|
1
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$12.5M
|
+$12.1M
|
+258,187
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$2.3M
|
+$1.71M
|
+36,495
|
+338%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.46M
|
+$737K
|
+15,729
|
+109%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$772K
|
+$62.9K
|
+1,343
|
+9%
|
|
|
5
|
|
$362K
|
-$518K
|
-11,064
|
-60%
|
|
|
6
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$256K
|
+$247K
|
+5,271
|
New
|
|
|
7
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$233K
|
+$224K
|
+4,788
|
New
|
|
|
8
|
Flow Traders U.S.
New York
|
$206K
|
-$959K
|
-20,473
|
-83%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$49K
|
-$702
|
-15
|
-1%
|
|
|
10
|
Private Trust Company
Cleveland,
Ohio
|
$22.1K
|
+$21.3K
|
+455
|
New
|
|
|
11
|
Global Retirement Partners
San Rafael,
California
|
$11.2K
|
–
|
–
|
–
|
|
|
12
|
Harbour Investments
Madison,
Wisconsin
|
$3.01K
|
-$2.06K
|
-44
|
-42%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.28K
|
+$2.2K
|
+47
|
New
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$44
|
+$47
|
+1
|
New
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$1.72M
|
-38,641
|
Closed
|
|
|
16
|
Mach-1 Financial Group
Rogers,
Arkansas
|
–
|
-$12.3K
|
-276
|
Closed
|
|
|
17
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$3.62K
|
-81
|
Closed
|
|
