|
1
|
|
$72.7M
|
-$11.3M
|
-457,064
|
-14%
|
|
|
2
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$23.6M
|
+$13.1M
|
+532,567
|
+127%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$21.9M
|
-$1.75M
|
-71,139
|
-7%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.9M
|
-$9.18M
|
-372,304
|
-33%
|
|
|
5
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$12.6M
|
+$2.26M
|
+91,870
|
+22%
|
|
|
6
|
Intelligence Driven Advisers
Carlsbad,
California
|
$12.6M
|
+$3.26M
|
+132,349
|
+35%
|
|
|
7
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$4.22M
|
+$250K
|
+10,125
|
+6%
|
|
|
8
|
|
$2.22M
|
+$9.86K
|
+400
|
+0.4%
|
|
|
9
|
Appleton Partners
Boston,
Massachusetts
|
$1.77M
|
+$111K
|
+4,510
|
+7%
|
|
|
10
|
First Allied Advisory Services
San Diego,
California
|
$1.64M
|
+$4.24K
|
+172
|
+0.3%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$1.21M
|
+$61.7K
|
+2,503
|
+5%
|
|
|
12
|
Accuvest Global Advisors
Provo,
Utah
|
$1.06M
|
–
|
–
|
–
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$865K
|
-$43.1K
|
-1,750
|
-5%
|
|
|
14
|
Level Four Advisory Services
Dallas,
Texas
|
$575K
|
-$290K
|
-11,768
|
-34%
|
|
|
15
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$510K
|
-$22.8K
|
-924
|
-4%
|
|
|
16
|
|
$451K
|
-$1.81M
|
-73,397
|
-80%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$418K
|
-$1.56M
|
-63,188
|
-79%
|
|
|
18
|
Frontier Wealth Management
Kansas City,
Missouri
|
$360K
|
-$131K
|
-5,330
|
-27%
|
|
|
19
|
CX Institutional
Auburn,
Indiana
|
$284K
|
+$207K
|
+8,417
|
+281%
|
|
|
20
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$227K
|
+$715
|
+29
|
+0.3%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$151K
|
+$150K
|
+6,080
|
New
|
|
|
22
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$121K
|
-$5.03K
|
-204
|
-4%
|
|
|
23
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$101K
|
+$101K
|
+4,082
|
New
|
|
|
24
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$70K
|
+$19.7K
|
+800
|
+40%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$2.14M
|
-89,176
|
Closed
|
|
