|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$14.5M
|
+$14M
|
+532,375
|
New
|
|
|
2
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$14.5M
|
+$14M
|
+532,375
|
New
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9.16M
|
-$1.77M
|
-67,379
|
-17%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$4.13M
|
+$3.99M
|
+152,118
|
New
|
|
|
5
|
Hollencrest Capital Management
Newport Beach,
California
|
$2.95M
|
+$2.85M
|
+108,609
|
New
|
|
|
6
|
Lake Street Private Wealth
Chicago,
Illinois
|
$2.31M
|
+$2.23M
|
+85,215
|
New
|
|
|
7
|
Lokken Investment Group
Lewes,
Delaware
|
$2.03M
|
+$1.96M
|
+74,638
|
New
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$861K
|
+$832K
|
+31,725
|
New
|
|
|
9
|
|
$723K
|
+$699K
|
+26,638
|
New
|
|
|
10
|
Great Lakes Retirement
Sandusky,
Ohio
|
$366K
|
+$354K
|
+13,490
|
New
|
|
|
11
|
Pineridge Advisors
St. Charles,
Missouri
|
$6.73K
|
+$6.5K
|
+248
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$6.54K
|
-$3.3K
|
-126
|
-34%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$743
|
+$708
|
+27
|
New
|
|
|
14
|
Richard W. Paul & Associates
Novi,
Michigan
|
$733
|
+$708
|
+27
|
New
|
|
|
15
|
|
–
|
-$759K
|
-29,532
|
Closed
|
|
|
16
|
LPL Financial
San Diego,
California
|
–
|
-$415K
|
-16,155
|
Closed
|
|
