|
1
|
|
$1.7M
|
-$407K
|
-8,598
|
-19%
|
|
|
2
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$1.69M
|
-$136K
|
-2,877
|
-7%
|
|
|
3
|
Natural Investments
Windsor,
California
|
$1.49M
|
+$28.5K
|
+602
|
+2%
|
|
|
4
|
Clayton Financial Group
St. Louis,
Missouri
|
$953K
|
-$16.7K
|
-353
|
-2%
|
|
|
5
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$876K
|
+$14.1K
|
+298
|
+2%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$826K
|
+$826K
|
+17,454
|
New
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$787K
|
+$39.4K
|
+831
|
+5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$783K
|
-$88.8K
|
-1,875
|
-10%
|
|
|
9
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$771K
|
+$43.2K
|
+912
|
+6%
|
|
|
10
|
Colorado Capital Management
Boulder,
Colorado
|
$757K
|
-$195K
|
-4,120
|
-20%
|
|
|
11
|
Equitable Holdings
New York
|
$690K
|
-$737K
|
-15,564
|
-52%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$655K
|
+$43.3K
|
+915
|
+7%
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$617K
|
+$121K
|
+2,546
|
+24%
|
|
|
14
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$617K
|
+$121K
|
+2,546
|
+24%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$587K
|
+$99.8K
|
+2,108
|
+20%
|
|
|
16
|
GWN Securities
Palm Beach Gardens,
Florida
|
$564K
|
+$531K
|
+11,216
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$541K
|
+$473K
|
+9,989
|
+694%
|
|
|
18
|
Archer Investment Management
Austin,
Texas
|
$535K
|
-$67.2K
|
-1,420
|
-11%
|
|
|
19
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$411K
|
+$411K
|
+8,687
|
New
|
|
|
20
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$371K
|
+$568
|
+12
|
+0.2%
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$369K
|
+$369K
|
+7,791
|
New
|
|
|
22
|
|
$364K
|
+$365K
|
+7,699
|
New
|
|
|
23
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$360K
|
–
|
–
|
–
|
|
|
24
|
|
$109K
|
–
|
–
|
–
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$93.8K
|
+$9.19K
|
+194
|
+11%
|
|
