|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$41.1M
|
+$1.76M
|
+33,141
|
+5%
|
|
|
2
|
Jordan Park Group
San Francisco,
California
|
$21.6M
|
-$2.53M
|
-47,744
|
-11%
|
|
|
3
|
Signify Wealth
Saint Louis,
Missouri
|
$4.1M
|
+$1.35M
|
+25,498
|
+54%
|
|
|
4
|
Avalon Capital Management
Port Of Redwood City,
California
|
$2.45M
|
+$2.29M
|
+43,112
|
New
|
|
|
5
|
TFC Financial Management
Boston,
Massachusetts
|
$2.33M
|
-$2.62M
|
-49,420
|
-55%
|
|
|
6
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.93M
|
+$26.9K
|
+507
|
+2%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.45M
|
+$92K
|
+1,734
|
+7%
|
|
|
8
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.45M
|
+$92K
|
+1,734
|
+7%
|
|
|
9
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$1.25M
|
+$1.16M
|
+21,949
|
New
|
|
|
10
|
3EDGE Asset Management
Naples,
Florida
|
$1.23M
|
-$132K
|
-2,489
|
-10%
|
|
|
11
|
|
$1.09M
|
+$921K
|
+17,347
|
+893%
|
|
|
12
|
Bellevue Asset Management
Bellevue,
Washington
|
$1.09M
|
+$1.02M
|
+19,133
|
New
|
|
|
13
|
GTS Securities
Miami,
Florida
|
$707K
|
-$1.01M
|
-18,991
|
-60%
|
|
|
14
|
Becker Capital Management
Portland,
Oregon
|
$553K
|
–
|
–
|
–
|
|
|
15
|
Smart Portfolios LLC
Seattle,
Washington
|
$547K
|
-$54.3K
|
-1,023
|
-10%
|
|
|
16
|
TownSquare Capital
Provo,
Utah
|
$534K
|
+$22.2K
|
+419
|
+5%
|
|
|
17
|
Portside Wealth Group
Provo,
Utah
|
$527K
|
+$29.9K
|
+563
|
+6%
|
|
|
18
|
Bristlecone Advisors
Bellevue,
Washington
|
$336K
|
+$5.04K
|
+95
|
+2%
|
|
|
19
|
|
$292K
|
+$273K
|
+5,153
|
New
|
|
|
20
|
Edge Capital Group
Atlanta,
Georgia
|
$206K
|
+$192K
|
+3,623
|
New
|
|
|
21
|
TCTC Holdings
Dallas,
Texas
|
$17K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7K
|
-$167K
|
-3,149
|
-96%
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$3.46K
|
+$3.24K
|
+61
|
New
|
|
|
24
|
Financial Connections Group
Corte Madera,
California
|
$3K
|
-$5.31K
|
-100
|
-63%
|
|
|
25
|
Artemis Wealth Advisors
New York
|
–
|
-$15.2M
|
-295,000
|
Closed
|
|
