|
1
|
|
$93.7M
|
-$2.54M
|
-102,001
|
-3%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$24.1M
|
-$1.74M
|
-69,929
|
-7%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.1M
|
+$10.1M
|
+407,500
|
New
|
|
|
4
|
Highland Private Wealth Management
Bellevue,
Washington
|
$8.68M
|
+$134K
|
+5,380
|
+2%
|
|
|
5
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$3.75M
|
+$272K
|
+10,921
|
+8%
|
|
|
6
|
Level Four Advisory Services
Dallas,
Texas
|
$3M
|
-$89K
|
-3,574
|
-3%
|
|
|
7
|
|
$2.2M
|
+$54.8K
|
+2,200
|
+3%
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.98M
|
-$816K
|
-32,756
|
-29%
|
|
|
9
|
Appleton Partners
Boston,
Massachusetts
|
$1.66M
|
+$8.59K
|
+345
|
+0.5%
|
|
|
10
|
|
$1.3M
|
+$1.3M
|
+52,293
|
New
|
|
|
11
|
First Allied Advisory Services
San Diego,
California
|
$1.16M
|
+$57.5K
|
+2,309
|
+5%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$1.12M
|
+$284K
|
+11,405
|
+33%
|
|
|
13
|
Accuvest Global Advisors
Provo,
Utah
|
$1.06M
|
–
|
–
|
–
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.05M
|
+$1.05M
|
+42,170
|
New
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$748K
|
-$134K
|
-5,387
|
-15%
|
|
|
16
|
Frontier Wealth Management
Kansas City,
Missouri
|
$432K
|
+$432K
|
+17,350
|
New
|
|
|
17
|
Premise Capital
Naperville,
Illinois
|
$337K
|
+$29.5K
|
+1,186
|
+3%
|
|
|
18
|
CX Institutional
Auburn,
Indiana
|
$160K
|
+$108K
|
+4,335
|
+207%
|
|
|
19
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$50K
|
–
|
–
|
–
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$37K
|
-$35.4K
|
-1,421
|
-49%
|
|
|
21
|
|
$18K
|
+$17.9K
|
+720
|
New
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3K
|
–
|
–
|
–
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
–
|
–
|
–
|
|
|
24
|
Spinnaker Trust
Portland,
Maine
|
–
|
-$9.6M
|
-384,315
|
Closed
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
–
|
-$648K
|
-25,878
|
Closed
|
|
