|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.24M
|
-$442K
|
-15,757
|
-8%
|
|
|
2
|
ORG Partners
Roanoke,
Indiana
|
$4.08M
|
+$4.23M
|
+150,649
|
New
|
|
|
3
|
WealthShield Partners
Cary,
North Carolina
|
$2.79M
|
-$78.8K
|
-2,808
|
-3%
|
|
|
4
|
Eudaimonia Partners
Winchester,
Tennessee
|
$1.45M
|
+$12.8K
|
+455
|
+0.9%
|
|
|
5
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$1.15M
|
+$15.6K
|
+557
|
+1%
|
|
|
6
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$1.03M
|
+$1.06M
|
+37,893
|
New
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$829K
|
-$1.06M
|
-37,766
|
-55%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$335K
|
-$330K
|
-11,759
|
-49%
|
|
|
9
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$320K
|
+$331K
|
+11,810
|
New
|
|
|
10
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$285K
|
-$28.1K
|
-1,000
|
-9%
|
|
|
11
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$266K
|
-$13.5K
|
-481
|
-5%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$256K
|
+$1.49K
|
+53
|
+0.6%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$115K
|
-$436K
|
-15,517
|
-79%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$43K
|
-$102K
|
-3,642
|
-70%
|
|
|
15
|
|
$20.3K
|
–
|
–
|
–
|
|
|
16
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$4.33K
|
–
|
–
|
–
|
|
|
17
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$1K
|
+$618
|
+22
|
New
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$7
|
-$28
|
-1
|
Closed
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.21M
|
-42,409
|
Closed
|
|
|
20
|
PFG Advisors
Phoenix,
Arizona
|
–
|
-$1.08M
|
-37,624
|
Closed
|
|
|
21
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$89K
|
-3,106
|
Closed
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$401
|
-14
|
Closed
|
|
