|
1
|
Truist Financial
Charlotte,
North Carolina
|
$10M
|
-$749K
|
-29,980
|
-7%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$6.35M
|
-$111K
|
-4,440
|
-2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.68M
|
+$51.1K
|
+2,043
|
+3%
|
|
|
4
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$975K
|
+$975K
|
+39,021
|
New
|
|
|
5
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$394K
|
-$37.2K
|
-1,490
|
-9%
|
|
|
6
|
Kingdom Financial Group
Peoria,
Arizona
|
$222K
|
+$975
|
+39
|
+0.4%
|
|
|
7
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$22.8K
|
+$22.8K
|
+913
|
New
|
|
|
8
|
Evolution Wealth Management
Fort Myers,
Florida
|
$18.7K
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$16.1K
|
+$16.1K
|
+645
|
New
|
|
|
10
|
Strategic Investment Management
Arlington,
Virginia
|
$6.4K
|
+$6.4K
|
+256
|
New
|
|
|
11
|
Sterling Capital Management
Charlotte,
North Carolina
|
$350
|
+$350
|
+14
|
New
|
|
|
12
|
|
–
|
-$282K
|
-11,247
|
Closed
|
|
|
13
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-$222K
|
-8,861
|
Closed
|
|
|
14
|
Golden State Equity Partners
South Coast Metro,
California
|
–
|
-$14.1K
|
-561
|
Closed
|
|
