|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.67M
|
-$4.59M
|
-176,222
|
-33%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.15M
|
+$342K
|
+13,129
|
+5%
|
|
|
3
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.39M
|
-$77.6K
|
-2,980
|
-1%
|
|
|
4
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$3.4M
|
+$3.31M
|
+127,042
|
New
|
|
|
5
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.15M
|
+$73.2K
|
+2,812
|
+4%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.71M
|
-$461K
|
-17,723
|
-22%
|
|
|
7
|
Hilltop Holdings
Dallas,
Texas
|
$1.66M
|
-$41K
|
-1,575
|
-2%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.23M
|
-$479K
|
-18,412
|
-29%
|
|
|
9
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.06M
|
-$46.8K
|
-1,799
|
-4%
|
|
|
10
|
GeoWealth Management
Chicago,
Illinois
|
$921K
|
+$506K
|
+19,423
|
+129%
|
|
|
11
|
&Partners
Nashville,
Tennessee
|
$688K
|
+$21.5K
|
+825
|
+3%
|
|
|
12
|
Integrated Advisors Network
Dallas,
Texas
|
$575K
|
-$155K
|
-5,963
|
-22%
|
|
|
13
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$319K
|
-$1.42M
|
-54,456
|
-82%
|
|
|
14
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$319K
|
-$1.42M
|
-54,456
|
-82%
|
|
|
15
|
Waddell & Associates
Memphis,
Tennessee
|
$254K
|
–
|
–
|
–
|
|
|
16
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$233K
|
-$22.6K
|
-869
|
-9%
|
|
|
17
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$133K
|
+$1.25K
|
+48
|
+1%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$120K
|
-$208
|
-8
|
-0.2%
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$77.6K
|
–
|
–
|
–
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$63.9K
|
+$703
|
+27
|
+1%
|
|
|
21
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$6.69K
|
–
|
–
|
–
|
|
|
22
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$5.83K
|
–
|
–
|
–
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$3.45K
|
-$1.75K
|
-67
|
-34%
|
|
|
24
|
Dunhill Financial
London,
United Kingdom
|
$3.25K
|
+$5.99K
|
+230
|
New
|
|
|
25
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$3.16K
|
–
|
–
|
–
|
|
