|
1
|
Howard Capital Management
Roswell,
Georgia
|
$159M
|
+$6.9M
|
+239,760
|
+5%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$38.4M
|
+$4.66M
|
+161,869
|
+15%
|
|
|
3
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$38.4M
|
+$4.66M
|
+161,869
|
+15%
|
|
|
4
|
CPR Investments
Rochester,
Michigan
|
$11.1M
|
+$3.36M
|
+116,808
|
+48%
|
|
|
5
|
Delta Investment Management
San Francisco,
California
|
$3.69M
|
+$1.22M
|
+42,277
|
+55%
|
|
|
6
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$3.51M
|
+$65.1K
|
+2,261
|
+2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.31M
|
-$1.4M
|
-48,672
|
-31%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$3.12M
|
-$1.12K
|
-39
|
-0%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.03M
|
-$320K
|
-11,118
|
-15%
|
|
|
10
|
Lifestyle Asset Management
Friendswood,
Texas
|
$1.13M
|
+$7.6K
|
+264
|
+0.7%
|
|
|
11
|
IFP Advisors
Tampa,
Florida
|
$1.1M
|
+$585K
|
+20,309
|
+133%
|
|
|
12
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.02M
|
+$44.6K
|
+1,551
|
+5%
|
|
|
13
|
Atria Wealth Solutions
New York
|
$945K
|
+$22.1K
|
+768
|
+3%
|
|
|
14
|
GTS Securities
Miami,
Florida
|
$648K
|
-$581K
|
-20,186
|
-49%
|
|
|
15
|
Axxcess Wealth Management
Carlsbad,
California
|
$407K
|
+$379K
|
+13,155
|
New
|
|
|
16
|
Coppell Advisory Solutions Corp
Coppell,
Texas
|
$384K
|
+$357K
|
+12,414
|
New
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$377K
|
-$2.02K
|
-70
|
-0.6%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$233K
|
-$642K
|
-22,291
|
-75%
|
|
|
19
|
Cetera Advisor Networks
El Segundo,
California
|
$233K
|
-$217K
|
-7,541
|
-50%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.5K
|
+$13.8K
|
+478
|
+398%
|
|
|
21
|
VitalStone Financial
Shavano Park,
Texas
|
$12K
|
+$58
|
+2
|
+0.5%
|
|
|
22
|
Tucker Asset Management
Littleton,
Colorado
|
$9.13K
|
+$8.49K
|
+295
|
New
|
|
|
23
|
NorthRock Partners
Minneapolis,
Minnesota
|
$3.5K
|
+$3.25K
|
+113
|
New
|
|
|
24
|
Brookstone Capital Management
Wheaton,
Illinois
|
–
|
-$15.1M
|
-566,123
|
Closed
|
|
|
25
|
Cetera Advisors
Denver,
Colorado
|
–
|
-$442K
|
-16,582
|
Closed
|
|
