|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$214M
|
+$10.2M
|
+731,314
|
+5%
|
|
|
2
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$214M
|
+$10.2M
|
+731,314
|
+5%
|
|
|
3
|
Main Management
San Francisco,
California
|
$99.3M
|
+$2.69M
|
+192,572
|
+3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$58.8M
|
+$27.8M
|
+1,993,226
|
+87%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.5M
|
+$3.43M
|
+245,897
|
+17%
|
|
|
6
|
Encompass More Asset Management
Danville,
California
|
$19.9M
|
-$78.5K
|
-5,629
|
-0.4%
|
|
|
7
|
Virtue Capital Management
Brentwood,
Tennessee
|
$16.5M
|
-$83.6K
|
-5,996
|
-0.5%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.5M
|
+$9.61M
|
+689,324
|
+455%
|
|
|
9
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$5.4M
|
+$785K
|
+56,259
|
+17%
|
|
|
10
|
Potomac Fund Management
Miami,
Florida
|
$5.4M
|
+$1.82M
|
+130,594
|
+46%
|
|
|
11
|
Madrona Financial Services
Everett,
Washington
|
$4.37M
|
+$161K
|
+11,557
|
+4%
|
|
|
12
|
Echo45 Advisors
Walnut Creek,
California
|
$4.06M
|
-$13.6K
|
-978
|
-0.3%
|
|
|
13
|
Integrity Alliance
Urbandale,
Iowa
|
$3.32M
|
+$1.26M
|
+90,383
|
+60%
|
|
|
14
|
WealthPLAN Partners
Omaha,
Nebraska
|
$3.18M
|
+$761K
|
+54,589
|
+31%
|
|
|
15
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.67M
|
-$94K
|
-6,742
|
-3%
|
|
|
16
|
Atria Wealth Solutions
New York
|
$2.49M
|
+$74.9K
|
+5,371
|
+3%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.43M
|
-$74.9M
|
-5,373,622
|
-97%
|
|
|
18
|
GWN Securities
Palm Beach Gardens,
Florida
|
$2.33M
|
+$2.02M
|
+145,085
|
+600%
|
|
|
19
|
Avantax Advisory Services
Dallas,
Texas
|
$2.27M
|
+$297K
|
+21,306
|
+15%
|
|
|
20
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.16M
|
+$368K
|
+26,393
|
+20%
|
|
|
21
|
Copley Financial Group
San Diego,
California
|
$2.04M
|
-$52.7K
|
-3,782
|
-2%
|
|
|
22
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2M
|
+$749K
|
+53,681
|
+59%
|
|
|
23
|
Atria Investments
Charlotte,
North Carolina
|
$1.89M
|
+$269K
|
+19,273
|
+16%
|
|
|
24
|
Defined Financial Planning
San Rafael,
California
|
$1.82M
|
+$262K
|
+18,788
|
+17%
|
|
|
25
|
Pine Valley Investments
Marlton,
New Jersey
|
$1.25M
|
+$772K
|
+55,333
|
+155%
|
|
