|
1
|
|
$24.1M
|
+$22.8M
|
+700,000
|
+280,000%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$2.36M
|
-$62.7K
|
-1,926
|
-3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.34M
|
+$2.22M
|
+68,148
|
New
|
|
|
4
|
|
$1.96M
|
+$632K
|
+19,420
|
+52%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$999K
|
+$562K
|
+17,283
|
+147%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$950K
|
-$884K
|
-27,169
|
-50%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$898K
|
+$555K
|
+17,052
|
+188%
|
|
|
8
|
SignalPoint Asset Management
Springfield,
Missouri
|
$640K
|
-$20.3K
|
-623
|
-3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$518K
|
-$67.5K
|
-2,074
|
-12%
|
|
|
10
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$297K
|
+$281K
|
+8,639
|
New
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$272K
|
-$309K
|
-9,484
|
-54%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$231K
|
-$225K
|
-6,919
|
-51%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$213K
|
-$1.16M
|
-35,716
|
-85%
|
|
|
14
|
Asset Dedication LLC
San Francisco,
California
|
$205K
|
–
|
–
|
–
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$200K
|
+$190K
|
+5,825
|
New
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$132K
|
+$8.23K
|
+253
|
+7%
|
|
|
17
|
Bellevue Asset Management
Bellevue,
Washington
|
$98K
|
–
|
–
|
–
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$41K
|
–
|
–
|
–
|
|
|
19
|
Geneos Wealth Management
Englewood,
Colorado
|
$20K
|
–
|
–
|
–
|
|
|
20
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$18K
|
-$101K
|
-3,092
|
-86%
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$9K
|
+$8.07K
|
+248
|
New
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
23
|
Cordasco Financial Network
Naples,
Florida
|
$6K
|
–
|
–
|
–
|
|
|
24
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$6K
|
+$6.08K
|
+187
|
New
|
|
|
25
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$3K
|
+$3.25K
|
+100
|
New
|
|
