|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.6M
|
+$2.41M
|
+73,458
|
+11%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$12.7M
|
+$1.37M
|
+41,752
|
+12%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$9.13M
|
+$950K
|
+28,927
|
+11%
|
|
|
4
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$3.4M
|
+$1.51K
|
+46
|
+0%
|
|
|
5
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.16M
|
+$123K
|
+3,737
|
+6%
|
|
|
6
|
Ankerstar Wealth
Leander,
Texas
|
$766K
|
+$327K
|
+9,951
|
+71%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$578K
|
+$21.5K
|
+655
|
+4%
|
|
|
8
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$514K
|
+$12.4K
|
+378
|
+2%
|
|
|
9
|
Bank of New York Mellon
New York
|
$286K
|
+$43.2K
|
+1,316
|
+17%
|
|
|
10
|
Principal Securities
Des Moines,
Iowa
|
$220K
|
-$118K
|
-3,598
|
-34%
|
|
|
11
|
SigFig Wealth Management
San Francisco,
California
|
$213K
|
+$5.42K
|
+165
|
+3%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$34.2K
|
+$31.8K
|
+969
|
+959%
|
|
|
13
|
Harbour Investments
Madison,
Wisconsin
|
$22.1K
|
+$16.9K
|
+516
|
+297%
|
|
|
14
|
Rossby Financial
Melbourne,
Florida
|
$12.3K
|
–
|
–
|
–
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$4.86K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$4.09K
|
+$4.21K
|
+128
|
New
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$1.41K
|
–
|
–
|
–
|
|
|
18
|
|
$768
|
+$788
|
+24
|
New
|
|
|
19
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
–
|
-$956K
|
-30,724
|
Closed
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$1K
|
-37
|
Closed
|
|
