|
1
|
Morton Capital Management
Calabasas,
California
|
$90.7M
|
+$3.11M
|
+170,114
|
+4%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$65.6M
|
-$136K
|
-7,442
|
-0.2%
|
|
|
3
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$65.6M
|
-$136K
|
-7,442
|
-0.2%
|
|
|
4
|
Cadence Wealth Management
Westborough,
Massachusetts
|
$18.5M
|
+$8.81M
|
+482,517
|
New
|
|
|
5
|
Pitcairn
Conshohocken,
Pennsylvania
|
$16.6M
|
-$6.45K
|
-353
|
-0%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$13.7M
|
+$5.35M
|
+293,099
|
+67%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.8M
|
+$439K
|
+24,018
|
+4%
|
|
|
8
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$10.5M
|
+$62.3K
|
+3,410
|
+0.6%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$10M
|
+$5.29M
|
+289,547
|
+119%
|
|
|
10
|
VanEck Associates
New York
|
$9.32M
|
+$5.76M
|
+315,328
|
+176%
|
|
|
11
|
Barber Financial Group
Lenexa,
Kansas
|
$7.2M
|
-$1.96M
|
-107,353
|
-22%
|
|
|
12
|
Merk Investments
Menlo Park,
California
|
$7.06M
|
-$815K
|
-44,615
|
-11%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$6.92M
|
+$418K
|
+22,862
|
+7%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.59M
|
+$810K
|
+44,369
|
+15%
|
|
|
15
|
Starfox Financial Services
The Woodlands,
Texas
|
$6.5M
|
+$3.41M
|
+186,735
|
+105%
|
|
|
16
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$6.13M
|
+$479K
|
+26,238
|
+9%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.41M
|
+$32.6K
|
+1,787
|
+0.6%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.3M
|
-$585K
|
-32,048
|
-10%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$4.71M
|
-$741K
|
-40,572
|
-14%
|
|
|
20
|
Silver Oak Securities
Jackson,
Tennessee
|
$4.29M
|
+$4.15M
|
+227,293
|
New
|
|
|
21
|
SFG Wealth Management
Towson,
Maryland
|
$4.18M
|
+$581K
|
+31,825
|
+17%
|
|
|
22
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$3.77M
|
+$472K
|
+25,825
|
+15%
|
|
|
23
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.21M
|
+$2.46M
|
+134,444
|
+372%
|
|
|
24
|
PDS Planning
Dublin,
Ohio
|
$3.16M
|
–
|
–
|
–
|
|
|
25
|
Forum Financial Management
Lombard,
Illinois
|
$3.06M
|
–
|
–
|
–
|
|
