|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.78M
|
+$3.53M
|
+141,156
|
+71%
|
|
|
2
|
First Allied Advisory Services
San Diego,
California
|
$5.85M
|
+$776K
|
+31,029
|
+14%
|
|
|
3
|
Columbus Macro
New Castle,
Pennsylvania
|
$5.45M
|
+$784K
|
+31,323
|
+15%
|
|
|
4
|
IFP Advisors
Tampa,
Florida
|
$4.85M
|
-$1.04M
|
-41,585
|
-17%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.76M
|
-$380K
|
-15,188
|
-11%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.95M
|
+$1.78M
|
+71,162
|
+513%
|
|
|
7
|
Appleton Partners
Boston,
Massachusetts
|
$694K
|
+$756K
|
+30,202
|
New
|
|
|
8
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$571K
|
–
|
–
|
–
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$499K
|
+$543K
|
+21,714
|
New
|
|
|
10
|
Legacy Bridge
West Des Moines,
Iowa
|
$406K
|
+$443K
|
+17,690
|
New
|
|
|
11
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$395K
|
+$430K
|
+17,183
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$258K
|
+$71.6K
|
+2,861
|
+34%
|
|
|
13
|
Global Retirement Partners
San Rafael,
California
|
$174K
|
+$189K
|
+7,560
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$76K
|
+$50.7K
|
+2,028
|
+155%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9K
|
+$10.2K
|
+408
|
New
|
|
|
16
|
Advisory Services Network
Atlanta,
Georgia
|
$1K
|
+$901
|
+36
|
New
|
|
|
17
|
Blue Sky Asset Management
Greenwood Village,
Colorado
|
–
|
-$1.8M
|
-70,662
|
Closed
|
|
|
18
|
|
–
|
-$925K
|
-36,184
|
Closed
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
–
|
-$317K
|
-12,391
|
Closed
|
|
|
20
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
–
|
-$26K
|
-1,000
|
Closed
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
–
|
-$3K
|
-110
|
Closed
|
|
