|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$20M
|
+$4.35M
|
+186,986
|
+29%
|
|
|
2
|
Veracity Capital
Atlanta,
Georgia
|
$20M
|
+$19.4M
|
+832,620
|
New
|
|
|
3
|
F3Logic
Burnsville,
Minnesota
|
$18.7M
|
-$175K
|
-7,517
|
-1%
|
|
|
4
|
WealthShield Partners
Cary,
North Carolina
|
$8.15M
|
-$1.79M
|
-76,857
|
-18%
|
|
|
5
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$6.16M
|
+$5.97M
|
+256,414
|
New
|
|
|
6
|
Eudaimonia Partners
Winchester,
Tennessee
|
$2.42M
|
+$2.35M
|
+100,837
|
New
|
|
|
7
|
Wedbush Securities
Los Angeles,
California
|
$1.45M
|
+$82.1K
|
+3,527
|
+6%
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$931K
|
-$706K
|
-30,294
|
-44%
|
|
|
9
|
Good Life Advisors
Reading,
Pennsylvania
|
$633K
|
-$18.7K
|
-803
|
-3%
|
|
|
10
|
Financial Advocates Investment Management
Olympia,
Washington
|
$425K
|
-$76.9K
|
-3,304
|
-16%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$355K
|
+$344K
|
+14,790
|
New
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$337K
|
-$100K
|
-4,304
|
-23%
|
|
|
13
|
|
$292K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$256K
|
-$493K
|
-21,175
|
-67%
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$249K
|
-$356K
|
-15,273
|
-60%
|
|
|
16
|
Advisor Group
Phoenix,
Arizona
|
$136K
|
-$190K
|
-8,143
|
-59%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$126K
|
+$122K
|
+5,253
|
New
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$81K
|
-$22M
|
-942,933
|
-100%
|
|
|
19
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$314K
|
-13,697
|
Closed
|
|
|
21
|
First Allied Advisory Services
San Diego,
California
|
–
|
-$139K
|
-6,122
|
Closed
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
–
|
-$15K
|
-655
|
Closed
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$1.07K
|
-46
|
-98%
|
|
