|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$37M
|
-$664K
|
-12,653
|
-2%
|
|
|
2
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$37M
|
-$664K
|
-12,653
|
-2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$36.3M
|
+$17.4M
|
+331,491
|
+93%
|
|
|
4
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$10.6M
|
+$1.76M
|
+33,581
|
+20%
|
|
|
5
|
WealthPLAN Partners
Omaha,
Nebraska
|
$7.63M
|
+$383K
|
+7,288
|
+5%
|
|
|
6
|
|
$7.2M
|
+$1.9M
|
+36,288
|
+36%
|
|
|
7
|
Curi RMB Capital
Chicago,
Illinois
|
$7.05M
|
+$7.01M
|
+133,532
|
New
|
|
|
8
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$6.76M
|
-$77.2K
|
-1,470
|
-1%
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$6.35M
|
+$1.05M
|
+19,972
|
+20%
|
|
|
10
|
Gradient Investments
Arden Hills,
Minnesota
|
$4.94M
|
+$767K
|
+14,620
|
+19%
|
|
|
11
|
Flow Traders U.S.
New York
|
$4.12M
|
+$1.92M
|
+36,584
|
+88%
|
|
|
12
|
Ferguson Shapiro
Decatur,
Georgia
|
$4M
|
+$3.97M
|
+75,721
|
New
|
|
|
13
|
VitalStone Financial
Shavano Park,
Texas
|
$3.96M
|
-$171K
|
-3,257
|
-4%
|
|
|
14
|
WESPAC Advisors
Orinda,
California
|
$2.8M
|
-$68K
|
-1,296
|
-2%
|
|
|
15
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$2.68M
|
+$919K
|
+17,510
|
+53%
|
|
|
16
|
Castleview Partners
Dallas,
Texas
|
$1.97M
|
+$1.63M
|
+31,083
|
+501%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.43M
|
+$334K
|
+6,359
|
+31%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$1.38M
|
+$13.2K
|
+252
|
+1%
|
|
|
19
|
Ocean Park Asset Management
Santa Monica,
California
|
$1.33M
|
–
|
–
|
–
|
|
|
20
|
VisionPoint Advisory Group
Dallas,
Texas
|
$1.29M
|
+$1.13M
|
+21,555
|
+769%
|
|
|
21
|
Adams Wealth Management
Logan,
Utah
|
$1.22M
|
-$54.4K
|
-1,036
|
-4%
|
|
|
22
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$1.18M
|
+$412K
|
+7,843
|
+54%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.13M
|
-$1.1M
|
-20,875
|
-49%
|
|
|
24
|
Advisor OS
Chicago,
Illinois
|
$1.08M
|
+$1.08M
|
+20,482
|
New
|
|
|
25
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$975K
|
+$733K
|
+13,971
|
+311%
|
|
