|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$42.7M
|
-$1.16M
|
-27,123
|
-3%
|
|
|
2
|
Halpern Financial
Ashburn,
Virginia
|
$16.7M
|
-$305K
|
-7,141
|
-2%
|
|
|
3
|
High Probability Advisors
Pittsford,
New York
|
$14.7M
|
+$707K
|
+16,555
|
+5%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$12M
|
+$1.15M
|
+26,929
|
+11%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12M
|
+$2.26M
|
+52,910
|
+25%
|
|
|
6
|
|
$10.4M
|
+$424K
|
+9,922
|
+4%
|
|
|
7
|
Childress Capital Advisors
Houston,
Texas
|
$7.63M
|
+$7.28M
|
+170,338
|
New
|
|
|
8
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$6.99M
|
-$50.4K
|
-1,179
|
-0.7%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.48M
|
-$961K
|
-22,495
|
-13%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$5.75M
|
–
|
–
|
–
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$5.72M
|
+$2.44M
|
+57,144
|
+81%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$5.41M
|
+$1.51M
|
+35,367
|
+41%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$4.46M
|
-$1.54M
|
-36,160
|
-27%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.75M
|
+$1.88M
|
+44,063
|
+111%
|
|
|
15
|
Kestra Private Wealth Services
Austin,
Texas
|
$3.64M
|
-$3.64M
|
-85,252
|
-51%
|
|
|
16
|
LVZ Inc
Holland,
Michigan
|
$3.22M
|
+$2.58M
|
+60,405
|
+523%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$3.07M
|
+$2.15M
|
+50,426
|
+279%
|
|
|
18
|
Condor Capital Management
Martinsville,
New Jersey
|
$2.74M
|
+$141K
|
+3,304
|
+6%
|
|
|
19
|
Total Investment Management
Scottsdale,
Arizona
|
$1.88M
|
+$2.86M
|
+66,945
|
New
|
|
|
20
|
Bouvel Investment Partners
Phoenixville,
Pennsylvania
|
$1.86M
|
+$343K
|
+8,030
|
+24%
|
|
|
21
|
Mutual Advisors
Omaha,
Nebraska
|
$1.37M
|
+$129K
|
+3,023
|
+11%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.22M
|
+$350K
|
+8,202
|
+43%
|
|
|
23
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.19M
|
+$681K
|
+15,944
|
+150%
|
|
|
24
|
L.J. Altfest & Co
New York
|
$1.03M
|
+$182K
|
+4,265
|
+23%
|
|
|
25
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$945K
|
+$144K
|
+3,370
|
+19%
|
|
