|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$193M
|
+$8.49M
|
+614,754
|
+5%
|
|
|
2
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$193M
|
+$8.49M
|
+614,754
|
+5%
|
|
|
3
|
Main Management
San Francisco,
California
|
$93.9M
|
+$4.99M
|
+361,273
|
+6%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$67.1M
|
-$110K
|
-7,989
|
-0.2%
|
|
|
5
|
Encompass More Asset Management
Danville,
California
|
$20.4M
|
-$886K
|
-64,094
|
-4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$17M
|
+$8.04M
|
+581,719
|
+91%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.9M
|
+$2.62M
|
+189,645
|
+19%
|
|
|
8
|
Virtue Capital Management
Brentwood,
Tennessee
|
$16.7M
|
+$185K
|
+13,353
|
+1%
|
|
|
9
|
Madrona Financial Services
Everett,
Washington
|
$12.5M
|
+$5.72M
|
+413,700
|
+86%
|
|
|
10
|
Echo45 Advisors
Walnut Creek,
California
|
$7.9M
|
+$426K
|
+30,853
|
+6%
|
|
|
11
|
Columbia Advisory Partners
Spokane,
Washington
|
$3.15M
|
-$121K
|
-8,754
|
-4%
|
|
|
12
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.68M
|
+$372K
|
+26,904
|
+16%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.9M
|
+$881K
|
+63,793
|
+88%
|
|
|
14
|
Avantax Advisory Services
Dallas,
Texas
|
$1.83M
|
+$426K
|
+30,811
|
+31%
|
|
|
15
|
Atria Investments
Charlotte,
North Carolina
|
$1.55M
|
-$623K
|
-45,099
|
-29%
|
|
|
16
|
Copley Financial Group
San Diego,
California
|
$1.46M
|
+$1.45M
|
+105,078
|
New
|
|
|
17
|
Atria Wealth Solutions
New York
|
$1.44M
|
+$386K
|
+27,956
|
+37%
|
|
|
18
|
TownSquare Capital
Provo,
Utah
|
$1.26M
|
-$67.9K
|
-4,915
|
-5%
|
|
|
19
|
GeoWealth Management
Chicago,
Illinois
|
$928K
|
+$128K
|
+9,255
|
+16%
|
|
|
20
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$707K
|
+$48.1K
|
+3,480
|
+7%
|
|
|
21
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$695K
|
+$688K
|
+49,822
|
New
|
|
|
22
|
First Horizon Advisors
Memphis,
Tennessee
|
$660K
|
-$23.8K
|
-1,720
|
-4%
|
|
|
23
|
WealthPLAN Partners
Omaha,
Nebraska
|
$660K
|
+$23.5K
|
+1,703
|
+4%
|
|
|
24
|
Mutual Advisors
Omaha,
Nebraska
|
$637K
|
+$29K
|
+2,102
|
+5%
|
|
|
25
|
Independent Financial Group
San Diego,
California
|
$637K
|
+$40.7K
|
+2,945
|
+7%
|
|
