|
1
|
Harbor Group
Bedford,
New Hampshire
|
$32.3M
|
+$980K
|
+19,370
|
+3%
|
|
|
2
|
Weil Company
San Diego,
California
|
$13.8M
|
+$2.32M
|
+45,845
|
+20%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$8.66M
|
-$43.3M
|
-856,244
|
-83%
|
|
|
4
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$8.66M
|
-$43.3M
|
-856,244
|
-83%
|
|
|
5
|
Kestra Advisory Services
Austin,
Texas
|
$3.21M
|
+$120K
|
+2,369
|
+4%
|
|
|
6
|
|
$3.07M
|
+$1.91M
|
+37,665
|
+165%
|
|
|
7
|
Flow Traders U.S.
New York
|
$1.28M
|
+$1.28M
|
+25,277
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.23M
|
+$1.03M
|
+20,308
|
+516%
|
|
|
9
|
|
$972K
|
-$1.69M
|
-33,352
|
-64%
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$691K
|
+$43.7K
|
+864
|
+7%
|
|
|
11
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$536K
|
–
|
–
|
–
|
|
|
12
|
SOL Capital Management
Rockville,
Maryland
|
$270K
|
+$12.1K
|
+239
|
+5%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$183K
|
+$110K
|
+2,171
|
+152%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$157K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$144K
|
+$53.4K
|
+1,056
|
+59%
|
|
|
16
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$131K
|
–
|
–
|
–
|
|
|
17
|
|
$9.59K
|
–
|
–
|
–
|
|
|
18
|
MV Capital Management
Bethesda,
Maryland
|
$7.51K
|
–
|
–
|
–
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$2.33K
|
+$2.33K
|
+46
|
New
|
|
|
20
|
Versant Capital Management
Phoenix,
Arizona
|
$1.52K
|
–
|
–
|
–
|
|
|
21
|
Global Retirement Partners
San Rafael,
California
|
$761
|
+$759
|
+15
|
New
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
–
|
-$2.2M
|
-42,967
|
Closed
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$778K
|
-15,134
|
Closed
|
|
