|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.7M
|
+$4.82M
|
+241,247
|
+19%
|
|
|
2
|
Principal Securities
Des Moines,
Iowa
|
$31.7M
|
+$30.2M
|
+1,510,652
|
New
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.84M
|
+$200K
|
+10,004
|
+2%
|
|
|
4
|
Western Wealth Management
Golden,
Colorado
|
$3.97M
|
+$814K
|
+40,749
|
+27%
|
|
|
5
|
Insight Wealth Partners
Plano,
Texas
|
$1.38M
|
+$193K
|
+9,668
|
+17%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$972K
|
+$925K
|
+46,309
|
New
|
|
|
7
|
|
$510K
|
-$2.63M
|
-131,688
|
-84%
|
|
|
8
|
LVZ Inc
Holland,
Michigan
|
$466K
|
-$181K
|
-9,051
|
-29%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$412K
|
-$78.7K
|
-3,941
|
-17%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$352K
|
-$35.5K
|
-1,776
|
-10%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$307K
|
-$49K
|
-2,453
|
-14%
|
|
|
12
|
Atria Wealth Solutions
New York
|
$254K
|
-$76.4K
|
-3,825
|
-24%
|
|
|
13
|
Callan Capital
La Jolla,
California
|
$247K
|
–
|
–
|
–
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$233K
|
-$42.7K
|
-2,140
|
-16%
|
|
|
15
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$54.1K
|
-$10.8K
|
-543
|
-17%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$36.2K
|
-$32.2K
|
-1,612
|
-48%
|
|
|
17
|
|
$21.4K
|
-$99.8K
|
-4,997
|
-83%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$14.7K
|
+$13.6K
|
+683
|
+3,595%
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$21
|
+$20
|
+1
|
New
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$14
|
+$20
|
+1
|
New
|
|
|
21
|
Claro Advisors
Boston,
Massachusetts
|
–
|
-$636K
|
-32,306
|
Closed
|
|
