|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$110M
|
+$16M
|
+1,186,564
|
+17%
|
|
|
2
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$110M
|
+$16M
|
+1,186,564
|
+17%
|
|
|
3
|
Main Management
San Francisco,
California
|
$81.6M
|
+$2.25M
|
+167,102
|
+3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.13M
|
+$574K
|
+42,625
|
+7%
|
|
|
5
|
Madrona Financial Services
Everett,
Washington
|
$5.19M
|
+$4.01M
|
+297,471
|
+322%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.66M
|
+$1M
|
+74,446
|
+27%
|
|
|
7
|
Echo45 Advisors
Walnut Creek,
California
|
$3.23M
|
+$11.6K
|
+859
|
+0.4%
|
|
|
8
|
Columbia Advisory Partners
Spokane,
Washington
|
$2.3M
|
+$506K
|
+37,567
|
+28%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.91M
|
-$302K
|
-22,399
|
-13%
|
|
|
10
|
|
$1.71M
|
+$352K
|
+26,156
|
+26%
|
|
|
11
|
Atlas Financial Advisors
Oroville,
California
|
$1.48M
|
+$715K
|
+53,099
|
+91%
|
|
|
12
|
TownSquare Capital
Provo,
Utah
|
$983K
|
+$49.1K
|
+3,647
|
+5%
|
|
|
13
|
GeoWealth Management
Chicago,
Illinois
|
$621K
|
+$75.6K
|
+5,612
|
+14%
|
|
|
14
|
WealthPLAN Partners
Omaha,
Nebraska
|
$520K
|
+$5.12K
|
+380
|
+1%
|
|
|
15
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$470K
|
+$476K
|
+35,342
|
New
|
|
|
16
|
Atria Wealth Solutions
New York
|
$431K
|
+$68K
|
+5,044
|
+19%
|
|
|
17
|
Independent Financial Group
San Diego,
California
|
$415K
|
+$43.6K
|
+3,238
|
+12%
|
|
|
18
|
GTS Securities
Miami,
Florida
|
$321K
|
+$325K
|
+24,129
|
New
|
|
|
19
|
Cetera Advisors
Denver,
Colorado
|
$293K
|
+$11K
|
+820
|
+4%
|
|
|
20
|
Mutual Advisors
Omaha,
Nebraska
|
$293K
|
-$129K
|
-9,561
|
-30%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$267K
|
+$266K
|
+19,721
|
+5,766%
|
|
|
22
|
WhitTier Trust Company
Reno,
Nevada
|
$212K
|
–
|
–
|
–
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$186K
|
+$189K
|
+13,994
|
New
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$166K
|
-$39K
|
-2,897
|
-19%
|
|
|
25
|
Harbour Investments
Madison,
Wisconsin
|
$33.5K
|
–
|
–
|
–
|
|
