|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.3M
|
+$374K
|
+20,671
|
+3%
|
|
|
2
|
Park Avenue Securities
New York
|
$10.6M
|
-$376K
|
-20,742
|
-3%
|
|
|
3
|
Schiavi & Co
Wilmington,
Delaware
|
$9.81M
|
+$2.52M
|
+139,272
|
+31%
|
|
|
4
|
|
$3.93M
|
+$3.68M
|
+203,035
|
+597%
|
|
|
5
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$3.78M
|
+$54.7K
|
+3,022
|
+1%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.73M
|
-$193K
|
-10,666
|
-5%
|
|
|
7
|
L.J. Altfest & Co
New York
|
$1.68M
|
+$1.49M
|
+82,515
|
+431%
|
|
|
8
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$1.3M
|
-$759K
|
-41,916
|
-35%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.28M
|
+$1.4M
|
+77,293
|
New
|
|
|
10
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.11M
|
+$369K
|
+20,365
|
+43%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$763K
|
+$834K
|
+46,052
|
New
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$530K
|
-$23.6K
|
-1,301
|
-4%
|
|
|
13
|
Flow Traders U.S.
New York
|
$350K
|
+$382K
|
+21,114
|
New
|
|
|
14
|
Cetera Advisors
Denver,
Colorado
|
$324K
|
-$3.21M
|
-177,337
|
-90%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$324K
|
-$285K
|
-15,719
|
-45%
|
|
|
16
|
|
$251K
|
+$275K
|
+15,171
|
New
|
|
|
17
|
Atria Wealth Solutions
New York
|
$238K
|
+$489
|
+27
|
+0.2%
|
|
|
18
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$208K
|
-$27.2K
|
-1,505
|
-11%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$145K
|
-$32.3K
|
-1,782
|
-17%
|
|
|
20
|
Asset Dedication LLC
San Francisco,
California
|
$52K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$47K
|
+$51.6K
|
+2,852
|
New
|
|
|
22
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$36K
|
–
|
–
|
–
|
|
|
23
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$6K
|
–
|
–
|
–
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$3K
|
–
|
–
|
–
|
|
|
25
|
Baystate Wealth Management
Boston,
Massachusetts
|
$3K
|
+$36
|
+2
|
+1%
|
|
