|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$52.5M
|
-$7.84M
|
-157,074
|
-13%
|
|
|
2
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$52.5M
|
-$7.84M
|
-157,074
|
-13%
|
|
|
3
|
Harbor Group
Bedford,
New Hampshire
|
$31.6M
|
+$2.22M
|
+44,411
|
+8%
|
|
|
4
|
Weil Company
San Diego,
California
|
$11.5M
|
+$682K
|
+13,654
|
+6%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$3.11M
|
+$260K
|
+5,198
|
+9%
|
|
|
6
|
|
$2.69M
|
-$259K
|
-5,195
|
-9%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$2.2M
|
+$1.26M
|
+25,149
|
+141%
|
|
|
8
|
|
$1.17M
|
+$1.14M
|
+22,790
|
New
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$778K
|
+$756K
|
+15,134
|
New
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$652K
|
+$636K
|
+12,744
|
New
|
|
|
11
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$541K
|
–
|
–
|
–
|
|
|
12
|
SOL Capital Management
Rockville,
Maryland
|
$260K
|
+$254K
|
+5,085
|
New
|
|
|
13
|
LPL Financial
San Diego,
California
|
$201K
|
+$196K
|
+3,933
|
New
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$158K
|
-$7.64K
|
-153
|
-5%
|
|
|
15
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$132K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$91K
|
+$81.9K
|
+1,640
|
+1,188%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$73.3K
|
-$19.4K
|
-388
|
-21%
|
|
|
18
|
|
$9.67K
|
–
|
–
|
–
|
|
|
19
|
MV Capital Management
Bethesda,
Maryland
|
$7.57K
|
+$7.39K
|
+148
|
New
|
|
|
20
|
Versant Capital Management
Phoenix,
Arizona
|
$1.53K
|
–
|
–
|
–
|
|
|
21
|
Flow Traders U.S.
New York
|
–
|
-$1.04M
|
-21,143
|
Closed
|
|
|
22
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$520K
|
-10,588
|
Closed
|
|
|
23
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
–
|
-$276K
|
-5,625
|
Closed
|
|
|
24
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$219K
|
-4,451
|
Closed
|
|
|
25
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
–
|
-$4.42K
|
-90
|
Closed
|
|
