|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.98M
|
-$576K
|
-20,963
|
-12%
|
|
|
2
|
WealthShield Partners
Cary,
North Carolina
|
$2.1M
|
-$397K
|
-14,441
|
-15%
|
|
|
3
|
ORG Partners
Roanoke,
Indiana
|
$1.81M
|
-$714K
|
-25,977
|
-27%
|
|
|
4
|
Eudaimonia Partners
Winchester,
Tennessee
|
$1.13M
|
-$213K
|
-7,760
|
-15%
|
|
|
5
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$996K
|
-$108K
|
-3,923
|
-9%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$942K
|
+$274K
|
+9,982
|
+39%
|
|
|
7
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$776K
|
-$148K
|
-5,380
|
-15%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$393K
|
-$2.42K
|
-88
|
-0.6%
|
|
|
9
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$311K
|
+$55
|
+2
|
+0%
|
|
|
10
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$277K
|
–
|
–
|
–
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$242K
|
-$9.04K
|
-329
|
-3%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$182K
|
-$324K
|
-11,786
|
-63%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$64.7K
|
-$19.8K
|
-722
|
-23%
|
|
|
14
|
|
$19.8K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$79
|
-$26K
|
-948
|
-100%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$14
|
+$27
|
+1
|
New
|
|
|
17
|
Stratos Wealth Partners
Beachwood,
Ohio
|
–
|
-$217K
|
-7,925
|
Closed
|
|
|
18
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
–
|
-$4.39K
|
-160
|
Closed
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$27
|
-1
|
Closed
|
|
