|
1
|
|
$2.48M
|
-$513K
|
-11,604
|
-18%
|
|
|
2
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$1.58M
|
+$20.6K
|
+466
|
+1%
|
|
|
3
|
Colorado Capital Management
Boulder,
Colorado
|
$1.55M
|
+$147K
|
+3,326
|
+11%
|
|
|
4
|
Equitable Holdings
New York
|
$1.18M
|
+$4.51K
|
+102
|
+0.4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.07M
|
-$25.6K
|
-579
|
-2%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$972K
|
-$181K
|
-4,107
|
-16%
|
|
|
7
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$972K
|
-$181K
|
-4,107
|
-16%
|
|
|
8
|
Clayton Financial Group
St. Louis,
Missouri
|
$870K
|
+$108K
|
+2,446
|
+15%
|
|
|
9
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$853K
|
+$807K
|
+18,263
|
New
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$738K
|
+$398
|
+9
|
+0.1%
|
|
|
11
|
Mission Creek Capital Partners
San Francisco,
California
|
$607K
|
–
|
–
|
–
|
|
|
12
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$539K
|
-$58.5K
|
-1,324
|
-10%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$476K
|
-$41.6K
|
-942
|
-8%
|
|
|
14
|
Boston Financial Management
Boston,
Massachusetts
|
$429K
|
-$221
|
-5
|
-0.1%
|
|
|
15
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$397K
|
-$97.4K
|
-2,206
|
-21%
|
|
|
16
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$389K
|
–
|
–
|
–
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$302K
|
-$18.1K
|
-410
|
-6%
|
|
|
18
|
Focus Partners Wealth
Boston,
Massachusetts
|
$224K
|
–
|
–
|
–
|
|
|
19
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$128K
|
+$442
|
+10
|
+0.4%
|
|
|
20
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$124K
|
+$4.33K
|
+98
|
+4%
|
|
|
21
|
|
$107K
|
–
|
–
|
–
|
|
|
22
|
Key Financial Inc
West Chester,
Pennsylvania
|
$73.4K
|
–
|
–
|
–
|
|
|
23
|
North Star Investment Management
Chicago,
Illinois
|
$61.9K
|
–
|
–
|
–
|
|
|
24
|
Custom Portfolio Group
Englewood,
Colorado
|
$61.9K
|
+$4.82K
|
+109
|
+9%
|
|
|
25
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$47K
|
+$221
|
+5
|
+0.5%
|
|
