|
1
|
3D/L Capital Management
Hartford,
Connecticut
|
$17.8M
|
-$730K
|
-32,632
|
-4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.41M
|
-$284K
|
-12,677
|
-16%
|
|
|
3
|
ORG Partners
Roanoke,
Indiana
|
$648K
|
+$683K
|
+30,511
|
New
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$252K
|
+$266K
|
+11,863
|
New
|
|
|
5
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$240K
|
+$253K
|
+11,301
|
New
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$163K
|
-$86.2K
|
-3,852
|
-33%
|
|
|
7
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$141K
|
+$139K
|
+6,200
|
+6,200%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$51K
|
–
|
–
|
–
|
|
|
9
|
Global Retirement Partners
San Rafael,
California
|
$30.7K
|
–
|
–
|
–
|
|
|
10
|
Geneos Wealth Management
Englewood,
Colorado
|
$6.38K
|
–
|
–
|
–
|
|
|
11
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$5.16K
|
–
|
–
|
–
|
|
|
12
|
Tucker Asset Management
Littleton,
Colorado
|
$4.61K
|
+$4.86K
|
+217
|
New
|
|
|
13
|
EPG Wealth Management
Atlanta,
Georgia
|
$2.85K
|
–
|
–
|
–
|
|
|
14
|
GTS Securities
Miami,
Florida
|
–
|
-$471K
|
-20,836
|
Closed
|
|
