|
1
|
F3Logic
Burnsville,
Minnesota
|
$17M
|
-$6.92M
|
-205,235
|
-29%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.3M
|
+$5.61M
|
+166,616
|
+71%
|
|
|
3
|
WealthShield Partners
Cary,
North Carolina
|
$6.4M
|
-$222K
|
-6,590
|
-3%
|
|
|
4
|
Atria Investments
Charlotte,
North Carolina
|
$3M
|
-$2.21M
|
-65,489
|
-42%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.58M
|
+$19.8K
|
+588
|
+1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.19M
|
+$122K
|
+3,609
|
+11%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$1.13M
|
+$277K
|
+8,227
|
+32%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$370K
|
+$364K
|
+10,804
|
+2,701%
|
|
|
9
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$335K
|
+$6.91K
|
+205
|
+2%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$307K
|
+$25.5K
|
+756
|
+9%
|
|
|
11
|
Veracity Capital
Atlanta,
Georgia
|
$296K
|
-$1.72K
|
-51
|
-0.6%
|
|
|
12
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$256K
|
+$261K
|
+7,751
|
New
|
|
|
13
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$19K
|
–
|
–
|
–
|
|
|
14
|
Next Financial Group
Houston,
Texas
|
$10K
|
+$10K
|
+297
|
New
|
|
|
15
|
Covestor
London,
United Kingdom
|
$6K
|
+$6.1K
|
+181
|
New
|
|
|
16
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$2K
|
-$89.9K
|
-2,669
|
-98%
|
|
|
18
|
|
–
|
-$1.44M
|
-45,325
|
Closed
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$464K
|
-14,574
|
Closed
|
|
|
20
|
Geneos Wealth Management
Englewood,
Colorado
|
–
|
-$23K
|
-741
|
Closed
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
–
|
-$34
|
-1
|
Closed
|
|
