|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.8M
|
-$26.4M
|
-1,103,324
|
-50%
|
|
|
2
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$10.9M
|
+$231K
|
+9,668
|
+2%
|
|
|
3
|
MML Investors Services
Springfield,
Massachusetts
|
$6.23M
|
-$7.18M
|
-300,225
|
-53%
|
|
|
4
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$4.04M
|
-$5.14M
|
-214,953
|
-55%
|
|
|
5
|
Donoghue Forlines
Boston,
Massachusetts
|
$3.56M
|
-$5.06M
|
-211,738
|
-58%
|
|
|
6
|
Atria Wealth Solutions
New York
|
$2.51M
|
+$2.57M
|
+107,692
|
New
|
|
|
7
|
Prudential Financial
Newark,
New Jersey
|
$740K
|
-$855K
|
-35,754
|
-53%
|
|
|
8
|
American Portfolios Advisors
Holbrook,
New York
|
$678K
|
+$660K
|
+27,589
|
+1,785%
|
|
|
9
|
Geneos Wealth Management
Englewood,
Colorado
|
$675K
|
-$878K
|
-36,731
|
-56%
|
|
|
10
|
|
$645K
|
+$662K
|
+27,677
|
New
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$486K
|
-$248K
|
-10,379
|
-33%
|
|
|
12
|
TrueWealth Advisors
Birmingham,
Alabama
|
$474K
|
–
|
–
|
–
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$437K
|
+$449K
|
+18,774
|
New
|
|
|
14
|
Bank of New York Mellon
New York
|
$369K
|
-$165K
|
-6,884
|
-30%
|
|
|
15
|
Park Avenue Securities
New York
|
$337K
|
-$234K
|
-9,777
|
-40%
|
|
|
16
|
Global Retirement Partners
San Rafael,
California
|
$133K
|
+$141K
|
+5,905
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6K
|
-$31K
|
-1,295
|
-83%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$5K
|
+$1.22K
|
+51
|
+28%
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
–
|
-$10.2M
|
-414,792
|
Closed
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
–
|
-$511K
|
-20,736
|
Closed
|
|
|
21
|
First Horizon Advisors
Memphis,
Tennessee
|
–
|
-$109K
|
-4,465
|
Closed
|
|
|
22
|
Meeder Asset Management
Dublin,
Ohio
|
–
|
-$32K
|
-1,288
|
Closed
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$24
|
+1
|
New
|
|
