|
1
|
Howard Capital Management
Roswell,
Georgia
|
$96.5M
|
+$21.9M
|
+851,768
|
+27%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$17.9M
|
+$1.75M
|
+67,951
|
+10%
|
|
|
3
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$17.9M
|
+$1.75M
|
+67,951
|
+10%
|
|
|
4
|
Brookstone Capital Management
Wheaton,
Illinois
|
$10.6M
|
+$177K
|
+6,887
|
+2%
|
|
|
5
|
CPR Investments
Rochester,
Michigan
|
$4.59M
|
-$926K
|
-35,934
|
-16%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.42M
|
-$408K
|
-15,824
|
-10%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$2.38M
|
–
|
–
|
–
|
|
|
8
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.49M
|
+$285K
|
+11,064
|
+21%
|
|
|
9
|
IFP Advisors
Tampa,
Florida
|
$1.38M
|
-$62.5K
|
-2,428
|
-4%
|
|
|
10
|
GTS Securities
Miami,
Florida
|
$1.35M
|
+$1.46M
|
+56,645
|
New
|
|
|
11
|
Lifestyle Asset Management
Friendswood,
Texas
|
$726K
|
+$788K
|
+30,571
|
New
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$726K
|
-$48.6K
|
-1,888
|
-6%
|
|
|
13
|
|
$599K
|
-$1.89M
|
-73,385
|
-74%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$533K
|
+$110K
|
+4,277
|
+24%
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$484K
|
-$29.7K
|
-1,152
|
-5%
|
|
|
16
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$440K
|
+$477K
|
+18,503
|
New
|
|
|
17
|
Cetera Advisors
Denver,
Colorado
|
$394K
|
-$19.8K
|
-768
|
-4%
|
|
|
18
|
Atria Wealth Solutions
New York
|
$370K
|
-$4.74K
|
-184
|
-1%
|
|
|
19
|
VitalStone Financial
Shavano Park,
Texas
|
$9K
|
+$10.3K
|
+400
|
New
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$2.6M
|
-100,000
|
Closed
|
|
|
21
|
|
–
|
-$2.6M
|
-100,000
|
Closed
|
|
|
22
|
Coppell Advisory Solutions
Coppell,
Texas
|
–
|
-$1.17M
|
-46,193
|
Closed
|
|
