|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.2M
|
-$772K
|
-34,675
|
-3%
|
|
|
2
|
MML Investors Services
Springfield,
Massachusetts
|
$5.7M
|
-$70.8K
|
-3,177
|
-1%
|
|
|
3
|
Donoghue Forlines
Boston,
Massachusetts
|
$3.27M
|
-$29.5K
|
-1,324
|
-0.9%
|
|
|
4
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$3.21M
|
-$542K
|
-24,320
|
-14%
|
|
|
5
|
Atria Wealth Solutions
New York
|
$2.23M
|
-$93.2K
|
-4,183
|
-4%
|
|
|
6
|
Geneos Wealth Management
Englewood,
Colorado
|
$634K
|
+$4.88K
|
+219
|
+0.8%
|
|
|
7
|
American Portfolios Advisors
Holbrook,
New York
|
$617K
|
-$11.7K
|
-526
|
-2%
|
|
|
8
|
Prudential Financial
Newark,
New Jersey
|
$461K
|
-$229K
|
-10,304
|
-32%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$431K
|
+$27.7K
|
+1,243
|
+7%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$358K
|
-$95.4K
|
-4,283
|
-20%
|
|
|
11
|
Bank of New York Mellon
New York
|
$287K
|
-$56.1K
|
-2,519
|
-16%
|
|
|
12
|
Park Avenue Securities
New York
|
$232K
|
-$82.8K
|
-3,720
|
-26%
|
|
|
13
|
Global Retirement Partners
San Rafael,
California
|
$127K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$37K
|
+$33.2K
|
+1,491
|
+643%
|
|
|
15
|
First Horizon Advisors
Memphis,
Tennessee
|
$25K
|
+$26.4K
|
+1,185
|
New
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$13K
|
+$13.3K
|
+598
|
New
|
|
|
17
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
–
|
-$10.9M
|
-470,099
|
Closed
|
|
|
18
|
|
–
|
-$645K
|
-27,677
|
Closed
|
|
|
19
|
TrueWealth Advisors
Birmingham,
Alabama
|
–
|
-$474K
|
-19,223
|
Closed
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$6K
|
-258
|
Closed
|
|
