|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.3M
|
+$3.41M
|
+137,779
|
+18%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$19.7M
|
+$285K
|
+11,505
|
+1%
|
|
|
3
|
|
$14.3M
|
-$4.46M
|
-180,359
|
-23%
|
|
|
4
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$4.34M
|
+$54.2K
|
+2,189
|
+1%
|
|
|
5
|
Intelligence Driven Advisers
Carlsbad,
California
|
$4.26M
|
-$1.25M
|
-50,354
|
-22%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$3.11M
|
+$3.26M
|
+131,959
|
New
|
|
|
7
|
Equitable Holdings
New York
|
$2.15M
|
+$2.25M
|
+90,840
|
New
|
|
|
8
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$2.11M
|
–
|
–
|
–
|
|
|
9
|
Appleton Partners
Boston,
Massachusetts
|
$1.82M
|
+$10.8K
|
+438
|
+0.6%
|
|
|
10
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$1.77M
|
-$349K
|
-14,094
|
-16%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.39M
|
-$17.3K
|
-701
|
-1%
|
|
|
12
|
|
$841K
|
+$377K
|
+15,255
|
+75%
|
|
|
13
|
CX Institutional
Auburn,
Indiana
|
$559K
|
-$2.55K
|
-103
|
-0.4%
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$501K
|
-$57.6K
|
-2,327
|
-10%
|
|
|
15
|
First Allied Advisory Services
San Diego,
California
|
$477K
|
-$810K
|
-32,753
|
-62%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$396K
|
+$415K
|
+16,777
|
New
|
|
|
17
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$341K
|
+$358K
|
+14,464
|
New
|
|
|
18
|
CreativeOne Wealth
Overland Park,
Kansas
|
$327K
|
+$24.5K
|
+992
|
+8%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$312K
|
-$43.9K
|
-1,776
|
-12%
|
|
|
20
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$312K
|
+$34.4K
|
+1,390
|
+12%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$273K
|
+$35.9K
|
+1,452
|
+14%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$219K
|
+$230K
|
+9,277
|
New
|
|
|
23
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$141K
|
+$141K
|
+5,693
|
+2,173%
|
|
|
24
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$66K
|
–
|
–
|
–
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$53K
|
+$55.2K
|
+2,233
|
New
|
|
