|
1
|
&Partners
Nashville,
Tennessee
|
$59.5M
|
+$12.2M
|
+235,837
|
+26%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$57.1M
|
+$9.97M
|
+192,940
|
+22%
|
|
|
3
|
|
$31M
|
-$2.49M
|
-48,124
|
-8%
|
|
|
4
|
Coign Capital Advisors
Draper,
Utah
|
$3.94M
|
+$2.02M
|
+39,001
|
+108%
|
|
|
5
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.1M
|
+$3.05M
|
+58,980
|
New
|
|
|
6
|
SK Wealth Management
Providence,
Rhode Island
|
$1.14M
|
+$1.12M
|
+21,744
|
New
|
|
|
7
|
|
$633K
|
-$3.22M
|
-62,270
|
-84%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$561K
|
+$553K
|
+10,695
|
New
|
|
|
9
|
Flow Traders U.S.
New York
|
$425K
|
+$419K
|
+8,103
|
New
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$364K
|
+$359K
|
+6,944
|
New
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$334K
|
-$323K
|
-6,245
|
-50%
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$246K
|
+$25.1K
|
+485
|
+12%
|
|
|
13
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$223K
|
+$219K
|
+4,241
|
New
|
|
|
14
|
Creative Financial Designs
Kokomo,
Indiana
|
$147K
|
–
|
–
|
–
|
|
|
15
|
Clear Investment Research
Alpharetta,
Georgia
|
$135K
|
+$133K
|
+2,580
|
New
|
|
|
16
|
Comerica Bank
Dallas,
Texas
|
$70K
|
+$12.6K
|
+244
|
+22%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.6K
|
–
|
–
|
–
|
|
|
18
|
Global Retirement Partners
San Rafael,
California
|
$2.65K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$1.63K
|
-$57.5K
|
-1,112
|
-97%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
–
|
-$256K
|
-4,995
|
Closed
|
|
|
21
|
Landmark Wealth Management (New York)
Melville,
New York
|
–
|
-$234K
|
-4,562
|
Closed
|
|
