|
1
|
|
$97.7M
|
+$11K
|
+428
|
+0%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$25.3M
|
+$9.33M
|
+362,423
|
+57%
|
|
|
3
|
Spinnaker Trust
Portland,
Maine
|
$9.28M
|
+$479K
|
+18,581
|
+5%
|
|
|
4
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$3.13M
|
+$3.18M
|
+123,599
|
New
|
|
|
5
|
Level Four Advisory Services
Dallas,
Texas
|
$2.84M
|
+$2.27M
|
+88,266
|
+366%
|
|
|
6
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.83M
|
+$2.25M
|
+87,323
|
+349%
|
|
|
7
|
|
$2.09M
|
+$90.4K
|
+3,510
|
+4%
|
|
|
8
|
Appleton Partners
Boston,
Massachusetts
|
$1.58M
|
+$141K
|
+5,475
|
+10%
|
|
|
9
|
|
$1.03M
|
+$1.05M
|
+40,926
|
New
|
|
|
10
|
Premise Capital
Naperville,
Illinois
|
$979K
|
-$62.9K
|
-2,442
|
-6%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$827K
|
+$182K
|
+7,079
|
+27%
|
|
|
12
|
|
$484K
|
+$493K
|
+19,135
|
New
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$452K
|
+$460K
|
+17,870
|
New
|
|
|
14
|
LPL Financial
San Diego,
California
|
$306K
|
-$77.2K
|
-2,996
|
-20%
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$102K
|
+$91.1K
|
+3,536
|
+709%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$72K
|
+$73.7K
|
+2,860
|
New
|
|
|
17
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$51K
|
–
|
–
|
–
|
|
|
18
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$23K
|
+$9.89K
|
+384
|
+73%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
–
|
–
|
–
|
|
|
20
|
Highland Private Wealth Management
Bellevue,
Washington
|
–
|
-$8.09M
|
-309,275
|
Closed
|
|
|
21
|
WealthPLAN Partners
Omaha,
Nebraska
|
–
|
-$1.02M
|
-38,957
|
Closed
|
|
|
22
|
Crabel Capital Management
Los Angeles,
California
|
–
|
-$219K
|
-8,367
|
Closed
|
|
