|
1
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.75M
|
-$133K
|
-4,083
|
-5%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.77M
|
+$174K
|
+5,340
|
+11%
|
|
|
3
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$1.33M
|
+$521K
|
+15,983
|
+67%
|
|
|
4
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.3M
|
+$664K
|
+20,365
|
+110%
|
|
|
5
|
Tower Research Capital (TRC)
New York
|
$1.22M
|
+$1.04M
|
+31,823
|
+703%
|
|
|
6
|
Stephens Consulting
Flint,
Michigan
|
$851K
|
+$829K
|
+25,445
|
New
|
|
|
7
|
Harbour Investments
Madison,
Wisconsin
|
$798K
|
+$215K
|
+6,610
|
+38%
|
|
|
8
|
Prism Advisors
Studio City,
California
|
$637K
|
+$83.3K
|
+2,556
|
+15%
|
|
|
9
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$545K
|
+$531K
|
+16,299
|
New
|
|
|
10
|
Fermata Advisors
Sonoma,
California
|
$408K
|
+$9.16K
|
+281
|
+2%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$385K
|
+$95.1K
|
+2,916
|
+34%
|
|
|
12
|
Two Sigma Investments
New York
|
$351K
|
+$342K
|
+10,500
|
New
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$282K
|
-$846K
|
-25,946
|
-75%
|
|
|
14
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$101K
|
+$98K
|
+3,007
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$41.3K
|
-$385K
|
-11,808
|
-91%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30K
|
-$326
|
-10
|
-1%
|
|
|
17
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$29.4K
|
+$22.1K
|
+679
|
+340%
|
|
|
18
|
|
$13.9K
|
+$6.26K
|
+192
|
+86%
|
|
|
19
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$9.23K
|
+$9K
|
+276
|
New
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$33
|
+$33
|
+1
|
New
|
|
|
21
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$416K
|
-12,561
|
Closed
|
|
|
22
|
Astoria Portfolio Advisors
New York
|
–
|
-$323K
|
-9,746
|
Closed
|
|
