|
1
|
Franklin Resources
San Mateo,
California
|
$42.4M
|
-$17M
|
-764,525
|
-29%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$22.4M
|
-$19.4M
|
-870,712
|
-47%
|
|
|
3
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$22.4M
|
-$19.4M
|
-870,712
|
-47%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.23M
|
+$9.14M
|
+410,182
|
New
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.2M
|
+$2.17M
|
+97,632
|
New
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$1.25M
|
+$1.24M
|
+55,737
|
New
|
|
|
7
|
|
$585K
|
-$4.34M
|
-194,655
|
-88%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$380K
|
-$2.2M
|
-98,785
|
-85%
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$254K
|
+$36.2K
|
+1,625
|
+17%
|
|
|
10
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$208K
|
+$206K
|
+9,240
|
New
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$96.2K
|
-$3.16K
|
-142
|
-3%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7K
|
–
|
–
|
–
|
|
|
13
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$3K
|
+$2.9K
|
+130
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$1.03K
|
+$156
|
+7
|
+18%
|
|
|
15
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$720
|
+$713
|
+32
|
New
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$630
|
+$624
|
+28
|
New
|
|
|
17
|
Versant Capital Management
Phoenix,
Arizona
|
$248
|
+$245
|
+11
|
New
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$146K
|
-6,680
|
Closed
|
|
|
19
|
ICA Group Wealth Management
Denver,
Colorado
|
–
|
-$1.05K
|
-48
|
Closed
|
|
|
20
|
WealthPLAN Partners
Omaha,
Nebraska
|
–
|
-$262
|
-12
|
Closed
|
|
|
21
|
Fiduciary Alliance
Greenville,
South Carolina
|
–
|
-$66
|
-3
|
Closed
|
|
