|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$13M
|
+$7.45M
|
+243,553
|
+118%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.99M
|
+$7.22M
|
+235,903
|
+590%
|
|
|
3
|
WealthShield Partners
Cary,
North Carolina
|
$2.68M
|
-$302K
|
-9,859
|
-10%
|
|
|
4
|
Eudaimonia Partners
Winchester,
Tennessee
|
$2.26M
|
-$1.43M
|
-46,781
|
-37%
|
|
|
5
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$1.29M
|
+$93.3K
|
+3,048
|
+7%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$867K
|
-$206K
|
-6,725
|
-18%
|
|
|
7
|
F3Logic
Burnsville,
Minnesota
|
$363K
|
-$206K
|
-6,731
|
-35%
|
|
|
8
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$344K
|
+$364K
|
+11,877
|
New
|
|
|
9
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$307K
|
+$325K
|
+10,610
|
New
|
|
|
10
|
PFG Advisors
Phoenix,
Arizona
|
$294K
|
+$311K
|
+10,162
|
New
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$270K
|
+$673
|
+22
|
+0.2%
|
|
|
12
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$227K
|
-$8.39K
|
-274
|
-3%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$163K
|
+$140K
|
+4,586
|
+439%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$82K
|
-$577K
|
-18,847
|
-87%
|
|
|
15
|
|
$22K
|
–
|
–
|
–
|
|
|
16
|
Covestor
London,
United Kingdom
|
$3K
|
-$2.33K
|
-76
|
-47%
|
|
|
17
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$2K
|
+$2.42K
|
+79
|
New
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$496K
|
-16,167
|
Closed
|
|
|
19
|
LPL Financial
San Diego,
California
|
–
|
-$462K
|
-15,060
|
Closed
|
|
|
20
|
|
–
|
-$370K
|
-12,045
|
Closed
|
|
|
21
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$5K
|
-150
|
Closed
|
|
