|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$13.9M
|
+$15.1M
|
+577,625
|
New
|
|
|
2
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$13.9M
|
+$15.1M
|
+577,625
|
New
|
|
|
3
|
Clear Creek Financial Management
Silverdale,
Washington
|
$7.02M
|
+$4.47M
|
+170,740
|
+135%
|
|
|
4
|
Peak Financial Advisors
Denver,
Colorado
|
$5.21M
|
+$249K
|
+9,498
|
+4%
|
|
|
5
|
Miracle Mile Advisors
Los Angeles,
California
|
$4.05M
|
+$4.49M
|
+171,454
|
New
|
|
|
6
|
Longview Financial Advisors
Huntsville,
Alabama
|
$3.69M
|
+$4.09M
|
+156,321
|
New
|
|
|
7
|
Simplify Asset Management
Las Vegas,
Nevada
|
$3.61M
|
-$878K
|
-33,542
|
-18%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$2.65M
|
+$2.08M
|
+79,489
|
+243%
|
|
|
9
|
Financial Enhancement Group
Anderson,
Indiana
|
$2.25M
|
+$158K
|
+6,052
|
+7%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.92M
|
-$1.91M
|
-72,750
|
-47%
|
|
|
11
|
ORG Partners
Roanoke,
Indiana
|
$1.56M
|
+$1.2M
|
+45,674
|
+224%
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$1.44M
|
-$282K
|
-10,761
|
-15%
|
|
|
13
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$1.41M
|
+$1.57M
|
+59,785
|
New
|
|
|
14
|
WealthSource Partners
San Luis Obispo,
California
|
$1.39M
|
-$278K
|
-10,607
|
-15%
|
|
|
15
|
|
$1.31M
|
+$1.09M
|
+41,668
|
+304%
|
|
|
16
|
Cambria Investment Management
Manhattan Beach,
California
|
$1.01M
|
-$57.2K
|
-2,186
|
-5%
|
|
|
17
|
Moors & Cabot
Boston,
Massachusetts
|
$959K
|
+$813K
|
+31,050
|
+323%
|
|
|
18
|
Aries Wealth Management
Portland,
Maine
|
$928K
|
+$183K
|
+7,000
|
+22%
|
|
|
19
|
Avantax Advisory Services
Dallas,
Texas
|
$867K
|
+$369K
|
+14,102
|
+62%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$820K
|
-$33.2K
|
-1,266
|
-4%
|
|
|
21
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$431K
|
–
|
–
|
–
|
|
|
22
|
Cambridge Advisors
Omaha,
Nebraska
|
$418K
|
+$54.3K
|
+2,072
|
+13%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$384K
|
-$544K
|
-20,783
|
-56%
|
|
|
24
|
Fermata Advisors
Sonoma,
California
|
$351K
|
+$23.4K
|
+892
|
+6%
|
|
|
25
|
FMA Wealth Management
Duxbury,
Massachusetts
|
$345K
|
+$383K
|
+14,609
|
New
|
|
