|
1
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$1.92M
|
+$1.28K
|
+27
|
+0.1%
|
|
|
2
|
Equitable Holdings
New York
|
$1.54M
|
+$12.8K
|
+270
|
+0.9%
|
|
|
3
|
Colorado Capital Management
Boulder,
Colorado
|
$1.26M
|
-$135K
|
-2,844
|
-10%
|
|
|
4
|
Clayton Financial Group
St. Louis,
Missouri
|
$1.03M
|
+$65.9K
|
+1,385
|
+7%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.02M
|
+$56.9K
|
+1,196
|
+6%
|
|
|
6
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$913K
|
+$6.09K
|
+128
|
+0.7%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$792K
|
+$523
|
+11
|
+0.1%
|
|
|
8
|
|
$771K
|
-$209K
|
-4,396
|
-22%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$764K
|
-$84.1K
|
-1,769
|
-10%
|
|
|
10
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$764K
|
-$84.1K
|
-1,769
|
-10%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$475K
|
-$3.81K
|
-80
|
-0.8%
|
|
|
12
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$421K
|
–
|
–
|
–
|
|
|
13
|
Boston Financial Management
Boston,
Massachusetts
|
$407K
|
-$27K
|
-567
|
-7%
|
|
|
14
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$381K
|
-$52.7K
|
-1,108
|
-13%
|
|
|
15
|
Mission Creek Capital Partners
San Francisco,
California
|
$323K
|
-$13.3K
|
-280
|
-4%
|
|
|
16
|
|
$275K
|
+$261K
|
+5,493
|
New
|
|
|
17
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$245K
|
–
|
–
|
–
|
|
|
18
|
Focus Partners Wealth
Boston,
Massachusetts
|
$241K
|
-$52.5K
|
-1,105
|
-19%
|
|
|
19
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$131K
|
+$5.71K
|
+120
|
+5%
|
|
|
20
|
|
$115K
|
+$95
|
+2
|
+0.1%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$83.2K
|
+$35.1K
|
+738
|
+80%
|
|
|
22
|
Key Financial Inc
West Chester,
Pennsylvania
|
$78.8K
|
–
|
–
|
–
|
|
|
23
|
North Star Investment Management
Chicago,
Illinois
|
$66.4K
|
–
|
–
|
–
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$50.5K
|
+$36.5K
|
+767
|
+318%
|
|
|
25
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$49K
|
+$190
|
+4
|
+0.4%
|
|
