|
1
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$78.6M
|
-$28M
|
-905,742
|
-26%
|
|
|
2
|
Country Trust Bank
Bloomington,
Illinois
|
$72.5M
|
–
|
–
|
–
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.4M
|
-$59.4K
|
-1,924
|
-0.5%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.6M
|
-$700K
|
-22,653
|
-7%
|
|
|
5
|
Bison Wealth
Atlanta,
Georgia
|
$4.29M
|
+$2.4M
|
+77,619
|
+139%
|
|
|
6
|
Horizon Investments
Charlotte,
North Carolina
|
$3.63M
|
+$172K
|
+5,555
|
+5%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.61M
|
-$260K
|
-8,421
|
-7%
|
|
|
8
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.47M
|
-$961K
|
-31,119
|
-28%
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.84M
|
-$50.9K
|
-1,648
|
-3%
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$1.06M
|
+$9.36K
|
+303
|
+0.9%
|
|
|
11
|
|
$543K
|
+$550K
|
+17,819
|
New
|
|
|
12
|
Columbia Trust
Portland,
Oregon
|
$434K
|
+$440K
|
+14,247
|
New
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$399K
|
+$404K
|
+13,092
|
New
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$358K
|
–
|
–
|
–
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$331K
|
-$27.1K
|
-879
|
-7%
|
|
|
16
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$256K
|
-$8.83K
|
-286
|
-3%
|
|
|
17
|
MRP Capital Investments
Alpharetta,
Georgia
|
$215K
|
+$218K
|
+7,063
|
New
|
|
|
18
|
Sandy Spring Bank
Olney,
Maryland
|
$172K
|
+$710
|
+23
|
+0.4%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$124K
|
+$58.2K
|
+1,886
|
+87%
|
|
|
20
|
|
$70.3K
|
–
|
–
|
–
|
|
|
21
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$35K
|
-$12.2K
|
-396
|
-26%
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$18K
|
-$4.93M
|
-159,685
|
-100%
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$30
|
+$31
|
+1
|
New
|
|
|
24
|
Johnson & White Wealth Management
York,
Pennsylvania
|
–
|
-$410K
|
-14,304
|
Closed
|
|
|
25
|
Hilltop Holdings
Dallas,
Texas
|
–
|
-$274K
|
-9,548
|
Closed
|
|
