|
1
|
Franklin Resources
San Mateo,
California
|
$98M
|
+$59.2M
|
+2,645,955
|
+141%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$22.4M
|
+$530K
|
+23,705
|
+2%
|
|
|
3
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$22.4M
|
+$530K
|
+23,705
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$12.2M
|
+$12.6M
|
+563,028
|
New
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.8M
|
-$327K
|
-14,609
|
-15%
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$341K
|
+$100K
|
+4,491
|
+40%
|
|
|
7
|
|
$220K
|
+$227K
|
+10,171
|
New
|
|
|
8
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$201K
|
+$1.23K
|
+55
|
+0.6%
|
|
|
9
|
Silver Oak Securities
Jackson,
Tennessee
|
$126K
|
+$130K
|
+5,829
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$93.3K
|
+$738
|
+33
|
+0.8%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$24K
|
+$24.4K
|
+1,092
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$16.6K
|
+$16.1K
|
+721
|
+1,567%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7K
|
–
|
–
|
–
|
|
|
14
|
ICA Group Wealth Management
Denver,
Colorado
|
$2.17K
|
+$2.24K
|
+100
|
New
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
$606
|
–
|
–
|
–
|
|
|
16
|
Versant Capital Management
Phoenix,
Arizona
|
$476
|
+$246
|
+11
|
+100%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
–
|
-$9.23M
|
-410,182
|
Closed
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.25M
|
-55,737
|
Closed
|
|
|
19
|
|
–
|
-$585K
|
-25,990
|
Closed
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$380K
|
-16,901
|
Closed
|
|
|
21
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
–
|
-$3K
|
-130
|
Closed
|
|
|
22
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
–
|
-$720
|
-32
|
Closed
|
|
