|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.8M
|
-$337K
|
-15,188
|
-2%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$15.3M
|
-$641K
|
-28,847
|
-3%
|
|
|
3
|
|
$5.45M
|
-$7.08M
|
-318,863
|
-53%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$2.8M
|
+$365K
|
+16,446
|
+12%
|
|
|
5
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$2.64M
|
-$988K
|
-44,480
|
-24%
|
|
|
6
|
Equitable Holdings
New York
|
$1.79M
|
+$77.7K
|
+3,500
|
+4%
|
|
|
7
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$1.69M
|
–
|
–
|
–
|
|
|
8
|
Intelligence Driven Advisers
Carlsbad,
California
|
$1.62M
|
-$2.1M
|
-94,683
|
-53%
|
|
|
9
|
Appleton Partners
Boston,
Massachusetts
|
$1.44M
|
-$19.6K
|
-882
|
-1%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.22M
|
+$124K
|
+5,570
|
+9%
|
|
|
11
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.09M
|
+$1.28M
|
+57,776
|
New
|
|
|
12
|
CX Institutional
Auburn,
Indiana
|
$678K
|
+$269K
|
+12,095
|
+51%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$618K
|
+$723K
|
+32,584
|
New
|
|
|
14
|
First Allied Advisory Services
San Diego,
California
|
$382K
|
-$1.75K
|
-79
|
-0.4%
|
|
|
15
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$338K
|
+$103K
|
+4,636
|
+35%
|
|
|
16
|
|
$309K
|
-$428K
|
-19,281
|
-54%
|
|
|
17
|
CreativeOne Wealth
Overland Park,
Kansas
|
$303K
|
+$48.2K
|
+2,172
|
+16%
|
|
|
18
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$235K
|
-$45.9K
|
-2,068
|
-14%
|
|
|
19
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$112K
|
-$1.44K
|
-65
|
-1%
|
|
|
20
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$53K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$12K
|
-$13.3K
|
-599
|
-48%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$9K
|
-$39.1K
|
-1,761
|
-79%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2K
|
-$254K
|
-11,453
|
-99%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2K
|
-$1.42K
|
-64
|
-42%
|
|
|
25
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
–
|
-$1.77M
|
-75,009
|
Closed
|
|
