|
1
|
Main Management
San Francisco,
California
|
$84.2M
|
+$436K
|
+18,874
|
+0.5%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$20.9M
|
+$2.15M
|
+92,951
|
+12%
|
|
|
3
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$20.9M
|
+$2.15M
|
+92,951
|
+12%
|
|
|
4
|
Echo45 Advisors
Walnut Creek,
California
|
$2.06M
|
-$114K
|
-4,938
|
-5%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.18M
|
-$8.31M
|
-359,484
|
-88%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.13M
|
-$192K
|
-8,309
|
-15%
|
|
|
7
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.13M
|
+$208
|
+9
|
+0%
|
|
|
8
|
GWN Securities
Palm Beach Gardens,
Florida
|
$989K
|
+$984K
|
+42,561
|
New
|
|
|
9
|
|
$841K
|
+$278K
|
+12,038
|
+50%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$400K
|
+$42.3K
|
+1,828
|
+12%
|
|
|
11
|
First Horizon Advisors
Memphis,
Tennessee
|
$26.2K
|
–
|
–
|
–
|
|
|
12
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$24.6K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$11.5K
|
-$30.2K
|
-1,304
|
-73%
|
|
|
14
|
Principal Securities
Des Moines,
Iowa
|
$2.21K
|
–
|
–
|
–
|
|
|
15
|
|
$28
|
–
|
–
|
–
|
|
|
16
|
|
–
|
-$553K
|
-25,020
|
Closed
|
|
