|
1
|
Freedom Investment Management
Hartford,
Connecticut
|
$19.7M
|
+$18.7M
|
+854,208
|
New
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.43M
|
-$90.3K
|
-4,136
|
-6%
|
|
|
3
|
ORG Partners
Roanoke,
Indiana
|
$708K
|
+$4.37K
|
+200
|
+0.7%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$499K
|
+$213K
|
+9,772
|
+82%
|
|
|
5
|
GTS Securities
Miami,
Florida
|
$468K
|
+$444K
|
+20,308
|
New
|
|
|
6
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$265K
|
+$3.93K
|
+180
|
+2%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$55K
|
–
|
–
|
–
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$37.4K
|
+$35.4K
|
+1,623
|
New
|
|
|
9
|
Global Retirement Partners
San Rafael,
California
|
$33.1K
|
–
|
–
|
–
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$29K
|
-$140K
|
-6,412
|
-84%
|
|
|
11
|
Geneos Wealth Management
Englewood,
Colorado
|
$6.92K
|
–
|
–
|
–
|
|
|
12
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$5.6K
|
–
|
–
|
–
|
|
|
13
|
Tucker Asset Management
Littleton,
Colorado
|
$5K
|
–
|
–
|
–
|
|
|
14
|
EPG Wealth Management
Atlanta,
Georgia
|
$3.01K
|
–
|
–
|
–
|
|
|
15
|
3D/L Capital Management
Hartford,
Connecticut
|
–
|
-$17.8M
|
-835,639
|
Closed
|
|
|
16
|
Strategic Investment Solutions
Orland Park,
Illinois
|
–
|
-$141K
|
-6,300
|
Closed
|
|
