|
1
|
|
$2.84M
|
+$2.29M
|
+57,331
|
+777%
|
|
|
2
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$1.46M
|
-$64.4K
|
-1,615
|
-5%
|
|
|
3
|
Colorado Capital Management
Boulder,
Colorado
|
$1.3M
|
+$116K
|
+2,899
|
+11%
|
|
|
4
|
Equitable Holdings
New York
|
$1.11M
|
+$156K
|
+3,916
|
+18%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.07M
|
+$71.9K
|
+1,803
|
+8%
|
|
|
6
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.07M
|
+$71.9K
|
+1,803
|
+8%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.03M
|
-$70.4K
|
-1,767
|
-7%
|
|
|
8
|
Clayton Financial Group
St. Louis,
Missouri
|
$709K
|
+$645K
|
+16,171
|
New
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$692K
|
–
|
–
|
–
|
|
|
10
|
Mission Creek Capital Partners
San Francisco,
California
|
$569K
|
-$10.6K
|
-265
|
-2%
|
|
|
11
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$566K
|
+$513K
|
+12,865
|
New
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$488K
|
-$109K
|
-2,730
|
-20%
|
|
|
13
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$469K
|
+$5.86K
|
+147
|
+1%
|
|
|
14
|
Boston Financial Management
Boston,
Massachusetts
|
$402K
|
-$29.3K
|
-735
|
-7%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$396K
|
-$79K
|
-1,981
|
-18%
|
|
|
16
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$368K
|
–
|
–
|
–
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$274K
|
+$273K
|
+6,850
|
New
|
|
|
18
|
Focus Partners Wealth
Boston,
Massachusetts
|
$210K
|
+$191K
|
+4,799
|
New
|
|
|
19
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$120K
|
-$1.99K
|
-50
|
-2%
|
|
|
20
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$113K
|
-$23.1K
|
-580
|
-18%
|
|
|
21
|
|
$101K
|
+$23.3K
|
+585
|
+34%
|
|
|
22
|
Key Financial Inc
West Chester,
Pennsylvania
|
$68.9K
|
–
|
–
|
–
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$63.1K
|
-$34.1K
|
-856
|
-37%
|
|
|
24
|
North Star Investment Management
Chicago,
Illinois
|
$58.1K
|
–
|
–
|
–
|
|
|
25
|
Custom Portfolio Group
Englewood,
Colorado
|
$53.6K
|
+$48.5K
|
+1,216
|
New
|
|
