|
1
|
|
$20.3M
|
+$277K
|
+10,887
|
+1%
|
|
|
2
|
Pine Grove Financial Group
Woodbury,
Minnesota
|
$20.1M
|
+$315K
|
+12,379
|
+2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.1M
|
-$1.18M
|
-46,252
|
-10%
|
|
|
4
|
Frontier Asset Management
Sheridan,
Wyoming
|
$7.76M
|
-$736K
|
-28,983
|
-9%
|
|
|
5
|
Arete Wealth Advisors
Chicago,
Illinois
|
$994K
|
-$53.6K
|
-2,110
|
-5%
|
|
|
6
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$744K
|
-$81.7K
|
-3,216
|
-10%
|
|
|
7
|
CoreCap Advisors
Southfield,
Michigan
|
$285K
|
-$3.71K
|
-146
|
-1%
|
|
|
8
|
Principal Securities
Des Moines,
Iowa
|
$200K
|
+$201K
|
+7,930
|
New
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$20.6K
|
–
|
–
|
–
|
|
|
10
|
Rockefeller Capital Management
New York
|
$4.29K
|
+$4.32K
|
+170
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$3.71K
|
+$3.73K
|
+147
|
New
|
|
|
12
|
Global Retirement Partners
San Rafael,
California
|
$1.75K
|
+$1.75K
|
+69
|
New
|
|
|
13
|
AmeriFlex Group
Las Vegas,
Nevada
|
$834
|
–
|
–
|
–
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
–
|
-$809K
|
-31,909
|
Closed
|
|
|
15
|
|
–
|
-$54.6K
|
-2,153
|
Closed
|
|
