|
1
|
Howard Capital Management
Roswell,
Georgia
|
$220M
|
+$9.91M
|
+269,091
|
+3%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$58.7M
|
+$5.35M
|
+145,177
|
+10%
|
|
|
3
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$58.7M
|
+$5.35M
|
+145,177
|
+10%
|
|
|
4
|
Wealth Watch Advisors
Englewood,
Colorado
|
$16.2M
|
+$16.5M
|
+448,507
|
New
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.26M
|
+$320K
|
+8,679
|
+4%
|
|
|
6
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$7.55M
|
+$2.01M
|
+54,468
|
+35%
|
|
|
7
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$6.62M
|
+$330K
|
+8,954
|
+5%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.66M
|
+$599K
|
+16,265
|
+14%
|
|
|
9
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$4.54M
|
+$4.63M
|
+125,688
|
New
|
|
|
10
|
Atria Wealth Solutions
New York
|
$4.52M
|
+$3.41M
|
+92,598
|
+284%
|
|
|
11
|
CPR Investments
Rochester,
Michigan
|
$4.15M
|
-$2.25M
|
-61,134
|
-35%
|
|
|
12
|
Delta Investment Management
San Francisco,
California
|
$3.27M
|
-$6.15K
|
-167
|
-0.2%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.2M
|
+$265K
|
+7,203
|
+13%
|
|
|
14
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.93M
|
+$1.29M
|
+34,928
|
+192%
|
|
|
15
|
GTS Securities
Miami,
Florida
|
$1.8M
|
+$1.84M
|
+49,973
|
New
|
|
|
16
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.71M
|
+$379K
|
+10,278
|
+28%
|
|
|
17
|
Lifestyle Asset Management
Friendswood,
Texas
|
$1.18M
|
-$181K
|
-4,903
|
-13%
|
|
|
18
|
Atria Investments
Charlotte,
North Carolina
|
$907K
|
+$132K
|
+3,593
|
+17%
|
|
|
19
|
Vise Technologies
New York
|
$790K
|
+$559K
|
+15,163
|
+226%
|
|
|
20
|
J.W. Cole Advisors
Tampa,
Florida
|
$463K
|
+$115K
|
+3,111
|
+32%
|
|
|
21
|
Optivise Advisory Services
Franklin,
Tennessee
|
$455K
|
+$207K
|
+5,625
|
+80%
|
|
|
22
|
Coppell Advisory Solutions
Coppell,
Texas
|
$454K
|
-$13.5K
|
-366
|
-3%
|
|
|
23
|
Forum Financial Management
Lombard,
Illinois
|
$426K
|
–
|
–
|
–
|
|
|
24
|
|
$399K
|
+$407K
|
+11,052
|
New
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
$366K
|
+$31.8K
|
+864
|
+9%
|
|
