|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$16.8M
|
-887,612
|
Closed
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$15.3M
|
-806,639
|
Closed
|
|
|
3
|
|
–
|
-$5.45M
|
-287,554
|
Closed
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$2.8M
|
-148,405
|
Closed
|
|
|
5
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
–
|
-$2.64M
|
-139,382
|
Closed
|
|
|
6
|
Equitable Holdings
New York
|
–
|
-$1.79M
|
-94,340
|
Closed
|
|
|
7
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
–
|
-$1.69M
|
-89,103
|
Closed
|
|
|
8
|
Intelligence Driven Advisers
Carlsbad,
California
|
–
|
-$1.62M
|
-85,608
|
Closed
|
|
|
9
|
Appleton Partners
Boston,
Massachusetts
|
–
|
-$1.44M
|
-76,014
|
Closed
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.22M
|
-64,499
|
Closed
|
|
|
11
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
–
|
-$1.1M
|
-57,776
|
Closed
|
|
|
12
|
CX Institutional
Auburn,
Indiana
|
–
|
-$678K
|
-35,758
|
Closed
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$618K
|
-32,584
|
Closed
|
|
|
14
|
First Allied Advisory Services
San Diego,
California
|
–
|
-$382K
|
-20,170
|
Closed
|
|
|
15
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
–
|
-$338K
|
-17,844
|
Closed
|
|
|
16
|
|
–
|
-$309K
|
-16,321
|
Closed
|
|
|
17
|
CreativeOne Wealth
Overland Park,
Kansas
|
–
|
-$303K
|
-15,993
|
Closed
|
|
|
18
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
–
|
-$235K
|
-12,396
|
Closed
|
|
|
19
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
–
|
-$112K
|
-5,890
|
Closed
|
|
|
20
|
San Francisco Sentry Investment Group
San Francisco,
California
|
–
|
-$53K
|
-2,800
|
Closed
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
–
|
-$12K
|
-639
|
Closed
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$9K
|
-472
|
Closed
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$2K
|
-99
|
Closed
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$2K
|
-88
|
Closed
|
|
