|
1
|
PFS Investments
Duluth,
Georgia
|
$56M
|
-$12.3M
|
-459,609
|
-18%
|
|
|
2
|
|
$2.35M
|
-$2.15M
|
-80,546
|
-48%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$2.31M
|
-$163K
|
-6,116
|
-7%
|
|
|
4
|
|
$610K
|
-$690K
|
-25,864
|
-53%
|
|
|
5
|
Trilogy Capital
Irvine,
California
|
$266K
|
+$266K
|
+9,955
|
New
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$223K
|
+$14.4K
|
+540
|
+7%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$222K
|
-$133K
|
-4,966
|
-37%
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$206K
|
–
|
–
|
–
|
|
|
9
|
Accel Wealth Management
Waverly,
Iowa
|
$109K
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$63K
|
+$32.6K
|
+1,223
|
+108%
|
|
|
11
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$48K
|
+$427
|
+16
|
+0.9%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$18K
|
+$18.4K
|
+691
|
New
|
|
|
13
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$13.1K
|
-$934
|
-35
|
-7%
|
|
|
14
|
Meeder Asset Management
Dublin,
Ohio
|
$4K
|
+$3.79K
|
+142
|
New
|
|
|
15
|
Eaton Vance Management
Boston,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2K
|
+$187
|
+7
|
+9%
|
|
|
17
|
American Portfolios Advisors
Holbrook,
New York
|
–
|
-$97.2K
|
-3,659
|
Closed
|
|
