|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$44.5M
|
-$2.2M
|
-81,835
|
-4%
|
|
|
2
|
Donoghue Forlines
Boston,
Massachusetts
|
$15.7M
|
+$2.22M
|
+82,730
|
+15%
|
|
|
3
|
MML Investors Services
Springfield,
Massachusetts
|
$12.3M
|
-$150K
|
-5,575
|
-1%
|
|
|
4
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$7.13M
|
-$1.4M
|
-52,016
|
-15%
|
|
|
5
|
Prudential Financial
Newark,
New Jersey
|
$1.12M
|
-$632K
|
-23,516
|
-34%
|
|
|
6
|
Atria Wealth Solutions
New York
|
$1.04M
|
-$57.3K
|
-2,132
|
-5%
|
|
|
7
|
Geneos Wealth Management
Englewood,
Colorado
|
$982K
|
+$15.9K
|
+590
|
+1%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$768K
|
+$55.9K
|
+2,080
|
+7%
|
|
|
9
|
Park Avenue Securities
New York
|
$573K
|
-$40.2K
|
-1,494
|
-6%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$319K
|
+$352K
|
+13,092
|
+9,155%
|
|
|
11
|
Global Retirement Partners
San Rafael,
California
|
$310K
|
–
|
–
|
–
|
|
|
12
|
World Equity Group
Schaumburg,
Illinois
|
$288K
|
–
|
–
|
–
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$261K
|
+$291K
|
+10,813
|
New
|
|
|
14
|
First Horizon Advisors
Memphis,
Tennessee
|
$81K
|
+$91.2K
|
+3,392
|
New
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
$36K
|
+$39.7K
|
+1,477
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23K
|
+$10.4K
|
+387
|
+70%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$9K
|
-$26.7K
|
-992
|
-73%
|
|
|
18
|
TrueWealth Advisors
Birmingham,
Alabama
|
–
|
-$251K
|
-9,749
|
Closed
|
|
|
19
|
Bank of New York Mellon
New York
|
–
|
-$227K
|
-8,064
|
Closed
|
|
|
20
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
–
|
-$79K
|
-2,801
|
Closed
|
|
