|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$57.2M
|
+$6.42M
|
+140,326
|
+13%
|
|
|
2
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$57.2M
|
+$6.42M
|
+140,326
|
+13%
|
|
|
3
|
Harbor Group
Bedford,
New Hampshire
|
$28.2M
|
+$26.2M
|
+573,193
|
New
|
|
|
4
|
Weil Company
San Diego,
California
|
$10.4M
|
+$422K
|
+9,218
|
+5%
|
|
|
5
|
|
$2.83M
|
+$2.64M
|
+57,710
|
New
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$2.74M
|
+$194K
|
+4,245
|
+8%
|
|
|
7
|
Flow Traders U.S.
New York
|
$1.04M
|
+$968K
|
+21,143
|
New
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$875K
|
+$816K
|
+17,818
|
New
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$520K
|
+$485K
|
+10,588
|
New
|
|
|
10
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$519K
|
+$484K
|
+10,571
|
New
|
|
|
11
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$276K
|
-$63K
|
-1,376
|
-20%
|
|
|
12
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$219K
|
+$204K
|
+4,451
|
New
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$159K
|
+$148K
|
+3,243
|
New
|
|
|
14
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$126K
|
+$118K
|
+2,575
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$89.4K
|
-$17.3K
|
-377
|
-17%
|
|
|
16
|
|
$9.28K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7K
|
–
|
–
|
–
|
|
|
18
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$4.42K
|
+$1.97K
|
+43
|
+91%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$1.72K
|
-$45.3K
|
-989
|
-97%
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$1.72K
|
–
|
–
|
–
|
|
|
21
|
Versant Capital Management
Phoenix,
Arizona
|
$1.47K
|
+$687
|
+15
|
+100%
|
|
|
22
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
–
|
-$6K
|
-134
|
Closed
|
|
