|
1
|
Jordan Park Group
San Francisco,
California
|
$22.6M
|
-$142K
|
-2,860
|
-0.7%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.8M
|
+$732K
|
+14,747
|
+5%
|
|
|
3
|
Artemis Wealth Advisors
New York
|
$15.4M
|
–
|
–
|
–
|
|
|
4
|
TFC Financial Management
Boston,
Massachusetts
|
$4.91M
|
+$49.4K
|
+995
|
+1%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.21M
|
+$905K
|
+18,239
|
+76%
|
|
|
6
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.21M
|
+$905K
|
+18,239
|
+76%
|
|
|
7
|
3EDGE Asset Management
Naples,
Florida
|
$744K
|
+$427K
|
+8,610
|
+154%
|
|
|
8
|
Smart Portfolios LLC
Seattle,
Washington
|
$548K
|
+$21.1K
|
+425
|
+4%
|
|
|
9
|
Becker Capital Management
Portland,
Oregon
|
$510K
|
–
|
–
|
–
|
|
|
10
|
GTS Securities
Miami,
Florida
|
$437K
|
+$414K
|
+8,344
|
New
|
|
|
11
|
TownSquare Capital
Provo,
Utah
|
$364K
|
+$21.5K
|
+434
|
+7%
|
|
|
12
|
Portside Wealth Group
Provo,
Utah
|
$364K
|
+$345K
|
+6,947
|
New
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$356K
|
+$338K
|
+6,800
|
New
|
|
|
14
|
Bristlecone Advisors
Bellevue,
Washington
|
$305K
|
–
|
–
|
–
|
|
|
15
|
|
$237K
|
+$225K
|
+4,533
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$79K
|
+$74.7K
|
+1,505
|
New
|
|
|
17
|
Albion Financial Group
Salt Lake City,
Utah
|
$32.6K
|
+$30.9K
|
+623
|
New
|
|
|
18
|
TCTC Holdings
Dallas,
Texas
|
$15.6K
|
+$14.8K
|
+299
|
New
|
|
|
19
|
Financial Connections Group
Corte Madera,
California
|
$8K
|
–
|
–
|
–
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$28.7K
|
-576
|
Closed
|
|
