|
1
|
Brinker Capital
Berwyn,
Pennsylvania
|
$6.43M
|
+$1.01M
|
+22,984
|
+14%
|
|
|
2
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$2M
|
-$432K
|
-9,867
|
-14%
|
|
|
3
|
US Bancorp
Minneapolis,
Minnesota
|
$1.8M
|
+$2.34M
|
+53,532
|
New
|
|
|
4
|
Stevard LLC
Chicago,
Illinois
|
$1.43M
|
-$37.4K
|
-855
|
-2%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$947K
|
+$209K
|
+4,777
|
+20%
|
|
|
6
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$905K
|
+$930K
|
+21,258
|
+376%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$830K
|
-$402K
|
-9,199
|
-27%
|
|
|
8
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$828K
|
-$7.16M
|
-163,649
|
-87%
|
|
|
9
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$714K
|
+$529K
|
+12,102
|
+133%
|
|
|
10
|
KFA Private Wealth Group
Tysons,
Virginia
|
$606K
|
+$788K
|
+18,019
|
New
|
|
|
11
|
Tocqueville Asset Management
New York
|
$540K
|
+$326K
|
+7,450
|
+87%
|
|
|
12
|
|
$444K
|
+$577K
|
+13,200
|
New
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$391K
|
-$542K
|
-12,379
|
-52%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$369K
|
-$54.5K
|
-1,246
|
-10%
|
|
|
15
|
Bridgeworth
Birmingham,
Alabama
|
$367K
|
+$478K
|
+10,930
|
New
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$366K
|
–
|
–
|
–
|
|
|
17
|
Eagle Asset Management
St Petersburg,
Florida
|
$321K
|
+$418K
|
+9,555
|
New
|
|
|
18
|
Avantax Advisory Services
Dallas,
Texas
|
$306K
|
+$398K
|
+9,094
|
New
|
|
|
19
|
Atria Investments
Charlotte,
North Carolina
|
$261K
|
+$340K
|
+7,770
|
New
|
|
|
20
|
Wealth Alliance
Mellville,
New York
|
$261K
|
+$340K
|
+7,770
|
New
|
|
|
21
|
OneAscent Financial Services
Birmingham,
Alabama
|
$210K
|
+$273K
|
+6,246
|
New
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$202K
|
-$146K
|
-3,345
|
-36%
|
|
|
23
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$201K
|
+$18.9K
|
+431
|
+8%
|
|
|
24
|
Whittier Trust
South Pasadena,
California
|
$177K
|
+$231K
|
+5,277
|
New
|
|
|
25
|
Firestone Capital Management
Coral Gables,
Florida
|
$134K
|
+$175K
|
+4,000
|
New
|
|
