|
+368
|
+9%
|
|
|
30
|
Gradient Investments
Arden Hills,
Minnesota
|
$38K
|
-$9.5K
|
-407
|
-20%
|
|
|
31
|
First National Bank of South Miami
South Miami,
Florida
|
$29K
|
–
|
–
|
–
|
|
|
32
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22K
|
–
|
–
|
–
|
|
|
33
|
Global Retirement Partners
San Rafael,
California
|
$21K
|
+$22.2K
|
+950
|
New
|
|
|
34
|
Realta Investment Advisors
Wilmington,
Delaware
|
$7K
|
+$7K
|
+300
|
New
|
|
|
35
|
Central Trust Company
Jefferson City,
Missouri
|
$2K
|
+$2.33K
|
+100
|
New
|
|
|
36
|
Citadel Advisors
Miami,
Florida
|
–
|
-$678K
|
-28,771
|
Closed
|
|
|
37
|
|
–
|
-$449K
|
-19,052
|
Closed
|
|
|
38
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$304K
|
-12,888
|
Closed
|
|
|
39
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
–
|
-$8.87K
|
-380
|
Closed
|
|
