|
1
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$98.2M
|
-$9.05M
|
-240,459
|
-9%
|
|
|
2
|
Country Trust Bank
Bloomington,
Illinois
|
$64.8M
|
+$28.2M
|
+748,700
|
+80%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$40.3M
|
+$23.4M
|
+622,090
|
+143%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.1M
|
+$249K
|
+6,612
|
+2%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$14.1M
|
+$3.35M
|
+88,980
|
+32%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.9M
|
+$1.5M
|
+39,905
|
+45%
|
|
|
7
|
Legacy Private Trust
Neenah,
Wisconsin
|
$4.53M
|
-$3.29M
|
-87,278
|
-43%
|
|
|
8
|
IFP Advisors
Tampa,
Florida
|
$3.97M
|
+$6.04M
|
+160,429
|
New
|
|
|
9
|
Stringer Asset Management
Memphis,
Tennessee
|
$3.51M
|
+$147K
|
+3,911
|
+4%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.69M
|
+$373K
|
+9,900
|
+16%
|
|
|
11
|
Bison Wealth
Atlanta,
Georgia
|
$2.65M
|
+$2.6M
|
+69,175
|
New
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$1.03M
|
+$246K
|
+6,539
|
+32%
|
|
|
13
|
Hilltop Holdings
Dallas,
Texas
|
$706K
|
-$7.64K
|
-203
|
-1%
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
$518K
|
-$3.95K
|
-105
|
-0.8%
|
|
|
15
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$366K
|
+$66.4K
|
+1,764
|
+23%
|
|
|
16
|
|
$348K
|
+$341K
|
+9,066
|
New
|
|
|
17
|
Fulcrum Equity Management
Plano,
Texas
|
$262K
|
-$57.6K
|
-1,531
|
-18%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$227K
|
–
|
–
|
–
|
|
|
19
|
Sandy Spring Bank
Olney,
Maryland
|
$213K
|
+$35.6K
|
+945
|
+20%
|
|
|
20
|
|
$186K
|
+$9.37K
|
+249
|
+5%
|
|
|
21
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$63K
|
-$7K
|
-186
|
-10%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$6K
|
-$31.1K
|
-826
|
-84%
|
|
|
23
|
HB Wealth Management
Atlanta,
Georgia
|
–
|
-$284K
|
-7,000
|
Closed
|
|
