|
1
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$22.4M
|
+$21.2M
|
+955,635
|
New
|
|
|
2
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$9.8M
|
-$24.6M
|
-1,108,069
|
-73%
|
|
|
3
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$6M
|
+$5.66M
|
+255,253
|
New
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.01M
|
+$3.7M
|
+166,993
|
+360%
|
|
|
5
|
Appleton Partners
Boston,
Massachusetts
|
$2.27M
|
+$249K
|
+11,212
|
+13%
|
|
|
6
|
WealthShield Partners
Cary,
North Carolina
|
$876K
|
+$44.2K
|
+1,991
|
+6%
|
|
|
7
|
|
$873K
|
+$77K
|
+3,472
|
+10%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$674K
|
-$61.6K
|
-2,778
|
-9%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$670K
|
-$66.4K
|
-2,995
|
-9%
|
|
|
10
|
Flow Traders U.S.
New York
|
$639K
|
+$603K
|
+27,193
|
New
|
|
|
11
|
Inscription Capital
Houston,
Texas
|
$291K
|
+$274K
|
+12,367
|
New
|
|
|
12
|
|
$245K
|
-$467K
|
-21,070
|
-67%
|
|
|
13
|
Global Retirement Partners
San Rafael,
California
|
$166K
|
-$11.1K
|
-500
|
-7%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$110K
|
-$27.9K
|
-1,260
|
-21%
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$68K
|
-$3.5K
|
-158
|
-5%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$18K
|
-$15.2K
|
-685
|
-47%
|
|
|
17
|
Advisory Services Network
Atlanta,
Georgia
|
$13K
|
–
|
–
|
–
|
|
|
18
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$2K
|
+$2.48K
|
+112
|
New
|
|
|
19
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$39K
|
-1,850
|
Closed
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
–
|
-$38K
|
-1,785
|
Closed
|
|
