|
1
|
Howard Capital Management
Roswell,
Georgia
|
$185M
|
+$9.31M
|
+300,635
|
+6%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$42.9M
|
+$560K
|
+18,106
|
+1%
|
|
|
3
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$42.9M
|
+$560K
|
+18,106
|
+1%
|
|
|
4
|
CPR Investments
Rochester,
Michigan
|
$12.6M
|
+$282K
|
+9,120
|
+3%
|
|
|
5
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$4.6M
|
+$662K
|
+21,391
|
+19%
|
|
|
6
|
Delta Investment Management
San Francisco,
California
|
$4.05M
|
-$7.65K
|
-247
|
-0.2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$4M
|
+$323K
|
+10,431
|
+10%
|
|
|
8
|
GTS Securities
Miami,
Florida
|
$2.54M
|
+$1.67M
|
+53,811
|
+257%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.15M
|
-$77.1K
|
-2,492
|
-4%
|
|
|
10
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.81M
|
+$1.24M
|
+40,043
|
+304%
|
|
|
11
|
Lifestyle Asset Management
Friendswood,
Texas
|
$1.31M
|
+$59.3K
|
+1,916
|
+5%
|
|
|
12
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.18M
|
+$51K
|
+1,647
|
+5%
|
|
|
13
|
Atria Wealth Solutions
New York
|
$1.04M
|
-$4.64K
|
-150
|
-0.5%
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
$996K
|
-$197K
|
-6,353
|
-18%
|
|
|
15
|
Optivise Advisory Services
Franklin,
Tennessee
|
$992K
|
+$902K
|
+29,148
|
New
|
|
|
16
|
Atria Investments
Charlotte,
North Carolina
|
$822K
|
+$748K
|
+24,153
|
New
|
|
|
17
|
NDWM LLC
La Jolla,
California
|
$665K
|
+$604K
|
+19,520
|
New
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$531K
|
+$106K
|
+3,418
|
+28%
|
|
|
19
|
Arete Wealth Advisors
Chicago,
Illinois
|
$483K
|
+$437K
|
+14,123
|
New
|
|
|
20
|
Coppell Advisory Solutions
Coppell,
Texas
|
$421K
|
+$382K
|
+12,352
|
New
|
|
|
21
|
Forum Financial Management
Lombard,
Illinois
|
$402K
|
+$365K
|
+11,793
|
New
|
|
|
22
|
Vise Technologies
New York
|
$273K
|
+$248K
|
+8,016
|
New
|
|
|
23
|
J.W. Cole Advisors
Tampa,
Florida
|
$267K
|
+$243K
|
+7,854
|
New
|
|
|
24
|
IHT Wealth Management
Chicago,
Illinois
|
$205K
|
+$186K
|
+6,020
|
New
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.4K
|
–
|
–
|
–
|
|
