|
1
|
|
$37M
|
–
|
–
|
–
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.8M
|
+$5.66M
|
+163,861
|
+27%
|
|
|
3
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$9.33M
|
-$2.8M
|
-81,110
|
-23%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$6.63M
|
+$348K
|
+10,072
|
+6%
|
|
|
5
|
CRA Financial Services
Northfield,
New Jersey
|
$5.62M
|
+$51.4K
|
+1,488
|
+0.9%
|
|
|
6
|
Vavra Capital Management
Collegeville,
Pennsylvania
|
$3.44M
|
+$3.42M
|
+98,918
|
New
|
|
|
7
|
Compass Capital Corp
Braintree,
Massachusetts
|
$1.67M
|
+$1.64M
|
+47,383
|
New
|
|
|
8
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.64M
|
+$206K
|
+5,963
|
+14%
|
|
|
9
|
BIP Wealth
Atlanta,
Georgia
|
$1.05M
|
+$1.05M
|
+30,320
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.05M
|
-$516K
|
-14,938
|
-33%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$884K
|
+$541K
|
+15,650
|
+160%
|
|
|
12
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$882K
|
+$156K
|
+4,517
|
+22%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$801K
|
+$796K
|
+23,028
|
New
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$662K
|
+$89.6K
|
+2,592
|
+16%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$422K
|
–
|
–
|
–
|
|
|
16
|
Shade Tree Advisors
Saratoga Springs,
New York
|
$355K
|
+$352K
|
+10,191
|
New
|
|
|
17
|
LPL Financial
San Diego,
California
|
$323K
|
–
|
–
|
–
|
|
|
18
|
Chatterton & Associates
Anaheim,
California
|
$280K
|
+$278K
|
+8,042
|
New
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$125K
|
–
|
–
|
–
|
|
|
20
|
Clearstead Advisors
Cleveland,
Ohio
|
$106K
|
–
|
–
|
–
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
$26.9K
|
+$173
|
+5
|
+0.7%
|
|
|
22
|
CoreCap Advisors
Southfield,
Michigan
|
$17.1K
|
–
|
–
|
–
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$7.55K
|
–
|
–
|
–
|
|
|
24
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$35
|
–
|
–
|
–
|
|
|
25
|
Evolution Wealth Management
Fort Myers,
Florida
|
–
|
-$1.88M
|
-55,069
|
Closed
|
|
