|
1
|
|
$26.5M
|
-$3.05M
|
-85,996
|
-10%
|
|
|
2
|
Efficient Advisors
Mason,
Ohio
|
$9.41M
|
-$1.33M
|
-37,509
|
-12%
|
|
|
3
|
Cambria Investment Management
Manhattan Beach,
California
|
$4.8M
|
-$157K
|
-4,418
|
-3%
|
|
|
4
|
O'Dell Group
Cincinnati,
Ohio
|
$4.23M
|
-$365K
|
-10,275
|
-8%
|
|
|
5
|
|
$3.51M
|
-$50.8K
|
-1,432
|
-1%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.81M
|
+$665K
|
+18,724
|
+30%
|
|
|
7
|
Equitable Holdings
New York
|
$1.86M
|
-$40.5K
|
-1,140
|
-2%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.5M
|
+$150K
|
+4,221
|
+11%
|
|
|
9
|
Perigon Wealth Management
San Francisco,
California
|
$1.09M
|
-$223K
|
-6,294
|
-17%
|
|
|
10
|
|
$961K
|
+$661K
|
+18,628
|
+211%
|
|
|
11
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$878K
|
-$31.4K
|
-885
|
-3%
|
|
|
12
|
CX Institutional
Auburn,
Indiana
|
$807K
|
+$62.5K
|
+1,759
|
+8%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$515K
|
+$2.34K
|
+66
|
+0.5%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$483K
|
-$51.4K
|
-1,448
|
-10%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$467K
|
-$133K
|
-3,743
|
-22%
|
|
|
16
|
CreativeOne Wealth
Overland Park,
Kansas
|
$363K
|
+$369K
|
+10,385
|
New
|
|
|
17
|
MKD Wealth Coaches
Troy,
Michigan
|
$299K
|
–
|
–
|
–
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$299K
|
+$303K
|
+8,547
|
New
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$279K
|
+$48K
|
+1,351
|
+20%
|
|
|
20
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$252K
|
-$124K
|
-3,489
|
-33%
|
|
|
21
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$222K
|
+$225K
|
+6,350
|
New
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$205K
|
-$33.8K
|
-953
|
-14%
|
|
|
23
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$200K
|
–
|
–
|
–
|
|
|
24
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$126K
|
+$6.11K
|
+172
|
+5%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$72K
|
-$6.85K
|
-193
|
-9%
|
|
