|
1
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$1.73M
|
+$201K
|
+4,322
|
+13%
|
|
|
2
|
Equitable Holdings
New York
|
$1.38M
|
+$242K
|
+5,202
|
+21%
|
|
|
3
|
Colorado Capital Management
Boulder,
Colorado
|
$1.26M
|
-$244K
|
-5,230
|
-16%
|
|
|
4
|
|
$896K
|
-$1.55M
|
-33,312
|
-63%
|
|
|
5
|
Clayton Financial Group
St. Louis,
Missouri
|
$893K
|
+$22.7K
|
+487
|
+3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$865K
|
-$173K
|
-3,717
|
-16%
|
|
|
7
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$819K
|
-$8.15K
|
-175
|
-1%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$771K
|
-$177K
|
-3,793
|
-18%
|
|
|
9
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$771K
|
-$177K
|
-3,793
|
-18%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$715K
|
–
|
–
|
–
|
|
|
11
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$626K
|
+$107K
|
+2,290
|
+20%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$433K
|
-$29.8K
|
-640
|
-6%
|
|
|
13
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$395K
|
+$10.4K
|
+224
|
+3%
|
|
|
14
|
Boston Financial Management
Boston,
Massachusetts
|
$393K
|
-$23.1K
|
-495
|
-5%
|
|
|
15
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$384K
|
–
|
–
|
–
|
|
|
16
|
Mission Creek Capital Partners
San Francisco,
California
|
$305K
|
-$292K
|
-6,260
|
-48%
|
|
|
17
|
Focus Partners Wealth
Boston,
Massachusetts
|
$267K
|
+$51.5K
|
+1,105
|
+23%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$226K
|
+$232K
|
+4,990
|
New
|
|
|
19
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$221K
|
+$99.7K
|
+2,140
|
+78%
|
|
|
20
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$113K
|
-$7.59K
|
-163
|
-6%
|
|
|
21
|
|
$104K
|
+$47
|
+1
|
+0%
|
|
|
22
|
Key Financial Inc
West Chester,
Pennsylvania
|
$71.2K
|
–
|
–
|
–
|
|
|
23
|
Custom Portfolio Group
Englewood,
Colorado
|
$60K
|
–
|
–
|
–
|
|
|
24
|
North Star Investment Management
Chicago,
Illinois
|
$60K
|
–
|
–
|
–
|
|
|
25
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$44K
|
–
|
–
|
–
|
|
