|
1
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$62.6M
|
–
|
–
|
–
|
|
|
2
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$6.58M
|
-$1.9M
|
-73,905
|
-22%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.14M
|
+$1.42M
|
+55,186
|
+29%
|
|
|
4
|
|
$5.16M
|
-$535K
|
-20,768
|
-9%
|
|
|
5
|
Kensington Asset Management
Austin,
Texas
|
$4.44M
|
+$5.28K
|
+205
|
+0.1%
|
|
|
6
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$4.25M
|
+$308K
|
+11,965
|
+8%
|
|
|
7
|
Marathon Asset Management (New York)
New York
|
$3.17M
|
–
|
–
|
–
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.06M
|
+$43K
|
+1,668
|
+2%
|
|
|
9
|
Simplicity Wealth
Summit,
New Jersey
|
$1.75M
|
+$389K
|
+15,088
|
+28%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$1.69M
|
+$1.72M
|
+66,635
|
New
|
|
|
11
|
&Partners
Nashville,
Tennessee
|
$1.29M
|
+$1.31M
|
+50,844
|
New
|
|
|
12
|
CoreCap Advisors
Southfield,
Michigan
|
$492K
|
+$110K
|
+4,260
|
+28%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$319K
|
+$314K
|
+12,195
|
+3,072%
|
|
|
14
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$285K
|
+$289K
|
+11,236
|
New
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$47.3K
|
–
|
–
|
–
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.39K
|
-$4.07K
|
-158
|
-35%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
–
|
-$2.3K
|
-89
|
Closed
|
|
