|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$54.4M
|
-$1.35M
|
-56,989
|
-2%
|
|
|
2
|
Donoghue Forlines
Boston,
Massachusetts
|
$20.9M
|
+$1.18M
|
+50,022
|
+6%
|
|
|
3
|
MML Investors Services
Springfield,
Massachusetts
|
$15.2M
|
+$371K
|
+15,711
|
+2%
|
|
|
4
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$7.71M
|
-$1.4M
|
-59,210
|
-13%
|
|
|
5
|
Prudential Financial
Newark,
New Jersey
|
$1.41M
|
-$688K
|
-29,113
|
-32%
|
|
|
6
|
American Portfolios Advisors
Holbrook,
New York
|
$1.41M
|
+$76.9K
|
+3,255
|
+5%
|
|
|
7
|
Atria Wealth Solutions
New York
|
$1.17M
|
-$70.8K
|
-2,996
|
-5%
|
|
|
8
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.15M
|
-$2.98K
|
-126
|
-0.2%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$892K
|
+$73.3K
|
+3,102
|
+8%
|
|
|
10
|
Park Avenue Securities
New York
|
$727K
|
+$18.6K
|
+786
|
+2%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$397K
|
-$113K
|
-4,795
|
-21%
|
|
|
12
|
Global Retirement Partners
San Rafael,
California
|
$382K
|
–
|
–
|
–
|
|
|
13
|
World Equity Group
Schaumburg,
Illinois
|
$336K
|
–
|
–
|
–
|
|
|
14
|
First Horizon Advisors
Memphis,
Tennessee
|
$111K
|
+$119K
|
+5,052
|
New
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
$53K
|
+$57K
|
+2,413
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33K
|
+$17.9K
|
+760
|
+105%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$13K
|
-$40.2K
|
-1,703
|
-75%
|
|
|
18
|
TrueWealth Advisors
Birmingham,
Alabama
|
–
|
-$344K
|
-11,693
|
Closed
|
|
|
19
|
Bank of New York Mellon
New York
|
–
|
-$289K
|
-10,786
|
Closed
|
|
|
20
|
LPL Financial
San Diego,
California
|
–
|
-$264K
|
-9,884
|
Closed
|
|
|
21
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
–
|
-$98K
|
-3,682
|
Closed
|
|
