|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$27.1M
|
-$2.69M
|
-110,089
|
-10%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.6M
|
+$13.7M
|
+560,124
|
+5,092,036%
|
|
|
3
|
3EDGE Asset Management
Naples,
Florida
|
$2.37M
|
-$1.48M
|
-60,408
|
-40%
|
|
|
4
|
Potomac Fund Management
Miami,
Florida
|
$1.43M
|
+$375K
|
+15,349
|
+39%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.16M
|
-$176K
|
-7,199
|
-14%
|
|
|
6
|
Strategic Blueprint
Atlanta,
Georgia
|
$1M
|
-$377K
|
-15,432
|
-29%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$852K
|
+$800K
|
+32,744
|
New
|
|
|
8
|
Diversify Wealth Management
Sandy,
Utah
|
$500K
|
+$10.6K
|
+432
|
+2%
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
$203K
|
-$93.7K
|
-3,835
|
-33%
|
|
|
10
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$203K
|
-$93.7K
|
-3,835
|
-33%
|
|
|
11
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$68.7K
|
+$64.5K
|
+2,640
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$18.9K
|
+$11.2K
|
+457
|
+169%
|
|
|
13
|
|
$4.68K
|
+$4.4K
|
+180
|
New
|
|
|
14
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
–
|
-$1.53M
|
-63,229
|
Closed
|
|
|
15
|
Atria Wealth Solutions
New York
|
–
|
-$1.46M
|
-60,284
|
Closed
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$421K
|
-17,360
|
Closed
|
|
|
17
|
Coldstream Capital Management
Bellevue,
Washington
|
–
|
-$58.5K
|
-2,409
|
Closed
|
|
|
18
|
AssetMark Inc
Concord,
California
|
–
|
-$8.13K
|
-335
|
Closed
|
|
