|
1
|
WealthShield Partners
Cary,
North Carolina
|
$23.8M
|
-$8.99M
|
-367,014
|
-27%
|
|
|
2
|
F3Logic
Burnsville,
Minnesota
|
$20.9M
|
+$20.4M
|
+831,699
|
+2,477%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.1M
|
+$19.8M
|
+806,094
|
+3,252%
|
|
|
4
|
BB&T Securities
Richmond,
Virginia
|
$1.82M
|
-$402K
|
-16,422
|
-18%
|
|
|
5
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.44M
|
+$231K
|
+9,436
|
+19%
|
|
|
6
|
Financial Advocates Investment Management
Olympia,
Washington
|
$871K
|
-$313K
|
-12,764
|
-26%
|
|
|
7
|
Good Life Advisors
Reading,
Pennsylvania
|
$686K
|
+$88.4K
|
+3,609
|
+15%
|
|
|
8
|
Geneos Wealth Management
Englewood,
Colorado
|
$459K
|
+$247K
|
+10,090
|
+113%
|
|
|
9
|
|
$409K
|
-$1.19M
|
-48,556
|
-74%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$366K
|
-$755K
|
-30,790
|
-67%
|
|
|
11
|
|
$294K
|
-$73.5K
|
-3,000
|
-20%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$262K
|
+$266K
|
+10,871
|
New
|
|
|
13
|
VisionPoint Advisory Group
Dallas,
Texas
|
$219K
|
+$222K
|
+9,075
|
New
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$120K
|
+$122K
|
+4,992
|
New
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$84K
|
-$124K
|
-5,058
|
-59%
|
|
|
16
|
Advisor Group
Phoenix,
Arizona
|
$48K
|
+$49K
|
+2,000
|
New
|
|
|
17
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$18.6M
|
-694,482
|
Closed
|
|
|
19
|
LPL Financial
San Diego,
California
|
–
|
-$749K
|
-27,965
|
Closed
|
|
