|
1
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.15M
|
+$401K
|
+14,184
|
+57%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.04M
|
-$229K
|
-8,090
|
-19%
|
|
|
3
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$897K
|
–
|
–
|
–
|
|
|
4
|
WealthShield Partners
Cary,
North Carolina
|
$473K
|
-$22.2K
|
-786
|
-5%
|
|
|
5
|
NewEdge Advisors
New Orleans,
Louisiana
|
$443K
|
+$2.26K
|
+80
|
+0.5%
|
|
|
6
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$366K
|
+$17.5K
|
+617
|
+5%
|
|
|
7
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$349K
|
+$57
|
+2
|
+0%
|
|
|
8
|
Allworth Financial
Folsom,
California
|
$315K
|
+$302K
|
+10,680
|
New
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$273K
|
+$2.04K
|
+72
|
+0.8%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$186K
|
-$621K
|
-21,939
|
-78%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$129K
|
-$20.5K
|
-725
|
-14%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$8.35K
|
+$566
|
+20
|
+8%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.55K
|
-$367K
|
-12,975
|
-99%
|
|
|
14
|
Fidelity Investments
Boston,
Massachusetts
|
$89
|
+$85
|
+3
|
New
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$38
|
–
|
–
|
–
|
|
|
16
|
ORG Partners
Roanoke,
Indiana
|
–
|
-$2.31M
|
-85,355
|
Closed
|
|
|
17
|
Eudaimonia Partners
Winchester,
Tennessee
|
–
|
-$274K
|
-10,143
|
Closed
|
|
|
18
|
Great Valley Advisor Group
Wilmington,
Delaware
|
–
|
-$247K
|
-9,137
|
Closed
|
|
|
19
|
|
–
|
-$243
|
-9
|
Closed
|
|
