|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$35.4M
|
+$18.5M
|
+351,255
|
+103%
|
|
|
2
|
Jordan Park Group
San Francisco,
California
|
$21.9M
|
-$252K
|
-4,787
|
-1%
|
|
|
3
|
Artemis Wealth Advisors
New York
|
$15.2M
|
–
|
–
|
–
|
|
|
4
|
TFC Financial Management
Boston,
Massachusetts
|
$4.63M
|
-$173K
|
-3,285
|
-4%
|
|
|
5
|
Signify Wealth
Saint Louis,
Missouri
|
$2.4M
|
+$2.46M
|
+46,827
|
New
|
|
|
6
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.71M
|
+$1.73M
|
+32,808
|
+5,266%
|
|
|
7
|
GTS Securities
Miami,
Florida
|
$1.61M
|
+$1.22M
|
+23,105
|
+277%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.23M
|
-$958K
|
-18,215
|
-43%
|
|
|
9
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.23M
|
-$958K
|
-18,215
|
-43%
|
|
|
10
|
3EDGE Asset Management
Naples,
Florida
|
$1.21M
|
+$521K
|
+9,915
|
+70%
|
|
|
11
|
Smart Portfolios LLC
Seattle,
Washington
|
$518K
|
-$18.1K
|
-344
|
-3%
|
|
|
12
|
Becker Capital Management
Portland,
Oregon
|
$499K
|
–
|
–
|
–
|
|
|
13
|
TownSquare Capital
Provo,
Utah
|
$460K
|
+$107K
|
+2,042
|
+29%
|
|
|
14
|
Portside Wealth Group
Provo,
Utah
|
$446K
|
+$93.1K
|
+1,770
|
+25%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$306K
|
-$42.9K
|
-815
|
-12%
|
|
|
16
|
Bristlecone Advisors
Bellevue,
Washington
|
$299K
|
–
|
–
|
–
|
|
|
17
|
Roberts Wealth Advisors
Palo Alto,
California
|
$236K
|
+$239K
|
+4,544
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$167K
|
+$92.7K
|
+1,762
|
+117%
|
|
|
19
|
|
$99.4K
|
+$102K
|
+1,942
|
New
|
|
|
20
|
TCTC Holdings
Dallas,
Texas
|
$15.3K
|
–
|
–
|
–
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9K
|
+$8.83K
|
+168
|
New
|
|
|
22
|
Financial Connections Group
Corte Madera,
California
|
$8K
|
–
|
–
|
–
|
|
|
23
|
|
–
|
-$237K
|
-4,533
|
Closed
|
|
