|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$26.4M
|
+$25.1M
|
+591,698
|
New
|
|
|
2
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$26.4M
|
+$25.1M
|
+591,698
|
New
|
|
|
3
|
Christopher J. Hasenberg
Eau Claire,
Wisconsin
|
$22.1M
|
+$20.9M
|
+493,486
|
New
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.98M
|
+$1.88M
|
+44,366
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.09M
|
+$263K
|
+6,194
|
+34%
|
|
|
6
|
|
$985K
|
-$79.8K
|
-1,883
|
-8%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$779K
|
+$738K
|
+17,402
|
New
|
|
|
8
|
Strategic Blueprint
Atlanta,
Georgia
|
$728K
|
-$13K
|
-307
|
-2%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$720K
|
-$1.33M
|
-31,346
|
-66%
|
|
|
10
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$684K
|
+$109K
|
+2,583
|
+20%
|
|
|
11
|
Atria Wealth Solutions
New York
|
$619K
|
-$558K
|
-13,164
|
-49%
|
|
|
12
|
GHP Investment Advisors
Denver,
Colorado
|
$469K
|
+$3.31K
|
+78
|
+0.7%
|
|
|
13
|
Aries Wealth Management
Portland,
Maine
|
$275K
|
–
|
–
|
–
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$233K
|
-$77.1K
|
-1,818
|
-26%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$216K
|
-$1.3M
|
-30,660
|
-86%
|
|
|
16
|
ICA Group Wealth Management
Denver,
Colorado
|
$210K
|
-$5.85K
|
-138
|
-3%
|
|
|
17
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$52.9K
|
–
|
–
|
–
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$8.81K
|
+$8.35K
|
+197
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$7.96K
|
+$7.54K
|
+178
|
New
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3K
|
+$2.84K
|
+67
|
New
|
|
|
21
|
Creative Financial Designs
Kokomo,
Indiana
|
$2.42K
|
–
|
–
|
–
|
|
|
22
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$1.7K
|
+$1.61K
|
+38
|
New
|
|
|
23
|
|
$537
|
+$509
|
+12
|
New
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$44
|
–
|
–
|
–
|
|
