|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$15.1M
|
-$582K
|
-20,498
|
-3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.24M
|
+$2.46M
|
+86,439
|
New
|
|
|
3
|
|
$1.86M
|
+$2.03M
|
+71,473
|
New
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$1.32M
|
+$1.45M
|
+50,893
|
New
|
|
|
5
|
|
$926K
|
+$1.01M
|
+35,662
|
New
|
|
|
6
|
MML Investors Services
Springfield,
Massachusetts
|
$925K
|
+$1.01M
|
+35,613
|
New
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$909K
|
+$563K
|
+19,827
|
+131%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$601K
|
+$355K
|
+12,512
|
+118%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$460K
|
-$1.48M
|
-51,963
|
-75%
|
|
|
10
|
Sunbelt Securities
Houston,
Texas
|
$249K
|
+$272K
|
+9,573
|
New
|
|
|
11
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$247K
|
-$6.53K
|
-230
|
-2%
|
|
|
12
|
EPG Wealth Management
Atlanta,
Georgia
|
$22K
|
–
|
–
|
–
|
|
|
13
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$13.6K
|
–
|
–
|
–
|
|
|
14
|
|
$13.6K
|
–
|
–
|
–
|
|
|
15
|
AE Wealth Management
Topeka,
Kansas
|
$11.1K
|
-$824
|
-29
|
-6%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.49K
|
–
|
–
|
–
|
|
|
17
|
|
$5.75K
|
+$6.28K
|
+221
|
New
|
|
|
18
|
Farther Finance Advisors
San Francisco,
California
|
$4.97K
|
+$1.76K
|
+62
|
+48%
|
|
|
19
|
Allworth Financial
Folsom,
California
|
$447
|
+$483
|
+17
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
–
|
-$35.5K
|
-1,258
|
Closed
|
|
|
21
|
McClarren Financial Advisors
State College,
Pennsylvania
|
–
|
+$710
|
+25
|
New
|
|
