|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$20.6M
|
-$1.52M
|
-61,726
|
-7%
|
|
|
2
|
|
$19.6M
|
-$21.8M
|
-887,424
|
-53%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.1M
|
+$851K
|
+34,640
|
+5%
|
|
|
4
|
Intelligence Driven Advisers
Carlsbad,
California
|
$5.75M
|
-$2.14M
|
-87,066
|
-27%
|
|
|
5
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$4.53M
|
+$170K
|
+6,904
|
+4%
|
|
|
6
|
|
$2.26M
|
–
|
–
|
–
|
|
|
7
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$2.22M
|
-$21.2M
|
-862,543
|
-91%
|
|
|
8
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$2.22M
|
+$2.19M
|
+89,103
|
New
|
|
|
9
|
Appleton Partners
Boston,
Massachusetts
|
$1.91M
|
+$32.9K
|
+1,340
|
+2%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.49M
|
+$222K
|
+9,041
|
+18%
|
|
|
11
|
First Allied Advisory Services
San Diego,
California
|
$1.33M
|
+$15.5K
|
+633
|
+1%
|
|
|
12
|
CX Institutional
Auburn,
Indiana
|
$593K
|
+$21.8K
|
+886
|
+4%
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$586K
|
-$90.4K
|
-3,679
|
-14%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$566K
|
+$53K
|
+2,159
|
+11%
|
|
|
15
|
|
$508K
|
-$459K
|
-18,669
|
-48%
|
|
|
16
|
GeoWealth Management
Chicago,
Illinois
|
$416K
|
+$410K
|
+16,684
|
New
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$374K
|
-$25.1K
|
-1,023
|
-6%
|
|
|
18
|
BB&T Securities
Richmond,
Virginia
|
$333K
|
+$63.8K
|
+2,598
|
+24%
|
|
|
19
|
CreativeOne Wealth
Overland Park,
Kansas
|
$320K
|
+$44.4K
|
+1,809
|
+16%
|
|
|
20
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$295K
|
+$37.3K
|
+1,519
|
+15%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$252K
|
-$9.55K
|
-389
|
-4%
|
|
|
22
|
Frontier Wealth Management
Kansas City,
Missouri
|
$209K
|
-$118K
|
-4,823
|
-37%
|
|
|
23
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$70K
|
–
|
–
|
–
|
|
|
24
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$7K
|
-$133K
|
-5,401
|
-95%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$1.24M
|
-50,820
|
Closed
|
|
