|
1
|
|
US$ 100 mi
|
+US$ 49,7 mi
|
+1.913.143
|
+98%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
US$ 13,1 mi
|
+US$ 1,41 mi
|
+54.323
|
+12%
|
|
|
3
|
Spinnaker Trust
Portland,
Maine
|
US$ 8,69 mi
|
+US$ 341 mil
|
+13.141
|
+4%
|
|
|
4
|
Highland Private Wealth Management
Bellevue,
Washington
|
US$ 7,69 mi
|
+US$ 7,68 mi
|
+295.875
|
Nova
|
|
|
5
|
|
US$ 1,51 mi
|
+US$ 48,8 mil
|
+1.880
|
+3%
|
|
|
6
|
Appleton Partners
Boston,
Massachusetts
|
US$ 1,42 mi
|
+US$ 71,4 mil
|
+2.750
|
+5%
|
|
|
7
|
Premise Capital
Naperville,
Illinois
|
US$ 1,05 mi
|
-US$ 104
|
-4
|
-0%
|
|
|
8
|
Level Four Advisory Services
Dallas,
Texas
|
US$ 270 mil
|
+US$ 269 mil
|
+10.372
|
Nova
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
US$ 135 mil
|
+US$ 7,92 mil
|
+305
|
+6%
|
|
|
10
|
San Francisco Sentry Investment Group
San Francisco,
California
|
US$ 52 mil
|
–
|
–
|
–
|
|
|
11
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
US$ 3 mil
|
-US$ 10,9 mil
|
-420
|
-80%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
US$ 2 mil
|
–
|
–
|
–
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-US$ 328 mil
|
-12.515
|
Encerrada
|
|
