|
1
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$599M
|
-$11M
|
-287,662
|
-2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.3M
|
+$2.83M
|
+73,691
|
+19%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.6M
|
+$1.54M
|
+40,160
|
+11%
|
|
|
4
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$10.3M
|
+$10M
|
+260,954
|
New
|
|
|
5
|
Mutual Advisors
Omaha,
Nebraska
|
$4.73M
|
-$3.77M
|
-98,226
|
-42%
|
|
|
6
|
Main Management
San Francisco,
California
|
$4.42M
|
+$19.1K
|
+498
|
+0.4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$4.2M
|
+$2.66M
|
+69,350
|
+142%
|
|
|
8
|
Atria Wealth Solutions
New York
|
$4.16M
|
+$484K
|
+12,615
|
+12%
|
|
|
9
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.85M
|
+$4.16M
|
+108,424
|
New
|
|
|
10
|
Belpointe Asset Management
Reno,
Nevada
|
$3.37M
|
+$364K
|
+9,471
|
+11%
|
|
|
11
|
McAlister Sweet & Associates
Houston,
Texas
|
$2.6M
|
+$16.5K
|
+430
|
+0.6%
|
|
|
12
|
SimpliFi Inc
San Diego,
California
|
$2.23M
|
+$34.6K
|
+902
|
+1%
|
|
|
13
|
|
$1.88M
|
+$568K
|
+14,809
|
+39%
|
|
|
14
|
Astoria Portfolio Advisors
New York
|
$1.57M
|
+$240K
|
+6,254
|
+17%
|
|
|
15
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1.35M
|
–
|
–
|
–
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
$895K
|
+$967K
|
+25,193
|
New
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$892K
|
-$11.7K
|
-305
|
-1%
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
$812K
|
+$14.7K
|
+382
|
+2%
|
|
|
19
|
Financial Advocates Investment Management
Olympia,
Washington
|
$704K
|
+$639K
|
+16,637
|
New
|
|
|
20
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$677K
|
+$14K
|
+365
|
+2%
|
|
|
21
|
Independent Wealth Network
Urbandale,
Iowa
|
$675K
|
+$50.3K
|
+1,310
|
+7%
|
|
|
22
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$618K
|
+$206K
|
+5,375
|
+45%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$537K
|
-$25.5K
|
-664
|
-4%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$536K
|
+$98.1K
|
+2,555
|
+20%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$396K
|
-$6.26K
|
-163
|
-1%
|
|
