|
1
|
Freedom Investment Management
Hartford,
Connecticut
|
$22.7M
|
+$342K
|
+13,494
|
+2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.38M
|
-$76.7K
|
-3,027
|
-6%
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$955K
|
+$244K
|
+9,619
|
+36%
|
|
|
4
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$306K
|
-$10.5K
|
-415
|
-3%
|
|
|
5
|
GTS Securities
Miami,
Florida
|
$290K
|
-$361K
|
-14,238
|
-57%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$63K
|
–
|
–
|
–
|
|
|
7
|
Global Retirement Partners
San Rafael,
California
|
$30.9K
|
–
|
–
|
–
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$28.5K
|
-$735
|
-29
|
-3%
|
|
|
9
|
ORG Partners
Roanoke,
Indiana
|
$13.1K
|
-$44.5K
|
-1,755
|
-78%
|
|
|
10
|
Geneos Wealth Management
Englewood,
Colorado
|
$7.96K
|
–
|
–
|
–
|
|
|
11
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$6.45K
|
–
|
–
|
–
|
|
|
12
|
Tucker Asset Management
Littleton,
Colorado
|
$5.76K
|
–
|
–
|
–
|
|
|
13
|
EPG Wealth Management
Atlanta,
Georgia
|
$3.56K
|
+$3.39K
|
+134
|
New
|
|
|
14
|
|
$51
|
+$25
|
+1
|
New
|
|
|
15
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
–
|
-$4.87K
|
-199
|
Closed
|
|
