|
1
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$63.2M
|
–
|
–
|
–
|
|
|
2
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$10.5M
|
+$10.5M
|
+408,702
|
New
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.93M
|
+$1.74M
|
+67,911
|
+28%
|
|
|
4
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$7.38M
|
+$742K
|
+28,902
|
+11%
|
|
|
5
|
|
$4.65M
|
-$614K
|
-23,909
|
-12%
|
|
|
6
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$4.37M
|
+$81.8K
|
+3,189
|
+2%
|
|
|
7
|
Marathon Asset Management (New York)
New York
|
$2.56M
|
-$642K
|
-25,000
|
-20%
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.1M
|
+$13.2K
|
+515
|
+0.6%
|
|
|
9
|
Simplicity Wealth
Summit,
New Jersey
|
$1.93M
|
+$166K
|
+6,464
|
+9%
|
|
|
10
|
|
$1.6M
|
+$1.61M
|
+62,673
|
New
|
|
|
11
|
&Partners
Nashville,
Tennessee
|
$1.35M
|
+$37.4K
|
+1,457
|
+3%
|
|
|
12
|
Kensington Asset Management
Austin,
Texas
|
$646K
|
-$3.85M
|
-150,000
|
-86%
|
|
|
13
|
CoreCap Advisors
Southfield,
Michigan
|
$535K
|
+$39.1K
|
+1,524
|
+8%
|
|
|
14
|
SigFig Wealth Management
San Francisco,
California
|
$410K
|
+$412K
|
+16,040
|
New
|
|
|
15
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$343K
|
+$56.4K
|
+2,198
|
+20%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$251K
|
+$252K
|
+9,821
|
New
|
|
|
17
|
Sunrise Financial Services
Burien,
Washington
|
$1.99K
|
+$2K
|
+78
|
New
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$684
|
-$322K
|
-12,565
|
-100%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.69M
|
-66,635
|
Closed
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$7.39K
|
-291
|
Closed
|
|
