|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$42M
|
+$29M
|
+1,174,364
|
+269%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.4M
|
+$21.3M
|
+861,169
|
+233,379%
|
|
|
3
|
3EDGE Asset Management
Naples,
Florida
|
$4.02M
|
+$2.1M
|
+85,025
|
+122%
|
|
|
4
|
Potomac Fund Management
Miami,
Florida
|
$3.37M
|
+$2.61M
|
+105,748
|
+428%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.79M
|
+$1.19M
|
+48,217
|
+235%
|
|
|
6
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.51M
|
+$954K
|
+38,619
|
+201%
|
|
|
7
|
Diversify Wealth Management
Sandy,
Utah
|
$1.23M
|
+$850K
|
+34,406
|
+298%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$913K
|
+$866K
|
+35,044
|
New
|
|
|
9
|
GTS Securities
Miami,
Florida
|
$823K
|
-$354K
|
-14,328
|
-31%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$368K
|
+$349K
|
+14,123
|
New
|
|
|
11
|
Atria Investments
Charlotte,
North Carolina
|
$319K
|
+$302K
|
+12,228
|
New
|
|
|
12
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$319K
|
+$302K
|
+12,228
|
New
|
|
|
13
|
Bank of New York Mellon
New York
|
$230K
|
+$219K
|
+8,846
|
New
|
|
|
14
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$230K
|
+$219K
|
+8,845
|
New
|
|
|
15
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$113K
|
+$107K
|
+4,327
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$72.6K
|
-$9.59K
|
-388
|
-12%
|
|
|
17
|
|
$1.61K
|
+$1.53K
|
+62
|
New
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$990
|
-$2.2K
|
-89
|
-70%
|
|
|
19
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
–
|
-$622K
|
-26,125
|
Closed
|
|
|
20
|
Atria Wealth Solutions
New York
|
–
|
-$592K
|
-24,861
|
Closed
|
|
|
21
|
|
–
|
-$234K
|
-9,834
|
Closed
|
|
|
22
|
Coldstream Capital Management
Bellevue,
Washington
|
–
|
-$23.1K
|
-971
|
Closed
|
|
