|
1
|
Harbor Group
Bedford,
New Hampshire
|
$35.2M
|
+$1.04M
|
+19,940
|
+3%
|
|
|
2
|
Weil Company
San Diego,
California
|
$15.1M
|
+$571K
|
+10,948
|
+4%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.97M
|
-$1.15M
|
-22,058
|
-13%
|
|
|
4
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$7.97M
|
-$1.15M
|
-22,058
|
-13%
|
|
|
5
|
|
$3.64M
|
+$386K
|
+7,401
|
+12%
|
|
|
6
|
Kestra Advisory Services
Austin,
Texas
|
$3.53M
|
+$131K
|
+2,506
|
+4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.89M
|
+$570K
|
+10,929
|
+45%
|
|
|
8
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.14M
|
+$1.21M
|
+23,241
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$943K
|
+$771K
|
+14,762
|
+521%
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$875K
|
+$141K
|
+2,708
|
+20%
|
|
|
11
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$567K
|
–
|
–
|
–
|
|
|
12
|
SOL Capital Management
Rockville,
Maryland
|
$337K
|
+$49.8K
|
+955
|
+18%
|
|
|
13
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$202K
|
+$197K
|
+3,771
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$194K
|
+$626
|
+12
|
+0.3%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$166K
|
–
|
–
|
–
|
|
|
16
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$138K
|
–
|
–
|
–
|
|
|
17
|
|
$10.1K
|
–
|
–
|
–
|
|
|
18
|
MV Capital Management
Bethesda,
Maryland
|
$7.94K
|
–
|
–
|
–
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$2.47K
|
–
|
–
|
–
|
|
|
20
|
Versant Capital Management
Phoenix,
Arizona
|
$1.61K
|
–
|
–
|
–
|
|
|
21
|
Global Retirement Partners
San Rafael,
California
|
$805
|
–
|
–
|
–
|
|
|
22
|
Flow Traders U.S.
New York
|
–
|
-$1.28M
|
-25,277
|
Closed
|
|
|
23
|
|
–
|
-$972K
|
-19,163
|
Closed
|
|
