|
1
|
Howard Capital Management
Roswell,
Georgia
|
$205M
|
+$85.5M
|
+2,559,181
|
+47%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$52.3M
|
+$7.44M
|
+222,471
|
+18%
|
|
|
3
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$52.3M
|
+$7.44M
|
+222,471
|
+18%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.77M
|
+$6.84M
|
+204,700
|
+1,311%
|
|
|
5
|
CPR Investments
Rochester,
Michigan
|
$6.21M
|
-$6.46M
|
-193,225
|
-52%
|
|
|
6
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$6.15M
|
+$1.32M
|
+39,538
|
+29%
|
|
|
7
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$5.46M
|
+$5.18M
|
+154,853
|
New
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.98M
|
-$152K
|
-4,561
|
-4%
|
|
|
9
|
Delta Investment Management
San Francisco,
California
|
$3.2M
|
-$941K
|
-28,147
|
-24%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.89M
|
-$309K
|
-9,246
|
-15%
|
|
|
11
|
Lifestyle Asset Management
Friendswood,
Texas
|
$1.32M
|
-$36.9K
|
-1,103
|
-3%
|
|
|
12
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.31M
|
+$82K
|
+2,452
|
+7%
|
|
|
13
|
Atria Wealth Solutions
New York
|
$1.15M
|
+$75.5K
|
+2,258
|
+7%
|
|
|
14
|
Atria Investments
Charlotte,
North Carolina
|
$759K
|
-$87.6K
|
-2,620
|
-11%
|
|
|
15
|
Arete Wealth Advisors
Chicago,
Illinois
|
$633K
|
+$135K
|
+4,049
|
+29%
|
|
|
16
|
Coppell Advisory Solutions
Coppell,
Texas
|
$446K
|
+$12.6K
|
+377
|
+3%
|
|
|
17
|
Forum Financial Management
Lombard,
Illinois
|
$416K
|
–
|
–
|
–
|
|
|
18
|
J.W. Cole Advisors
Tampa,
Florida
|
$343K
|
+$62.7K
|
+1,875
|
+24%
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$327K
|
-$668K
|
-19,982
|
-68%
|
|
|
20
|
IHT Wealth Management
Chicago,
Illinois
|
$309K
|
+$95.5K
|
+2,858
|
+47%
|
|
|
21
|
Optivise Advisory Services
Franklin,
Tennessee
|
$246K
|
-$741K
|
-22,159
|
-76%
|
|
|
22
|
World Investment Advisors
Santa Barbara,
California
|
$240K
|
+$228K
|
+6,821
|
New
|
|
|
23
|
Vise Technologies
New York
|
$237K
|
-$43.2K
|
-1,293
|
-16%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.1K
|
–
|
–
|
–
|
|
|
25
|
VitalStone Financial
Shavano Park,
Texas
|
$17.7K
|
+$33
|
+1
|
+0.2%
|
|
