|
1
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$5.99億
|
-$1104万
|
-287,662
|
-2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$1625万
|
+$283万
|
+73,691
|
+19%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$1465万
|
+$154万
|
+40,160
|
+11%
|
|
|
4
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$1031万
|
+$1002万
|
+260,954
|
新規
|
|
|
5
|
Mutual Advisors
Omaha,
Nebraska
|
$473万
|
-$377万
|
-98,226
|
-42%
|
|
|
6
|
Main Management
San Francisco,
California
|
$442万
|
+$1.91万
|
+498
|
+0.4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$420万
|
+$266万
|
+69,350
|
+142%
|
|
|
8
|
Atria Wealth Solutions
New York
|
$416万
|
+$48.4万
|
+12,615
|
+12%
|
|
|
9
|
CreativeOne Wealth
Overland Park,
Kansas
|
$385万
|
+$416万
|
+108,424
|
新規
|
|
|
10
|
Belpointe Asset Management
Reno,
Nevada
|
$336万
|
+$36.4万
|
+9,471
|
+11%
|
|
|
11
|
McAlister Sweet & Associates
Houston,
Texas
|
$260万
|
+$1.65万
|
+430
|
+0.6%
|
|
|
12
|
SimpliFi Inc
San Diego,
California
|
$223万
|
+$3.46万
|
+902
|
+1%
|
|
|
13
|
|
$188万
|
+$56.8万
|
+14,809
|
+39%
|
|
|
14
|
Astoria Portfolio Advisors
New York
|
$157万
|
+$24万
|
+6,254
|
+17%
|
|
|
15
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$135万
|
–
|
–
|
–
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
$89.5万
|
+$96.7万
|
+25,193
|
新規
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$89.2万
|
-$1.17万
|
-305
|
-1%
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
$81.2万
|
+$1.47万
|
+382
|
+2%
|
|
|
19
|
Financial Advocates Investment Management
Olympia,
Washington
|
$70.4万
|
+$63.9万
|
+16,637
|
新規
|
|
|
20
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$67.7万
|
+$1.4万
|
+365
|
+2%
|
|
|
21
|
Independent Wealth Network
Urbandale,
Iowa
|
$67.5万
|
+$5.03万
|
+1,310
|
+7%
|
|
|
22
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$61.8万
|
+$20.6万
|
+5,375
|
+45%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$53.7万
|
-$2.55万
|
-664
|
-4%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$53.6万
|
+$9.8万
|
+2,555
|
+20%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$39.6万
|
-$6,257
|
-163
|
-1%
|
|
