|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.1M
|
+$2.6M
|
+114,725
|
+30%
|
|
|
2
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$11.1M
|
-$7.23M
|
-319,242
|
-39%
|
|
|
3
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.14M
|
+$7.24M
|
+319,855
|
New
|
|
|
4
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$5.9M
|
+$458K
|
+20,235
|
+8%
|
|
|
5
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$5.19M
|
+$271K
|
+11,952
|
+5%
|
|
|
6
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$4.47M
|
–
|
–
|
–
|
|
|
7
|
Archford Capital Strategies
Swansea,
Illinois
|
$3.42M
|
+$206K
|
+9,112
|
+6%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$2.6M
|
+$152K
|
+6,721
|
+6%
|
|
|
9
|
Fortem Financial Group
Palm Desert,
California
|
$2.5M
|
-$24.8K
|
-1,095
|
-1%
|
|
|
10
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$1.67M
|
+$220K
|
+9,736
|
+15%
|
|
|
11
|
McMillion Capital Management
Greensboro,
North Carolina
|
$1.47M
|
-$77K
|
-3,400
|
-5%
|
|
|
12
|
Cambridge Advisors
Omaha,
Nebraska
|
$848K
|
+$12.7K
|
+560
|
+1%
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$693K
|
+$69.9K
|
+3,090
|
+11%
|
|
|
14
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$442K
|
+$42.2K
|
+1,865
|
+10%
|
|
|
15
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$36.6K
|
+$37.1K
|
+1,640
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$26.6K
|
+$26.9K
|
+1,190
|
New
|
|
|
17
|
Ancora Advisors
Cleveland,
Ohio
|
$20.7K
|
–
|
–
|
–
|
|
|
18
|
Parallel Advisors
San Francisco,
California
|
$16K
|
+$10.5K
|
+466
|
+186%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$3.17K
|
+$3.21K
|
+142
|
New
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$489K
|
-21,647
|
Closed
|
|
