|
1
|
|
US$ 101 mi
|
–
|
–
|
–
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
US$ 16,7 mi
|
+US$ 3,57 mi
|
+136.712
|
+27%
|
|
|
3
|
Spinnaker Trust
Portland,
Maine
|
US$ 9,11 mi
|
+US$ 369 mil
|
+14.141
|
+4%
|
|
|
4
|
Highland Private Wealth Management
Bellevue,
Washington
|
US$ 8,09 mi
|
+US$ 350 mil
|
+13.400
|
+5%
|
|
|
5
|
|
US$ 2,07 mi
|
+US$ 547 mil
|
+20.980
|
+36%
|
|
|
6
|
Appleton Partners
Boston,
Massachusetts
|
US$ 1,49 mi
|
+US$ 60,6 mil
|
+2.325
|
+4%
|
|
|
7
|
Premise Capital
Naperville,
Illinois
|
US$ 1,08 mi
|
+US$ 17,1 mil
|
+654
|
+2%
|
|
|
8
|
WealthPLAN Partners
Omaha,
Nebraska
|
US$ 1,02 mi
|
+US$ 1,02 mi
|
+38.957
|
Nova
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
US$ 668 mil
|
+US$ 677 mil
|
+25.953
|
Nova
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
US$ 654 mil
|
+US$ 518 mil
|
+19.872
|
+385%
|
|
|
11
|
Level Four Advisory Services
Dallas,
Texas
|
US$ 632 mil
|
+US$ 359 mil
|
+13.763
|
+133%
|
|
|
12
|
LPL Financial
San Diego,
California
|
US$ 395 mil
|
+US$ 394 mil
|
+15.093
|
Nova
|
|
|
13
|
Crabel Capital Management
Los Angeles,
California
|
US$ 219 mil
|
+US$ 218 mil
|
+8.367
|
Nova
|
|
|
14
|
San Francisco Sentry Investment Group
San Francisco,
California
|
US$ 52 mil
|
–
|
–
|
–
|
|
|
15
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
US$ 14 mil
|
+US$ 11 mil
|
+420
|
+400%
|
|
|
16
|
Advisor Group
Phoenix,
Arizona
|
US$ 13 mil
|
+US$ 13 mil
|
+499
|
Nova
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
US$ 2 mil
|
–
|
–
|
–
|
|
