|
1
|
Security Benefit Life Insurance Company
Topeka,
Kansas
|
$43.2M
|
+$25.4M
|
+941,406
|
+138%
|
|
|
2
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$43.1M
|
+$7.58M
|
+281,081
|
+21%
|
|
|
3
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$28.7M
|
+$7.42M
|
+274,921
|
+34%
|
|
|
4
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$26.6M
|
–
|
–
|
–
|
|
|
5
|
Guardian Financial Partners
Orange,
California
|
$20.1M
|
+$1.4M
|
+51,907
|
+7%
|
|
|
6
|
Black Swift Group
Boulder,
Colorado
|
$13.5M
|
-$2.78M
|
-103,065
|
-17%
|
|
|
7
|
Gradient Investments
Arden Hills,
Minnesota
|
$12.9M
|
+$819K
|
+30,365
|
+7%
|
|
|
8
|
Brookstone Capital Management
Wheaton,
Illinois
|
$11.2M
|
-$391K
|
-14,499
|
-3%
|
|
|
9
|
Donoghue Forlines
Boston,
Massachusetts
|
$9.88M
|
+$10M
|
+371,741
|
New
|
|
|
10
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$7.84M
|
+$7.96M
|
+294,924
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.47M
|
+$2.46M
|
+91,068
|
+48%
|
|
|
12
|
Atria Investments
Charlotte,
North Carolina
|
$7.46M
|
+$18.5K
|
+685
|
+0.2%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$6.73M
|
+$6.83M
|
+253,261
|
New
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$6.19M
|
-$498K
|
-18,480
|
-7%
|
|
|
15
|
|
$5.54M
|
+$5.62M
|
+208,450
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$4.07M
|
-$2.12M
|
-78,692
|
-34%
|
|
|
17
|
Inspire Advisors
Meridian,
Idaho
|
$3.96M
|
+$4.02M
|
+149,203
|
New
|
|
|
18
|
Transform Wealth
Greenwood Village,
Colorado
|
$3.68M
|
-$861K
|
-31,932
|
-19%
|
|
|
19
|
Natixis Advisors
Boston,
Massachusetts
|
$3.42M
|
+$201K
|
+7,458
|
+6%
|
|
|
20
|
CWC Advisors
Lake Oswego,
Oregon
|
$3.3M
|
+$3.35M
|
+124,236
|
New
|
|
|
21
|
Valeo Financial Advisors
Carmel,
Indiana
|
$3.29M
|
–
|
–
|
–
|
|
|
22
|
Perigon Wealth Management
San Francisco,
California
|
$3.27M
|
+$1.35M
|
+49,900
|
+68%
|
|
|
23
|
GTS Securities
Miami,
Florida
|
$3.13M
|
+$3.17M
|
+117,693
|
New
|
|
|
24
|
Fortis Group Advisors
Westwood,
New Jersey
|
$2.92M
|
+$2.96M
|
+109,777
|
New
|
|
|
25
|
Cedar Wealth Management
Walnut Creek,
California
|
$2.36M
|
+$2.4M
|
+88,858
|
New
|
|
