|
1
|
|
$2.09M
|
+$1.44M
|
+29,161
|
+189%
|
|
|
2
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$1.81M
|
+$22.3K
|
+452
|
+1%
|
|
|
3
|
Natural Investments
Windsor,
California
|
$1.45M
|
+$1.52M
|
+30,893
|
New
|
|
|
4
|
Equitable Holdings
New York
|
$1.41M
|
-$32.6K
|
-660
|
-2%
|
|
|
5
|
Clayton Financial Group
St. Louis,
Missouri
|
$961K
|
–
|
–
|
–
|
|
|
6
|
Colorado Capital Management
Boulder,
Colorado
|
$944K
|
-$243K
|
-4,919
|
-20%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$864K
|
-$92.4K
|
-1,873
|
-9%
|
|
|
8
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$855K
|
+$247
|
+5
|
+0%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$741K
|
-$740
|
-15
|
-0.1%
|
|
|
10
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$725K
|
+$759K
|
+15,375
|
New
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$606K
|
+$638K
|
+12,924
|
New
|
|
|
12
|
Archer Investment Management
Austin,
Texas
|
$597K
|
+$628K
|
+12,724
|
New
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$492K
|
-$235K
|
-4,761
|
-31%
|
|
|
14
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$492K
|
-$235K
|
-4,761
|
-31%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$483K
|
+$508K
|
+10,295
|
New
|
|
|
16
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$390K
|
–
|
–
|
–
|
|
|
17
|
Boston Financial Management
Boston,
Massachusetts
|
$375K
|
-$6.42K
|
-130
|
-2%
|
|
|
18
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$368K
|
+$11.2K
|
+227
|
+3%
|
|
|
19
|
Mission Creek Capital Partners
San Francisco,
California
|
$301K
|
-$1.73K
|
-35
|
-0.5%
|
|
|
20
|
Focus Partners Wealth
Boston,
Massachusetts
|
$277K
|
+$54.5K
|
+1,105
|
+23%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$213K
|
+$224K
|
+4,539
|
New
|
|
|
22
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$122K
|
-$3.4K
|
-69
|
-3%
|
|
|
23
|
|
$108K
|
-$99
|
-2
|
-0.1%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$83.9K
|
+$6.32K
|
+128
|
+8%
|
|
|
25
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$75.5K
|
-$161K
|
-3,270
|
-67%
|
|
