|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.24M
|
+$4.14M
|
+425,000
|
New
|
|
|
2
|
Financial Consulate
Hunt Valley,
Maryland
|
$2.95M
|
+$69.6K
|
+7,138
|
+2%
|
|
|
3
|
MKD Wealth Coaches
Troy,
Michigan
|
$2.02M
|
-$258K
|
-26,483
|
-9%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$444K
|
+$400K
|
+41,083
|
+240%
|
|
|
5
|
|
$335K
|
-$1.98M
|
-202,816
|
-82%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$243K
|
+$182K
|
+18,667
|
+141%
|
|
|
7
|
Penserra Capital Management
Orinda,
California
|
$242K
|
+$207K
|
+21,267
|
New
|
|
|
8
|
Marotta Asset Management
Charlottesville,
Virginia
|
$153K
|
-$292K
|
-30,000
|
-60%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$113K
|
+$53.8K
|
+5,516
|
+59%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$110K
|
+$653
|
+67
|
+0.5%
|
|
|
11
|
Baystate Wealth Management
Boston,
Massachusetts
|
$102K
|
–
|
–
|
–
|
|
|
12
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$98K
|
+$59.7K
|
+6,123
|
+212%
|
|
|
13
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$97K
|
–
|
–
|
–
|
|
|
14
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$91K
|
+$116K
|
+11,915
|
New
|
|
|
15
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$80K
|
–
|
–
|
–
|
|
|
16
|
Red Door Wealth Management
Memphis,
Tennessee
|
$68K
|
+$87.3K
|
+8,960
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$50K
|
+$4.29K
|
+440
|
+7%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$47K
|
+$59.7K
|
+6,124
|
New
|
|
|
19
|
Valeo Financial Advisors
Carmel,
Indiana
|
$46K
|
–
|
–
|
–
|
|
|
20
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$27K
|
+$12.8K
|
+1,309
|
+59%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19K
|
-$965K
|
-99,021
|
-98%
|
|
|
22
|
Arax Advisory Partners
Denver,
Colorado
|
$19K
|
–
|
–
|
–
|
|
|
23
|
William Blair & Company
Chicago,
Illinois
|
$16K
|
–
|
–
|
–
|
|
|
24
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$5K
|
+$6.18K
|
+634
|
New
|
|
|
25
|
Islay Capital Management
Lubbock,
Texas
|
$4K
|
–
|
–
|
–
|
|
