|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10.4M
|
+$10.3M
|
+436,095
|
New
|
|
|
2
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$10.4M
|
+$10.3M
|
+436,095
|
New
|
|
|
3
|
3EDGE Asset Management
Naples,
Florida
|
$1.65M
|
+$729K
|
+30,789
|
+80%
|
|
|
4
|
GTS Securities
Miami,
Florida
|
$1.09M
|
+$806K
|
+34,078
|
+288%
|
|
|
5
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$622K
|
+$78.1K
|
+3,301
|
+14%
|
|
|
6
|
Atria Wealth Solutions
New York
|
$592K
|
+$83.7K
|
+3,538
|
+17%
|
|
|
7
|
Potomac Fund Management
Miami,
Florida
|
$577K
|
+$330K
|
+13,928
|
+130%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$488K
|
+$85.4K
|
+3,609
|
+21%
|
|
|
9
|
Strategic Blueprint
Atlanta,
Georgia
|
$457K
|
-$7.12K
|
-301
|
-2%
|
|
|
10
|
Diversify Wealth Management
Sandy,
Utah
|
$282K
|
+$3.64K
|
+154
|
+1%
|
|
|
11
|
|
$234K
|
-$207K
|
-8,746
|
-47%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$75.6K
|
+$4.57K
|
+193
|
+6%
|
|
|
13
|
Coldstream Capital Management
Bellevue,
Washington
|
$23.1K
|
+$23K
|
+971
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.78K
|
-$5.27M
|
-222,721
|
-100%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$3.02K
|
+$3K
|
+127
|
New
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$229K
|
-10,045
|
Closed
|
|
