|
1
|
|
$23.9M
|
-$5.76M
|
-170,296
|
-20%
|
|
|
2
|
Pine Grove Financial Group
Woodbury,
Minnesota
|
$23.7M
|
-$5.79M
|
-171,182
|
-20%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$11M
|
-$3.34M
|
-98,860
|
-24%
|
|
|
4
|
Frontier Asset Management
Sheridan,
Wyoming
|
$10.8M
|
-$3.28M
|
-97,153
|
-24%
|
|
|
5
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.1M
|
-$346K
|
-10,235
|
-24%
|
|
|
6
|
|
$365K
|
-$302K
|
-8,937
|
-46%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$337K
|
-$37.1K
|
-1,098
|
-10%
|
|
|
8
|
Urban Wealth Management
El Segundo,
California
|
$314K
|
-$61.7K
|
-1,824
|
-17%
|
|
|
9
|
Strategic Blueprint
Atlanta,
Georgia
|
$203K
|
-$33K
|
-977
|
-14%
|
|
|
10
|
CoreCap Advisors
Southfield,
Michigan
|
$123K
|
-$98K
|
-2,898
|
-45%
|
|
|
11
|
AmeriFlex Group
Las Vegas,
Nevada
|
$17.4K
|
–
|
–
|
–
|
|
|
12
|
Rockefeller Capital Management
New York
|
$14K
|
+$13.6K
|
+401
|
New
|
|
|
13
|
Global Retirement Partners
San Rafael,
California
|
$13.6K
|
+$13.2K
|
+391
|
New
|
|
|
14
|
|
$9.27K
|
+$8.99K
|
+266
|
New
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$8.89K
|
–
|
–
|
–
|
|
|
16
|
Arete Wealth Advisors
Chicago,
Illinois
|
–
|
-$573K
|
-18,418
|
Closed
|
|
|
17
|
Principal Securities
Des Moines,
Iowa
|
–
|
-$211K
|
-6,760
|
Closed
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
–
|
-$7.91K
|
-254
|
Closed
|
|
