|
1
|
Bank of New York Mellon
New York
|
$71.7M
|
+$76.2M
|
+1,508,756
|
New
|
|
|
2
|
Harbor Group
Bedford,
New Hampshire
|
$32.8M
|
+$1.64M
|
+32,470
|
+5%
|
|
|
3
|
Weil Company
San Diego,
California
|
$12.8M
|
-$611K
|
-12,103
|
-4%
|
|
|
4
|
Flow Traders U.S.
New York
|
$7.19M
|
+$7.64M
|
+151,274
|
New
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6.78M
|
-$300K
|
-5,931
|
-4%
|
|
|
6
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$6.78M
|
-$300K
|
-5,931
|
-4%
|
|
|
7
|
|
$3.75M
|
+$559K
|
+11,067
|
+16%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$3.26M
|
+$138K
|
+2,731
|
+4%
|
|
|
9
|
|
$2.21M
|
+$2.35M
|
+46,546
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.82M
|
+$160K
|
+3,164
|
+9%
|
|
|
11
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.1M
|
-$66.3K
|
-1,312
|
-6%
|
|
|
12
|
Maia Wealth
Denver,
Colorado
|
$662K
|
+$674K
|
+13,351
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$634K
|
-$215K
|
-4,259
|
-24%
|
|
|
14
|
SOL Capital Management
Rockville,
Maryland
|
$593K
|
+$313K
|
+6,191
|
+99%
|
|
|
15
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$503K
|
–
|
–
|
–
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$284K
|
+$302K
|
+5,973
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$198K
|
+$27.7K
|
+548
|
+15%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$147K
|
–
|
–
|
–
|
|
|
19
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$122K
|
–
|
–
|
–
|
|
|
20
|
|
$8.99K
|
–
|
–
|
–
|
|
|
21
|
MV Capital Management
Bethesda,
Maryland
|
$7.04K
|
–
|
–
|
–
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$2.19K
|
–
|
–
|
–
|
|
|
23
|
Versant Capital Management
Phoenix,
Arizona
|
$1.43K
|
–
|
–
|
–
|
|
|
24
|
Global Retirement Partners
San Rafael,
California
|
$1.28K
|
+$606
|
+12
|
+80%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$808
|
+$859
|
+17
|
New
|
|
