|
1
|
WealthShield Partners
Cary,
North Carolina
|
$24.5M
|
+$568K
|
+23,607
|
+2%
|
|
|
2
|
F3Logic
Burnsville,
Minnesota
|
$22.9M
|
+$1.93M
|
+80,168
|
+9%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$19.8M
|
+$19.6M
|
+812,719
|
+16,280%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.9M
|
-$5.18M
|
-215,105
|
-26%
|
|
|
5
|
BB&T Securities
Richmond,
Virginia
|
$3.84M
|
+$1.99M
|
+82,737
|
+110%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.59M
|
+$2.57M
|
+106,785
|
New
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.77M
|
+$1.49M
|
+62,069
|
+571%
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.65M
|
+$194K
|
+8,044
|
+13%
|
|
|
9
|
Advisor Group
Phoenix,
Arizona
|
$1.07M
|
+$1.01M
|
+42,058
|
+2,103%
|
|
|
10
|
|
$985K
|
+$571K
|
+23,701
|
+140%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$979K
|
+$608K
|
+25,256
|
+167%
|
|
|
12
|
Financial Advocates Investment Management
Olympia,
Washington
|
$792K
|
-$81.9K
|
-3,400
|
-9%
|
|
|
13
|
Good Life Advisors
Reading,
Pennsylvania
|
$706K
|
+$18.7K
|
+776
|
+3%
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$553K
|
+$91.5K
|
+3,802
|
+20%
|
|
|
15
|
|
$295K
|
–
|
–
|
–
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$265K
|
+$264K
|
+10,947
|
New
|
|
|
17
|
VisionPoint Advisory Group
Dallas,
Texas
|
$233K
|
+$12.6K
|
+524
|
+6%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$89K
|
+$87.9K
|
+3,651
|
New
|
|
|
19
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
–
|
-$84K
|
-3,465
|
Closed
|
|
