|
1
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$393M
|
+$463M
|
+16,175,940
|
New
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.31M
|
+$9.8M
|
+342,051
|
New
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.57M
|
+$1.38M
|
+48,262
|
+22%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.32M
|
-$151K
|
-5,274
|
-2%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$2.24M
|
-$1.16M
|
-40,473
|
-31%
|
|
|
6
|
Main Management
San Francisco,
California
|
$2.15M
|
+$8.74K
|
+305
|
+0.3%
|
|
|
7
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$2.09M
|
+$2.46M
|
+85,878
|
New
|
|
|
8
|
WealthPLAN Partners
Omaha,
Nebraska
|
$2M
|
+$1.41M
|
+49,374
|
+182%
|
|
|
9
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.86M
|
-$1.96M
|
-68,522
|
-47%
|
|
|
10
|
TownSquare Capital
Provo,
Utah
|
$1.13M
|
+$1.26M
|
+43,979
|
New
|
|
|
11
|
IFP Advisors
Tampa,
Florida
|
$525K
|
+$93.8K
|
+3,273
|
+18%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$447K
|
+$190K
|
+6,632
|
+56%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$445K
|
-$485K
|
-16,944
|
-48%
|
|
|
14
|
Next Financial Group
Houston,
Texas
|
$369K
|
+$135K
|
+4,699
|
+45%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$279K
|
+$143
|
+5
|
+0%
|
|
|
16
|
Geneos Wealth Management
Englewood,
Colorado
|
$225K
|
+$92.8K
|
+3,239
|
+51%
|
|
|
17
|
Meeder Asset Management
Dublin,
Ohio
|
$101K
|
-$128K
|
-4,455
|
-52%
|
|
|
18
|
Anchor Investment Management
Columbia,
South Carolina
|
$79.4K
|
-$2.87K
|
-100
|
-3%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$16K
|
-$9.65K
|
-337
|
-33%
|
|
|
20
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$13K
|
+$15.1K
|
+526
|
New
|
|
|
21
|
Gradient Investments
Arden Hills,
Minnesota
|
$10K
|
+$12.1K
|
+421
|
New
|
|
|
22
|
|
–
|
-$361K
|
-11,703
|
Closed
|
|
|
23
|
Concorde Asset Management
Ann Arbor,
Michigan
|
–
|
-$288K
|
-9,321
|
Closed
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$33K
|
-1,082
|
Closed
|
|
