|
1
|
Franklin Resources
San Mateo,
California
|
$126M
|
+$17.4M
|
+752,367
|
+17%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$21.3M
|
-$2.97M
|
-128,722
|
-13%
|
|
|
3
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$21.3M
|
-$2.97M
|
-128,722
|
-13%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$18.7M
|
+$5.05M
|
+218,479
|
+39%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.88M
|
-$107K
|
-4,652
|
-6%
|
|
|
6
|
|
$1.27M
|
+$1.22M
|
+52,973
|
New
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$625K
|
+$603K
|
+26,105
|
New
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$382K
|
+$3.77K
|
+163
|
+1%
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$223K
|
+$216K
|
+9,326
|
New
|
|
|
10
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$223K
|
–
|
–
|
–
|
|
|
11
|
ClearBridge Investments
New York
|
$214K
|
+$207K
|
+8,953
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$126K
|
+$21.5K
|
+932
|
+22%
|
|
|
13
|
Steward Partners Investment Advisory
New York
|
$39K
|
+$37.6K
|
+1,629
|
New
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$24K
|
-$2.22K
|
-96
|
-9%
|
|
|
15
|
|
$12.8K
|
+$12.3K
|
+532
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6K
|
-$1.92K
|
-83
|
-25%
|
|
|
17
|
MV Capital Management
Bethesda,
Maryland
|
$4.41K
|
+$4.25K
|
+184
|
New
|
|
|
18
|
ICA Group Wealth Management
Denver,
Colorado
|
$2.4K
|
–
|
–
|
–
|
|
|
19
|
Versant Capital Management
Phoenix,
Arizona
|
$527
|
–
|
–
|
–
|
|
|
20
|
|
–
|
-$220K
|
-10,171
|
Closed
|
|
|
21
|
Silver Oak Securities
Jackson,
Tennessee
|
–
|
-$126K
|
-5,829
|
Closed
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$16.6K
|
-767
|
Closed
|
|
|
23
|
Harbour Investments
Madison,
Wisconsin
|
–
|
-$606
|
-28
|
Closed
|
|
