|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.99M
|
-$6.99M
|
-240,959
|
-54%
|
|
|
2
|
WealthShield Partners
Cary,
North Carolina
|
$3.03M
|
+$380K
|
+13,113
|
+14%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.96M
|
-$6.02M
|
-207,486
|
-75%
|
|
|
4
|
Eudaimonia Partners
Winchester,
Tennessee
|
$1.52M
|
-$725K
|
-25,014
|
-32%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.21M
|
+$1.23M
|
+42,409
|
New
|
|
|
6
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$1.2M
|
-$73.7K
|
-2,541
|
-6%
|
|
|
7
|
PFG Advisors
Phoenix,
Arizona
|
$1.08M
|
+$796K
|
+27,462
|
+270%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$691K
|
-$168K
|
-5,795
|
-19%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$566K
|
+$491K
|
+16,929
|
+600%
|
|
|
10
|
F3Logic
Burnsville,
Minnesota
|
$358K
|
–
|
–
|
–
|
|
|
11
|
Gallagher Benefit Services
Rolling Meadows,
Illinois
|
$358K
|
+$363K
|
+12,504
|
New
|
|
|
12
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$330K
|
-$10.1K
|
-350
|
-3%
|
|
|
13
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$295K
|
-$8.7K
|
-300
|
-3%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$270K
|
+$2.23K
|
+77
|
+0.8%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$150K
|
-$11.6K
|
-399
|
-7%
|
|
|
16
|
Belpointe Asset Management
Reno,
Nevada
|
$89K
|
+$90.1K
|
+3,106
|
New
|
|
|
17
|
|
$21.5K
|
–
|
–
|
–
|
|
|
18
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$4.58K
|
+$4.64K
|
+160
|
New
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$401
|
+$406
|
+14
|
New
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$29
|
+$29
|
+1
|
New
|
|
|
21
|
Eudaimonia Advisors
Winchester,
Tennessee
|
–
|
-$227K
|
-7,836
|
Closed
|
|
|
22
|
Covestor
London,
United Kingdom
|
–
|
-$3K
|
-87
|
Closed
|
|
|
23
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
–
|
-$2K
|
-79
|
Closed
|
|
