|
1
|
Main Management
San Francisco,
California
|
$104M
|
+$2.49M
|
+89,077
|
+2%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$25.5M
|
+$457K
|
+16,341
|
+2%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.7M
|
+$11.7M
|
+418,751
|
New
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.84M
|
-$785K
|
-28,046
|
-9%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.59M
|
+$888K
|
+31,743
|
+24%
|
|
|
6
|
Echo45 Advisors
Walnut Creek,
California
|
$2.32M
|
-$43.4K
|
-1,552
|
-2%
|
|
|
7
|
GWN Securities
Palm Beach Gardens,
Florida
|
$1.59M
|
+$211K
|
+7,532
|
+15%
|
|
|
8
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.03M
|
-$4.42K
|
-158
|
-0.4%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$638K
|
+$640K
|
+22,877
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$414K
|
-$111K
|
-3,953
|
-21%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$225K
|
+$225K
|
+8,049
|
New
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$83.8K
|
+$84.1K
|
+3,004
|
New
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$12.3K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$2.06K
|
-$4.06K
|
-145
|
-66%
|
|
|
15
|
Root Financial Partners
Encinitas,
California
|
$1.26K
|
–
|
–
|
–
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$86
|
+$84
|
+3
|
New
|
|
|
17
|
|
–
|
-$1.02M
|
-36,566
|
Closed
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
–
|
-$247K
|
-8,885
|
Closed
|
|
|
19
|
|
–
|
-$42
|
-1
|
Closed
|
|
