|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.6M
|
+$159K
|
+5,168
|
+0.7%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$11.1M
|
+$583K
|
+18,981
|
+6%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.98M
|
+$442K
|
+14,381
|
+6%
|
|
|
4
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$3.31M
|
-$40.5K
|
-1,319
|
-1%
|
|
|
5
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.98M
|
-$3.56K
|
-116
|
-0.2%
|
|
|
6
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$956K
|
+$944K
|
+30,724
|
New
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$542K
|
+$43K
|
+1,399
|
+9%
|
|
|
8
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$489K
|
+$891
|
+29
|
+0.2%
|
|
|
9
|
Ankerstar Wealth
Leander,
Texas
|
$435K
|
+$430K
|
+13,988
|
New
|
|
|
10
|
Principal Securities
Des Moines,
Iowa
|
$326K
|
-$127K
|
-4,143
|
-28%
|
|
|
11
|
Bank of New York Mellon
New York
|
$237K
|
+$234K
|
+7,612
|
New
|
|
|
12
|
SigFig Wealth Management
San Francisco,
California
|
$202K
|
+$200K
|
+6,505
|
New
|
|
|
13
|
Rossby Financial
Melbourne,
Florida
|
$11.9K
|
+$11.7K
|
+382
|
New
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$5.42K
|
–
|
–
|
–
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$4.73K
|
–
|
–
|
–
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$3.14K
|
+$3.1K
|
+101
|
New
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$1.37K
|
+$1.35K
|
+44
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
+$1.14K
|
+37
|
New
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$527K
|
-17,345
|
Closed
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
–
|
-$6.72K
|
-221
|
Closed
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$1.72K
|
-57
|
Closed
|
|
