|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$106M
|
+$105M
|
+4,251,361
|
New
|
|
|
2
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$106M
|
+$105M
|
+4,251,361
|
New
|
|
|
3
|
Strategic Blueprint
Atlanta,
Georgia
|
$7M
|
+$684K
|
+27,739
|
+11%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.48M
|
+$2.42M
|
+98,037
|
+60%
|
|
|
5
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.54M
|
+$389K
|
+15,783
|
+9%
|
|
|
6
|
Atria Wealth Solutions
New York
|
$4.4M
|
+$411K
|
+16,644
|
+10%
|
|
|
7
|
3EDGE Asset Management
Naples,
Florida
|
$4.06M
|
+$957K
|
+38,795
|
+31%
|
|
|
8
|
Potomac Fund Management
Miami,
Florida
|
$2.47M
|
+$1.6M
|
+64,700
|
+183%
|
|
|
9
|
GWN Securities
Palm Beach Gardens,
Florida
|
$1.87M
|
+$1.85M
|
+74,986
|
New
|
|
|
10
|
Diversify Wealth Management
Sandy,
Utah
|
$1.24M
|
+$577K
|
+23,374
|
+89%
|
|
|
11
|
GTS Securities
Miami,
Florida
|
$968K
|
+$960K
|
+38,902
|
New
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$911K
|
+$227K
|
+9,194
|
+34%
|
|
|
13
|
|
$683K
|
+$208K
|
+8,431
|
+44%
|
|
|
14
|
Atria Investments
Charlotte,
North Carolina
|
$445K
|
+$103K
|
+4,165
|
+30%
|
|
|
15
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$445K
|
+$103K
|
+4,165
|
+30%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$422K
|
+$419K
|
+16,968
|
New
|
|
|
17
|
Bank of New York Mellon
New York
|
$309K
|
-$154K
|
-6,238
|
-33%
|
|
|
18
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$309K
|
-$176K
|
-7,125
|
-36%
|
|
|
19
|
Secure Asset Management
Troy,
Michigan
|
$247K
|
+$245K
|
+9,916
|
New
|
|
|
20
|
Coldstream Capital Management
Bellevue,
Washington
|
$177K
|
+$176K
|
+7,129
|
New
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$56.6K
|
-$53.6M
|
-2,172,427
|
-100%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$32.7K
|
+$32.4K
|
+1,314
|
New
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$390K
|
-15,917
|
Closed
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
–
|
-$3.13K
|
-128
|
Closed
|
|
