|
1
|
Morton Capital Management
Calabasas,
California
|
$82.6M
|
+$81.2M
|
+4,647,771
|
New
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$62.1M
|
–
|
–
|
–
|
|
|
3
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$62.1M
|
–
|
–
|
–
|
|
|
4
|
Pitcairn
Conshohocken,
Pennsylvania
|
$15.7M
|
-$3.76M
|
-215,267
|
-20%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.7M
|
-$30K
|
-1,716
|
-0.3%
|
|
|
6
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$9.89M
|
+$483K
|
+27,630
|
+5%
|
|
|
7
|
Barber Financial Group
Lenexa,
Kansas
|
$8.71M
|
+$412K
|
+23,599
|
+5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$7.72M
|
+$3.34M
|
+191,257
|
+79%
|
|
|
9
|
Merk Investments
Menlo Park,
California
|
$7.46M
|
+$81.9K
|
+4,688
|
+1%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$6.13M
|
+$318K
|
+18,187
|
+6%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.58M
|
+$64.4K
|
+3,689
|
+1%
|
|
|
12
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$5.32M
|
+$5.23M
|
+299,184
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.14M
|
+$59.2K
|
+3,391
|
+1%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$5.12M
|
+$479K
|
+27,443
|
+10%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.08M
|
-$633K
|
-36,239
|
-11%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.32M
|
+$816K
|
+46,707
|
+24%
|
|
|
17
|
SFG Wealth Management
Towson,
Maryland
|
$3.38M
|
+$3.32M
|
+189,966
|
New
|
|
|
18
|
VanEck Associates
New York
|
$3.19M
|
+$2.51M
|
+143,727
|
+400%
|
|
|
19
|
Starfox Financial Services
The Woodlands,
Texas
|
$3.17M
|
+$3.1M
|
+177,203
|
New
|
|
|
20
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$3.1M
|
+$195K
|
+11,150
|
+7%
|
|
|
21
|
PDS Planning
Dublin,
Ohio
|
$2.98M
|
-$17
|
-1
|
-0%
|
|
|
22
|
Forum Financial Management
Lombard,
Illinois
|
$2.89M
|
+$2.84M
|
+162,323
|
New
|
|
|
23
|
|
$2.68M
|
+$2.64M
|
+150,949
|
New
|
|
|
24
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$2.68M
|
+$75.6K
|
+4,330
|
+3%
|
|
|
25
|
White Pine Investment Company
Livonia,
Michigan
|
$2.03M
|
-$2.64M
|
-150,904
|
-57%
|
|
