|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$37.2M
|
+$37.1M
|
+712,814
|
New
|
|
|
2
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$37.2M
|
+$37.1M
|
+712,814
|
New
|
|
|
3
|
LPL Financial
San Diego,
California
|
$18.5M
|
+$4.73M
|
+90,853
|
+34%
|
|
|
4
|
|
$10.4M
|
+$10.4M
|
+200,000
|
New
|
|
|
5
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$8.75M
|
+$428K
|
+8,220
|
+5%
|
|
|
6
|
WealthPLAN Partners
Omaha,
Nebraska
|
$7.15M
|
+$1.8M
|
+34,473
|
+34%
|
|
|
7
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$6.74M
|
-$91.9K
|
-1,763
|
-1%
|
|
|
8
|
Curi Wealth Management
Raleigh,
North Carolina
|
$6.28M
|
+$246K
|
+4,722
|
+4%
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$5.22M
|
+$1.94M
|
+37,143
|
+59%
|
|
|
10
|
|
$5.21M
|
+$1.72M
|
+32,992
|
+49%
|
|
|
11
|
Gradient Investments
Arden Hills,
Minnesota
|
$4.11M
|
-$4.07M
|
-78,136
|
-50%
|
|
|
12
|
VitalStone Financial
Shavano Park,
Texas
|
$4.08M
|
+$176K
|
+3,378
|
+5%
|
|
|
13
|
WESPAC Advisors
Orinda,
California
|
$2.83M
|
+$587K
|
+11,256
|
+26%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.21M
|
-$616K
|
-11,816
|
-22%
|
|
|
15
|
Flow Traders U.S.
New York
|
$2.16M
|
-$2.06M
|
-39,496
|
-49%
|
|
|
16
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$1.73M
|
+$1.37M
|
+26,224
|
+379%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$1.34M
|
-$3.39K
|
-65
|
-0.3%
|
|
|
18
|
Ocean Park Asset Management
Santa Monica,
California
|
$1.31M
|
–
|
–
|
–
|
|
|
19
|
Adams Wealth Management
Logan,
Utah
|
$1.26M
|
+$124K
|
+2,387
|
+11%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.08M
|
+$571K
|
+10,950
|
+113%
|
|
|
21
|
Benedetti & Gucer
Atlanta,
Georgia
|
$862K
|
+$886
|
+17
|
+0.1%
|
|
|
22
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$768K
|
+$11.4K
|
+218
|
+2%
|
|
|
23
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$756K
|
+$756K
|
+14,512
|
New
|
|
|
24
|
Black Swift Group
Boulder,
Colorado
|
$688K
|
-$3.29M
|
-63,215
|
-83%
|
|
|
25
|
TAP Consulting
Kirkwood,
Missouri
|
$671K
|
+$671K
|
+12,878
|
New
|
|
