|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.33M
|
+$5.3M
|
+211,117
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$3.84M
|
+$3.84M
|
+152,992
|
New
|
|
|
3
|
|
$2.45M
|
+$218K
|
+8,689
|
+10%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$1.08M
|
+$234K
|
+9,315
|
+28%
|
|
|
5
|
Cypress Wealth Advisors
San Francisco,
California
|
$846K
|
–
|
–
|
–
|
|
|
6
|
|
$602K
|
+$111K
|
+4,416
|
+23%
|
|
|
7
|
CPWM LLC
Seattle,
Washington
|
$525K
|
+$522K
|
+20,801
|
New
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$395K
|
+$180K
|
+7,163
|
+85%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$313K
|
+$73K
|
+2,906
|
+31%
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$297K
|
+$295K
|
+11,763
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$109K
|
-$23.7K
|
-944
|
-18%
|
|
|
12
|
IFP Advisors
Tampa,
Florida
|
$36K
|
+$36.1K
|
+1,436
|
New
|
|
|
13
|
MSI Financial Services
Springfield,
Massachusetts
|
$28K
|
+$19.4K
|
+773
|
+241%
|
|
|
14
|
|
$5K
|
+$4.82K
|
+192
|
New
|
|
|
15
|
Next Financial Group
Houston,
Texas
|
–
|
-$19K
|
-800
|
Closed
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
–
|
-$9K
|
-379
|
Closed
|
|
