|
1
|
American Century Companies
Kansas City,
Missouri
|
$86.2M
|
–
|
–
|
–
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$19.3M
|
+$1.56M
|
+35,907
|
+9%
|
|
|
3
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$19.3M
|
+$18.6M
|
+427,654
|
+3,058%
|
|
|
4
|
Goldstein Advisors
Madison,
Wisconsin
|
$14.3M
|
+$377K
|
+8,691
|
+3%
|
|
|
5
|
Ledge Wealth Management
Sartell,
Minnesota
|
$13.5M
|
+$2.96M
|
+68,297
|
+28%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$7.14M
|
-$35.8K
|
-825
|
-0.5%
|
|
|
7
|
|
$5.61M
|
+$822K
|
+18,946
|
+17%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.66M
|
+$1.22M
|
+28,103
|
+284%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.27M
|
+$83.4K
|
+1,922
|
+7%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$820K
|
+$814K
|
+18,760
|
New
|
|
|
11
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$397K
|
-$34.9K
|
-804
|
-8%
|
|
|
12
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$211K
|
–
|
–
|
–
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$37K
|
-$116K
|
-2,675
|
-76%
|
|
|
14
|
Private Trust Company
Cleveland,
Ohio
|
$18.8K
|
–
|
–
|
–
|
|
|
15
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$4.67K
|
+$4.64K
|
+107
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$2.71K
|
-$52.3K
|
-1,205
|
-95%
|
|
|
17
|
ICA Group Wealth Management
Denver,
Colorado
|
$1.92K
|
–
|
–
|
–
|
|
|
18
|
WealthPLAN Partners
Omaha,
Nebraska
|
$437
|
+$434
|
+10
|
New
|
|
|
19
|
AssetMark Inc
Concord,
California
|
–
|
-$5.47K
|
-128
|
Closed
|
|
|
20
|
Fiduciary Alliance
Greenville,
South Carolina
|
–
|
-$1.2K
|
-28
|
Closed
|
|
