|
1
|
Howard Capital Management
Roswell,
Georgia
|
$130M
|
+$20.3M
|
+828,668
|
+20%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$28.3M
|
+$8.05M
|
+328,411
|
+44%
|
|
|
3
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$28.3M
|
+$8.05M
|
+328,411
|
+44%
|
|
|
4
|
Brookstone Capital Management
Wheaton,
Illinois
|
$15.1M
|
+$3.03M
|
+123,616
|
+28%
|
|
|
5
|
CPR Investments
Rochester,
Michigan
|
$6.48M
|
+$1.23M
|
+50,263
|
+26%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.14M
|
+$289K
|
+11,796
|
+8%
|
|
|
7
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$3.11M
|
+$1.19M
|
+48,684
|
+78%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$2.69M
|
+$24.3K
|
+993
|
+1%
|
|
|
9
|
Delta Investment Management
San Francisco,
California
|
$2.05M
|
+$1.88M
|
+76,890
|
New
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.04M
|
+$1.88M
|
+76,611
|
New
|
|
|
11
|
Coppell Advisory Solutions
Coppell,
Texas
|
$1.68M
|
+$1.55M
|
+63,256
|
New
|
|
|
12
|
GTS Securities
Miami,
Florida
|
$1.09M
|
-$381K
|
-15,530
|
-27%
|
|
|
13
|
Lifestyle Asset Management
Friendswood,
Texas
|
$969K
|
+$143K
|
+5,823
|
+19%
|
|
|
14
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$836K
|
+$316K
|
+12,904
|
+70%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$794K
|
-$17.5K
|
-714
|
-2%
|
|
|
16
|
Atria Wealth Solutions
New York
|
$793K
|
+$348K
|
+14,188
|
+91%
|
|
|
17
|
Cetera Advisors
Denver,
Colorado
|
$442K
|
–
|
–
|
–
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$407K
|
-$1.05M
|
-42,794
|
-74%
|
|
|
19
|
Cetera Advisor Networks
El Segundo,
California
|
$401K
|
-$130K
|
-5,309
|
-26%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$326K
|
+$301K
|
+12,261
|
New
|
|
|
21
|
VitalStone Financial
Shavano Park,
Texas
|
$11K
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.19K
|
-$547K
|
-22,324
|
-99%
|
|
|
23
|
|
–
|
-$599K
|
-25,187
|
Closed
|
|
