|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$25M
|
+$2.91M
|
+144,051
|
+13%
|
|
|
2
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.09M
|
+$3.31M
|
+164,006
|
+66%
|
|
|
3
|
|
$3.07M
|
-$1.13M
|
-56,112
|
-26%
|
|
|
4
|
Western Wealth Management
Golden,
Colorado
|
$2.92M
|
+$352K
|
+17,427
|
+13%
|
|
|
5
|
Insight Wealth Partners
Plano,
Texas
|
$1.11M
|
+$266K
|
+13,188
|
+31%
|
|
|
6
|
Claro Advisors
Boston,
Massachusetts
|
$636K
|
-$27.8K
|
-1,377
|
-4%
|
|
|
7
|
LVZ Inc
Holland,
Michigan
|
$615K
|
-$560K
|
-27,769
|
-47%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$464K
|
+$476K
|
+23,578
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$365K
|
+$42.9K
|
+2,125
|
+13%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$336K
|
+$98K
|
+4,860
|
+40%
|
|
|
11
|
Atria Wealth Solutions
New York
|
$313K
|
-$60.5K
|
-3,000
|
-16%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$260K
|
-$1M
|
-49,743
|
-79%
|
|
|
13
|
Callan Capital
La Jolla,
California
|
$231K
|
–
|
–
|
–
|
|
|
14
|
|
$118K
|
+$121K
|
+6,015
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$65.6K
|
-$504
|
-25
|
-0.7%
|
|
|
16
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$61.4K
|
-$6.92K
|
-343
|
-10%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$374
|
-$24.1K
|
-1,196
|
-98%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$2
|
–
|
–
|
–
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$21
|
-1
|
Closed
|
|
