|
1
|
Franklin Resources
San Mateo,
California
|
$125M
|
-$208K
|
-8,802
|
-0.2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$23.2M
|
+$4.75M
|
+200,833
|
+26%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$19.8M
|
-$1.29M
|
-54,448
|
-6%
|
|
|
4
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$19.8M
|
-$1.29M
|
-54,448
|
-6%
|
|
|
5
|
|
$1.87M
|
+$1.86M
|
+78,539
|
+14,763%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$377K
|
+$377K
|
+15,945
|
New
|
|
|
7
|
Brookstone Capital Management
Wheaton,
Illinois
|
$314K
|
+$312K
|
+13,195
|
New
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$310K
|
+$186K
|
+7,870
|
+150%
|
|
|
9
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$261K
|
+$261K
|
+11,023
|
New
|
|
|
10
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$220K
|
–
|
–
|
–
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$217K
|
-$3.83K
|
-162
|
-2%
|
|
|
12
|
Steward Partners Investment Advisory
New York
|
$72K
|
+$33.4K
|
+1,414
|
+87%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$24K
|
–
|
–
|
–
|
|
|
14
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$13.5K
|
+$13.5K
|
+571
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7K
|
+$780
|
+33
|
+13%
|
|
|
16
|
ICA Group Wealth Management
Denver,
Colorado
|
$2.37K
|
–
|
–
|
–
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$2.08K
|
+$2.08K
|
+88
|
New
|
|
|
18
|
Versant Capital Management
Phoenix,
Arizona
|
$521
|
–
|
–
|
–
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$1.88M
|
-78,371
|
Closed
|
|
|
20
|
|
–
|
-$1.27M
|
-52,973
|
Closed
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$625K
|
-26,105
|
Closed
|
|
|
22
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$382K
|
-15,927
|
Closed
|
|
|
23
|
ClearBridge Investments
New York
|
–
|
-$214K
|
-8,953
|
Closed
|
|
|
24
|
MV Capital Management
Bethesda,
Maryland
|
–
|
-$4.41K
|
-184
|
Closed
|
|
