|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$207M
|
+$14M
|
+1,000,260
|
+7%
|
|
|
2
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$207M
|
+$14M
|
+1,000,260
|
+7%
|
|
|
3
|
Main Management
San Francisco,
California
|
$98.1M
|
+$4.24M
|
+303,952
|
+5%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$75.1M
|
+$10.3M
|
+737,409
|
+15%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$31.9M
|
+$14.9M
|
+1,068,780
|
+88%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.5M
|
+$3.6M
|
+257,601
|
+21%
|
|
|
7
|
Encompass More Asset Management
Danville,
California
|
$20.3M
|
-$117K
|
-8,390
|
-0.6%
|
|
|
8
|
Virtue Capital Management
Brentwood,
Tennessee
|
$16.9M
|
+$224K
|
+16,077
|
+1%
|
|
|
9
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$4.7M
|
+$4.71M
|
+337,304
|
New
|
|
|
10
|
Madrona Financial Services
Everett,
Washington
|
$4.27M
|
-$8.2M
|
-587,693
|
-66%
|
|
|
11
|
Echo45 Advisors
Walnut Creek,
California
|
$4.14M
|
-$3.77M
|
-269,863
|
-48%
|
|
|
12
|
Potomac Fund Management
Miami,
Florida
|
$3.93M
|
+$3.94M
|
+282,100
|
New
|
|
|
13
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.8M
|
+$124K
|
+8,918
|
+5%
|
|
|
14
|
WealthPLAN Partners
Omaha,
Nebraska
|
$2.47M
|
+$1.81M
|
+129,743
|
+274%
|
|
|
15
|
Atria Wealth Solutions
New York
|
$2.45M
|
+$1.02M
|
+73,007
|
+71%
|
|
|
16
|
Copley Financial Group
San Diego,
California
|
$2.13M
|
+$664K
|
+47,572
|
+45%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.11M
|
+$215K
|
+15,403
|
+11%
|
|
|
18
|
Integrity Alliance
Urbandale,
Iowa
|
$2.11M
|
+$2.11M
|
+151,450
|
New
|
|
|
19
|
Avantax Advisory Services
Dallas,
Texas
|
$2M
|
+$177K
|
+12,717
|
+10%
|
|
|
20
|
AE Wealth Management
Topeka,
Kansas
|
$1.88M
|
+$1.88M
|
+134,799
|
New
|
|
|
21
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.83M
|
+$1.12M
|
+80,449
|
+159%
|
|
|
22
|
Atria Investments
Charlotte,
North Carolina
|
$1.65M
|
+$96.5K
|
+6,916
|
+6%
|
|
|
23
|
Defined Financial Planning
San Rafael,
California
|
$1.58M
|
+$1.58M
|
+113,192
|
New
|
|
|
24
|
TownSquare Capital
Provo,
Utah
|
$1.39M
|
+$135K
|
+9,645
|
+11%
|
|
|
25
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.28M
|
+$584K
|
+41,869
|
+84%
|
|
