|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.28M
|
-$11M
|
-214,604
|
-68%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.9M
|
-$79.4K
|
-1,548
|
-4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1.8M
|
-$77.1K
|
-1,504
|
-4%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.18M
|
+$69.5K
|
+1,356
|
+6%
|
|
|
5
|
|
$465K
|
–
|
–
|
–
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$313K
|
+$313K
|
+6,106
|
New
|
|
|
7
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$299K
|
–
|
–
|
–
|
|
|
8
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$272K
|
-$279K
|
-5,442
|
-51%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$237K
|
+$33.5K
|
+654
|
+17%
|
|
|
10
|
Vivid Financial Management
Orcutt,
California
|
$217K
|
-$10.4K
|
-202
|
-5%
|
|
|
11
|
Next Financial Group
Houston,
Texas
|
$207K
|
+$34.9K
|
+680
|
+20%
|
|
|
12
|
Accel Wealth Management
Waverly,
Iowa
|
$202K
|
–
|
–
|
–
|
|
|
13
|
|
$195K
|
-$2.77K
|
-54
|
-1%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$122K
|
+$8.05K
|
+157
|
+7%
|
|
|
15
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$70K
|
-$32.5K
|
-633
|
-32%
|
|
|
16
|
EPG Wealth Management
Atlanta,
Georgia
|
$69K
|
+$69.3K
|
+1,352
|
New
|
|
|
17
|
Rockefeller Capital Management
New York
|
$32K
|
+$32.7K
|
+637
|
New
|
|
|
18
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$16K
|
-$51
|
-1
|
-0.3%
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$8K
|
-$24.5K
|
-478
|
-76%
|
|
|
20
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$5K
|
–
|
–
|
–
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$498K
|
-9,922
|
Closed
|
|
|
22
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
–
|
-$350K
|
-7,396
|
Closed
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
–
|
-$51
|
-1
|
-50%
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$51
|
+1
|
New
|
|
