|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.42M
|
+$455K
|
+16,829
|
+5%
|
|
|
2
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.86M
|
-$5.37M
|
-198,745
|
-38%
|
|
|
3
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$2.25M
|
+$62.1K
|
+2,295
|
+3%
|
|
|
4
|
|
$790K
|
+$786K
|
+29,080
|
New
|
|
|
5
|
Cambridge Advisors
Omaha,
Nebraska
|
$600K
|
+$1.43K
|
+53
|
+0.2%
|
|
|
6
|
Archford Capital Strategies
Swansea,
Illinois
|
$553K
|
+$311K
|
+11,518
|
+130%
|
|
|
7
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$415K
|
-$3.24K
|
-120
|
-0.8%
|
|
|
8
|
Fiduciary Trust
Boston,
Massachusetts
|
$365K
|
–
|
–
|
–
|
|
|
9
|
Parallel Advisors
San Francisco,
California
|
$13.6K
|
–
|
–
|
–
|
|
|
10
|
PSI Advisors
Tampa,
Florida
|
$6.11K
|
+$6.08K
|
+225
|
New
|
|
|
11
|
GAMMA Investing
Foster City,
California
|
$5.9K
|
–
|
–
|
–
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.83K
|
+$3.81K
|
+141
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3K
|
+$2.7K
|
+100
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$815
|
-$4.33K
|
-160
|
-84%
|
|
|
15
|
|
–
|
-$39.4K
|
-1,427
|
Closed
|
|
