|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$52.4M
|
+$475K
|
+8,224
|
+1%
|
|
|
2
|
MML Investors Services
Springfield,
Massachusetts
|
$3.11M
|
+$590K
|
+10,212
|
+25%
|
|
|
3
|
Peak Planning Group
Centennial,
Colorado
|
$1.81M
|
+$1.17M
|
+20,282
|
+218%
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$690K
|
-$26K
|
-450
|
-4%
|
|
|
5
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$690K
|
-$26K
|
-450
|
-4%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$545K
|
+$194K
|
+3,358
|
+61%
|
|
|
7
|
Sunpointe
St. Louis,
Missouri
|
$360K
|
+$339K
|
+5,872
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$254K
|
+$240K
|
+4,147
|
New
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$240K
|
+$16.8K
|
+291
|
+8%
|
|
|
10
|
Addison Advisors
Middlebury,
Vermont
|
$164K
|
–
|
–
|
–
|
|
|
11
|
Harbour Investments
Madison,
Wisconsin
|
$51K
|
+$48K
|
+831
|
New
|
|
|
12
|
WealthShield Partners
Cary,
North Carolina
|
$9.02K
|
–
|
–
|
–
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
–
|
-$2.28M
|
-39,913
|
Closed
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$31.6K
|
-554
|
Closed
|
|
