|
1
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$8.18M
|
+$8.17M
|
+161,145
|
New
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.91M
|
-$1.73M
|
-34,161
|
-26%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$4.12M
|
-$17.6K
|
-347
|
-0.4%
|
|
|
4
|
|
$3.73M
|
-$62.6K
|
-1,234
|
-2%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$2.2M
|
+$609K
|
+12,001
|
+38%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.49M
|
-$57.4K
|
-1,131
|
-4%
|
|
|
7
|
SignalPoint Asset Management
Springfield,
Missouri
|
$886K
|
–
|
–
|
–
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$682K
|
+$20.7K
|
+408
|
+3%
|
|
|
9
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$613K
|
-$14.7K
|
-289
|
-2%
|
|
|
10
|
IMC Chicago
Chicago,
Illinois
|
$582K
|
-$65.5K
|
-1,291
|
-10%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$549K
|
-$54.8K
|
-1,080
|
-9%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$432K
|
-$2.59K
|
-51
|
-0.6%
|
|
|
13
|
Cetera Advisor Networks
El Segundo,
California
|
$429K
|
+$133K
|
+2,629
|
+45%
|
|
|
14
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$373K
|
+$374K
|
+7,369
|
New
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$324K
|
+$30.3K
|
+597
|
+10%
|
|
|
16
|
Asset Dedication LLC
San Francisco,
California
|
$303K
|
–
|
–
|
–
|
|
|
17
|
Sunbelt Securities
Houston,
Texas
|
$272K
|
+$48.4K
|
+954
|
+21%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$265K
|
+$51
|
+1
|
+0%
|
|
|
19
|
|
$233K
|
+$232K
|
+4,583
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$205K
|
-$176K
|
-3,468
|
-46%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$166K
|
-$51
|
-1
|
-0%
|
|
|
22
|
Bellevue Asset Management
Bellevue,
Washington
|
$122K
|
-$7.56K
|
-149
|
-6%
|
|
|
23
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$61K
|
–
|
–
|
–
|
|
|
24
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$54K
|
+$1.27K
|
+25
|
+2%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$41K
|
–
|
–
|
–
|
|
