|
1
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$667M
|
+$12.7M
|
+326,621
|
+2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.7M
|
+$2M
|
+51,588
|
+11%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.2M
|
+$2.21M
|
+56,940
|
+14%
|
|
|
4
|
WealthPLAN Partners
Omaha,
Nebraska
|
$11.2M
|
+$10.4M
|
+267,122
|
New
|
|
|
5
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$11.2M
|
+$242K
|
+6,228
|
+2%
|
|
|
6
|
Mutual Advisors
Omaha,
Nebraska
|
$6.92M
|
+$1.75M
|
+45,211
|
+34%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$6.32M
|
+$1.74M
|
+44,754
|
+38%
|
|
|
8
|
Atria Wealth Solutions
New York
|
$5.93M
|
+$1.38M
|
+35,668
|
+31%
|
|
|
9
|
Main Management
San Francisco,
California
|
$4.94M
|
+$107K
|
+2,746
|
+2%
|
|
|
10
|
CreativeOne Wealth
Overland Park,
Kansas
|
$4.92M
|
+$714K
|
+18,398
|
+17%
|
|
|
11
|
Belpointe Asset Management
Reno,
Nevada
|
$3.94M
|
+$269K
|
+6,946
|
+7%
|
|
|
12
|
McAlister Sweet & Associates
Houston,
Texas
|
$2.85M
|
+$12.9K
|
+333
|
+0.5%
|
|
|
13
|
SimpliFi Inc
San Diego,
California
|
$2.36M
|
-$74.8K
|
-1,929
|
-3%
|
|
|
14
|
Atria Investments
Charlotte,
North Carolina
|
$1.65M
|
+$1.65M
|
+42,653
|
New
|
|
|
15
|
TownSquare Capital
Provo,
Utah
|
$1.63M
|
+$1.63M
|
+42,059
|
New
|
|
|
16
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1.45M
|
-$34.4K
|
-887
|
-2%
|
|
|
17
|
World Equity Group
Schaumburg,
Illinois
|
$1.24M
|
+$1.24M
|
+31,978
|
New
|
|
|
18
|
Fiduciary Alliance
Greenville,
South Carolina
|
$1.19M
|
+$1.19M
|
+30,724
|
New
|
|
|
19
|
Cetera Advisors
Denver,
Colorado
|
$982K
|
+$651K
|
+16,771
|
+196%
|
|
|
20
|
AE Wealth Management
Topeka,
Kansas
|
$960K
|
-$13.1K
|
-339
|
-1%
|
|
|
21
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$903K
|
+$164K
|
+4,223
|
+22%
|
|
|
22
|
Geneos Wealth Management
Englewood,
Colorado
|
$873K
|
-$14.2K
|
-366
|
-2%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$824K
|
+$239K
|
+6,171
|
+41%
|
|
|
24
|
|
$812K
|
+$812K
|
+20,946
|
New
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$780K
|
+$780K
|
+20,101
|
New
|
|
