|
1
|
Advisor OS
Chicago,
Illinois
|
$8.1M
|
+$10.7M
|
+466,743
|
New
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.89M
|
+$94.1K
|
+4,112
|
+4%
|
|
|
3
|
Bullseye Investment Management
Cincinnati,
Ohio
|
$1.34M
|
+$1.29M
|
+56,405
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$872K
|
+$827K
|
+36,128
|
New
|
|
|
5
|
|
$857K
|
+$812K
|
+35,478
|
New
|
|
|
6
|
Independent Financial Group
San Diego,
California
|
$617K
|
+$81.7K
|
+3,570
|
+16%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$428K
|
+$406K
|
+17,720
|
New
|
|
|
8
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$402K
|
-$31.2K
|
-1,362
|
-8%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$248K
|
+$235K
|
+10,282
|
New
|
|
|
10
|
CoreCap Advisors
Southfield,
Michigan
|
$155K
|
+$146K
|
+6,399
|
New
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$69.4K
|
+$37.7K
|
+1,648
|
+134%
|
|
|
12
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$67.5K
|
+$961
|
+42
|
+2%
|
|
|
13
|
Harbour Investments
Madison,
Wisconsin
|
$45.1K
|
+$28.5K
|
+1,245
|
+200%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30K
|
-$247K
|
-10,774
|
-90%
|
|
|
15
|
International Assets Investment Management
Orlando,
Florida
|
$9.66K
|
+$9.16K
|
+400
|
New
|
|
|
16
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$2.49K
|
+$2.36K
|
+103
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$918
|
+$870
|
+38
|
New
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$24
|
+$23
|
+1
|
New
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$1.23M
|
-54,175
|
Closed
|
|
