|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10.4M
|
-$3.36M
|
-75,801
|
-24%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$7.3M
|
+$3.36M
|
+75,888
|
+86%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$5.69M
|
+$227K
|
+5,121
|
+4%
|
|
|
4
|
PGIM Custom Harvest
Newark,
New Jersey
|
$3.62M
|
+$1.73M
|
+39,154
|
+93%
|
|
|
5
|
Bellevue Asset Management
Bellevue,
Washington
|
$2.82M
|
+$88.1K
|
+1,991
|
+3%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.65M
|
-$28.8K
|
-650
|
-1%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$999K
|
+$15K
|
+339
|
+2%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$663K
|
+$5.13K
|
+116
|
+0.8%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$565K
|
-$10.4K
|
-236
|
-2%
|
|
|
10
|
Inscription Capital
Houston,
Texas
|
$550K
|
–
|
–
|
–
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$320K
|
-$75.7K
|
-1,710
|
-19%
|
|
|
12
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$280K
|
-$29.3K
|
-662
|
-10%
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$274K
|
+$273K
|
+6,156
|
New
|
|
|
14
|
Wedbush Securities
Los Angeles,
California
|
$229K
|
-$8.85K
|
-200
|
-4%
|
|
|
15
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$217K
|
+$216K
|
+4,875
|
New
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$209K
|
+$208K
|
+4,696
|
New
|
|
|
17
|
Accel Wealth Management
Waverly,
Iowa
|
$103K
|
–
|
–
|
–
|
|
|
18
|
Next Financial Group
Houston,
Texas
|
$80K
|
+$4.47K
|
+101
|
+6%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$44K
|
-$25.8K
|
-582
|
-37%
|
|
|
20
|
Tompkins Financial
Ithaca,
New York
|
$44K
|
–
|
–
|
–
|
|
|
21
|
|
$40K
|
+$39.8K
|
+900
|
New
|
|
|
22
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$17K
|
+$15.8K
|
+357
|
+1,190%
|
|
|
23
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$16.5K
|
+$16.4K
|
+370
|
New
|
|
|
24
|
American Portfolios Advisors
Holbrook,
New York
|
$7.78K
|
–
|
–
|
–
|
|
|
25
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$2K
|
–
|
–
|
–
|
|
