|
1
|
Main Management
San Francisco,
California
|
$79.6M
|
+$1.13M
|
+49,141
|
+1%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$17.8M
|
-$734K
|
-31,863
|
-4%
|
|
|
3
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$17.8M
|
-$734K
|
-31,863
|
-4%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.22M
|
+$2.86M
|
+123,982
|
+43%
|
|
|
5
|
Echo45 Advisors
Walnut Creek,
California
|
$2.08M
|
+$462K
|
+20,070
|
+27%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.26M
|
-$200K
|
-8,694
|
-13%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.07M
|
+$1.12M
|
+48,560
|
New
|
|
|
8
|
|
$553K
|
+$576K
|
+25,020
|
New
|
|
|
9
|
|
$534K
|
-$84.3K
|
-3,661
|
-13%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$340K
|
+$76.1K
|
+3,305
|
+27%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$39.7K
|
+$41.4K
|
+1,798
|
New
|
|
|
12
|
First Horizon Advisors
Memphis,
Tennessee
|
$24.9K
|
–
|
–
|
–
|
|
|
13
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$24.6K
|
+$25.6K
|
+1,113
|
New
|
|
|
14
|
Principal Securities
Des Moines,
Iowa
|
$2.21K
|
–
|
–
|
–
|
|
|
15
|
|
$26
|
+$23
|
+1
|
New
|
|
|
16
|
Allworth Financial
Folsom,
California
|
–
|
-$12.8K
|
-534
|
Closed
|
|
