|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$23.4M
|
-$1.34M
|
-27,878
|
-6%
|
|
|
2
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$23.4M
|
-$1.34M
|
-27,878
|
-6%
|
|
|
3
|
Christopher J. Hasenberg
Eau Claire,
Wisconsin
|
$18.3M
|
+$3.97M
|
+82,498
|
+29%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.29M
|
-$47.5K
|
-986
|
-2%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.07M
|
-$937K
|
-19,458
|
-47%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$968K
|
-$41.5K
|
-862
|
-4%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$844K
|
-$16.8K
|
-348
|
-2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$830K
|
+$503K
|
+10,434
|
+162%
|
|
|
9
|
Strategic Blueprint
Atlanta,
Georgia
|
$802K
|
+$48
|
+1
|
+0%
|
|
|
10
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$697K
|
-$87.6K
|
-1,819
|
-11%
|
|
|
11
|
|
$667K
|
-$417K
|
-8,663
|
-39%
|
|
|
12
|
Ergawealth Advisors
Oak Brook,
Illinois
|
$621K
|
+$15K
|
+311
|
+3%
|
|
|
13
|
GHP Investment Advisors
Denver,
Colorado
|
$509K
|
+$1.69K
|
+35
|
+0.3%
|
|
|
14
|
Aries Wealth Management
Portland,
Maine
|
$264K
|
-$38.5K
|
-800
|
-13%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$134K
|
-$964K
|
-20,020
|
-88%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$77.8K
|
+$64.9K
|
+1,348
|
+586%
|
|
|
17
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$58.2K
|
–
|
–
|
–
|
|
|
18
|
ICA Group Wealth Management
Denver,
Colorado
|
$40K
|
-$172K
|
-3,580
|
-82%
|
|
|
19
|
MV Capital Management
Bethesda,
Maryland
|
$6.21K
|
–
|
–
|
–
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$6.06K
|
+$5.88K
|
+122
|
+12,200%
|
|
|
21
|
Creative Financial Designs
Kokomo,
Indiana
|
$2.66K
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$2.51K
|
-$4.58K
|
-95
|
-65%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$96
|
+$48
|
+1
|
+100%
|
|
|
24
|
|
$52
|
+$48
|
+1
|
New
|
|
|
25
|
Atria Wealth Solutions
New York
|
–
|
-$688K
|
-14,085
|
Closed
|
|
