|
1
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$67M
|
+$16.8M
|
+591,314
|
+34%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.67M
|
+$1.28M
|
+44,970
|
+18%
|
|
|
3
|
Hilltop Holdings
Dallas,
Texas
|
$8.17M
|
+$127K
|
+4,451
|
+2%
|
|
|
4
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$7.3M
|
+$7.17M
|
+251,984
|
New
|
|
|
5
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$4.71M
|
+$21.3K
|
+748
|
+0.5%
|
|
|
6
|
Cetera Advisor Networks
El Segundo,
California
|
$4.12M
|
+$165K
|
+5,790
|
+4%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.94M
|
+$957K
|
+33,666
|
+50%
|
|
|
8
|
Integrated Advisors Network
Dallas,
Texas
|
$2.11M
|
-$97.8K
|
-3,440
|
-5%
|
|
|
9
|
Legacy Wealth Partners (California)
Calabasas,
California
|
$1.51M
|
+$190K
|
+6,688
|
+15%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$741K
|
+$726K
|
+25,548
|
New
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$689K
|
+$676K
|
+23,774
|
New
|
|
|
12
|
Steward Partners Investment Advisory
New York
|
$666K
|
+$427K
|
+15,030
|
+189%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$349K
|
-$306K
|
-10,768
|
-47%
|
|
|
14
|
Tidal Investments
Milwaukee,
Wisconsin
|
$215K
|
-$626
|
-22
|
-0.3%
|
|
|
15
|
Strategic Blueprint
Atlanta,
Georgia
|
$214K
|
+$210K
|
+7,396
|
New
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$201K
|
+$6.57K
|
+231
|
+3%
|
|
|
17
|
Rockefeller Capital Management
New York
|
$74K
|
-$142K
|
-5,011
|
-66%
|
|
|
18
|
American Portfolios Advisors
Holbrook,
New York
|
$319
|
–
|
–
|
–
|
|
|
19
|
Financial Advisory Group
Houston,
Texas
|
–
|
-$261K
|
-9,108
|
Closed
|
|
|
20
|
Black Swift Group
Boulder,
Colorado
|
–
|
-$192K
|
-6,694
|
Closed
|
|
