|
1
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$80.4M
|
-$9.96M
|
-335,944
|
-11%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.97M
|
-$33.4M
|
-1,127,066
|
-89%
|
|
|
3
|
|
$1.31M
|
+$1.37M
|
+46,320
|
New
|
|
|
4
|
|
$361K
|
-$60.1M
|
-2,028,930
|
-99%
|
|
|
5
|
Avantax Advisory Services
Dallas,
Texas
|
$262K
|
+$89
|
+3
|
+0%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$247K
|
-$17.9K
|
-603
|
-6%
|
|
|
7
|
GTS Securities
Miami,
Florida
|
$220K
|
+$230K
|
+7,758
|
New
|
|
|
8
|
Geneos Wealth Management
Englewood,
Colorado
|
$25K
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$10.5K
|
+$11K
|
+372
|
New
|
|
|
10
|
|
$66
|
+$59
|
+2
|
New
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$26
|
–
|
–
|
–
|
|
|
12
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
–
|
-$55.4M
|
-1,931,922
|
Closed
|
|
|
13
|
Unique Wealth
Clearwater,
Florida
|
–
|
-$1.94M
|
-67,728
|
Closed
|
|
|
14
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
–
|
-$1.34M
|
-46,850
|
Closed
|
|
|
15
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
–
|
-$304K
|
-10,590
|
Closed
|
|
|
16
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
–
|
-$17.2K
|
-584
|
Closed
|
|
