|
1
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$114M
|
+$3.25M
|
+81,946
|
+3%
|
|
|
2
|
Country Trust Bank
Bloomington,
Illinois
|
$38.2M
|
–
|
–
|
–
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.7M
|
+$16.8M
|
+423,077
|
+3,634%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.7M
|
+$1.85M
|
+46,672
|
+14%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.3M
|
+$17.7K
|
+447
|
+0.2%
|
|
|
6
|
Legacy Private Trust
Neenah,
Wisconsin
|
$8.34M
|
+$1.99M
|
+50,190
|
+32%
|
|
|
7
|
Stringer Asset Management
Memphis,
Tennessee
|
$4.23M
|
-$2.25M
|
-56,898
|
-39%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.57M
|
+$30.1K
|
+761
|
+0.9%
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.45M
|
+$8.52K
|
+215
|
+0.4%
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$829K
|
-$745K
|
-18,804
|
-48%
|
|
|
11
|
Hilltop Holdings
Dallas,
Texas
|
$756K
|
+$417K
|
+10,535
|
+131%
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$553K
|
-$538K
|
-13,572
|
-50%
|
|
|
13
|
Fulcrum Equity Management
Plano,
Texas
|
$340K
|
+$58.1K
|
+1,467
|
+21%
|
|
|
14
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$316K
|
–
|
–
|
–
|
|
|
15
|
HB Wealth Management
Atlanta,
Georgia
|
$284K
|
+$277K
|
+7,000
|
New
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$240K
|
–
|
–
|
–
|
|
|
17
|
|
$187K
|
-$3.21K
|
-81
|
-2%
|
|
|
18
|
Sandy Spring Bank
Olney,
Maryland
|
$187K
|
+$81.7K
|
+2,062
|
+81%
|
|
|
19
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$74K
|
-$9.5K
|
-241
|
-12%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$40K
|
+$25.8K
|
+652
|
+194%
|
|
|
21
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
–
|
-$234K
|
-6,303
|
Closed
|
|
|
22
|
Bison Wealth
Atlanta,
Georgia
|
–
|
-$28K
|
-755
|
Closed
|
|
|
23
|
Reilly Financial Advisors
La Mesa,
California
|
–
|
-$3K
|
-91
|
Closed
|
|
