|
1
|
One Plus One Wealth Management
Jupiter,
Florida
|
$6.03M
|
+$5.85M
|
+327,001
|
New
|
|
|
2
|
Mercer Global Advisors
Denver,
Colorado
|
$3.94M
|
+$3.82M
|
+213,493
|
New
|
|
|
3
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$2.45M
|
+$2.38M
|
+132,901
|
New
|
|
|
4
|
AllGen Financial Advisors
Orlando,
Florida
|
$2.13M
|
+$2.07M
|
+115,495
|
New
|
|
|
5
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.48M
|
+$267K
|
+14,899
|
+23%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.37M
|
+$76.8K
|
+4,291
|
+6%
|
|
|
7
|
Flow Traders U.S.
New York
|
$1.27M
|
+$1.23M
|
+68,700
|
New
|
|
|
8
|
|
$1.07M
|
+$673K
|
+37,573
|
+183%
|
|
|
9
|
Smart Portfolios LLC
Seattle,
Washington
|
$770K
|
+$747K
|
+41,757
|
New
|
|
|
10
|
Rockefeller Capital Management
New York
|
$686K
|
+$666K
|
+37,231
|
New
|
|
|
11
|
IFP Advisors
Tampa,
Florida
|
$513K
|
+$329K
|
+18,384
|
+955%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$55K
|
–
|
–
|
–
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$20K
|
-$52.2K
|
-2,919
|
-73%
|
|
|
14
|
Bogart Wealth LLC
Mclean,
Virginia
|
$19.8K
|
+$19.2K
|
+1,075
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$9.33K
|
+$9.06K
|
+506
|
New
|
|
|
16
|
AlphaCore Capital
La Jolla,
California
|
$7.87K
|
-$18
|
-1
|
-0.2%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$18
|
+$18
|
+1
|
New
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$18
|
+$18
|
+1
|
New
|
|
|
19
|
Verus Capital Partners
Scottsdale,
Arizona
|
–
|
-$684K
|
-41,652
|
Closed
|
|
