|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.73M
|
+$1.36M
|
+105,192
|
+61%
|
|
|
2
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$1.43M
|
+$1.37M
|
+106,400
|
New
|
|
|
3
|
Atria Investments
Charlotte,
North Carolina
|
$1.07M
|
-$13.3K
|
-1,032
|
-1%
|
|
|
4
|
|
$864K
|
-$20.7K
|
-1,600
|
-2%
|
|
|
5
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$619K
|
–
|
–
|
–
|
|
|
6
|
LPL Financial
San Diego,
California
|
$556K
|
+$8.89K
|
+688
|
+2%
|
|
|
7
|
American International Group
New York
|
$467K
|
+$134K
|
+10,344
|
+43%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$349K
|
+$159K
|
+12,312
|
+91%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$304K
|
+$291K
|
+22,552
|
New
|
|
|
10
|
|
$276K
|
-$2.17K
|
-168
|
-0.8%
|
|
|
11
|
Placemark Investments
Chicago,
Illinois
|
$218K
|
+$209K
|
+16,144
|
New
|
|
|
12
|
SignatureFD
Atlanta,
Georgia
|
$126K
|
–
|
–
|
–
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$65K
|
–
|
–
|
–
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$65K
|
+$62K
|
+4,800
|
New
|
|
|
15
|
|
$43K
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$22K
|
–
|
–
|
–
|
|
|
17
|
Ground Swell Capital
Folly Beach,
South Carolina
|
$11K
|
+$10.3K
|
+800
|
New
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$5.95M
|
-485,192
|
Closed
|
|
|
19
|
|
–
|
-$3.04M
|
-247,944
|
Closed
|
|
|
20
|
Advisors Preferred
Rockville,
Maryland
|
–
|
-$2.68M
|
-218,896
|
Closed
|
|
|
21
|
Concert Wealth Management
San Jose,
California
|
–
|
-$212K
|
-17,368
|
Closed
|
|
|
22
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
–
|
-$98K
|
-8,000
|
Closed
|
|
|
23
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$24K
|
-1,936
|
Closed
|
|
|
24
|
|
–
|
-$6K
|
-528
|
Closed
|
|
