|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$958M
|
-$13.3M
|
-256,838
|
-1%
|
|
|
2
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$958M
|
-$13.3M
|
-256,838
|
-1%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$363M
|
-$459K
|
-8,842
|
-0.1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$65.9M
|
+$12.1M
|
+233,678
|
+24%
|
|
|
5
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$53M
|
-$1.54M
|
-29,683
|
-3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$46.1M
|
+$6.34M
|
+122,123
|
+17%
|
|
|
7
|
TownSquare Capital
Provo,
Utah
|
$31.7M
|
+$292K
|
+5,635
|
+1%
|
|
|
8
|
Madrona Financial Services
Everett,
Washington
|
$30.2M
|
+$93.3K
|
+1,797
|
+0.3%
|
|
|
9
|
CreativeOne Wealth
Overland Park,
Kansas
|
$26.7M
|
+$13M
|
+250,372
|
+101%
|
|
|
10
|
GeoWealth Management
Chicago,
Illinois
|
$23.8M
|
+$2.55M
|
+49,123
|
+12%
|
|
|
11
|
Main Management
San Francisco,
California
|
$22.2M
|
+$300K
|
+5,785
|
+1%
|
|
|
12
|
Atria Wealth Solutions
New York
|
$18.9M
|
-$2.76M
|
-53,108
|
-13%
|
|
|
13
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$17.3M
|
-$310K
|
-5,971
|
-2%
|
|
|
14
|
WealthPLAN Partners
Omaha,
Nebraska
|
$15.4M
|
+$72.4K
|
+1,395
|
+0.5%
|
|
|
15
|
Encompass More Asset Management
Danville,
California
|
$13.5M
|
+$4.04M
|
+77,932
|
+45%
|
|
|
16
|
Atria Investments
Charlotte,
North Carolina
|
$12.8M
|
+$1.11M
|
+21,419
|
+10%
|
|
|
17
|
Mutual Advisors
Omaha,
Nebraska
|
$12.4M
|
+$819K
|
+15,785
|
+7%
|
|
|
18
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$12.3M
|
-$1.08M
|
-20,880
|
-8%
|
|
|
19
|
Spire Wealth Management
Mclean,
Virginia
|
$11.3M
|
-$155K
|
-2,978
|
-1%
|
|
|
20
|
Copley Financial Group
San Diego,
California
|
$10.8M
|
+$10.4M
|
+200,395
|
New
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.29M
|
+$221K
|
+4,253
|
+3%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.26M
|
+$4.11M
|
+79,228
|
+213%
|
|
|
23
|
Avantax Advisory Services
Dallas,
Texas
|
$6.21M
|
+$886K
|
+17,065
|
+17%
|
|
|
24
|
McAlister Sweet & Associates
Houston,
Texas
|
$5.62M
|
-$579K
|
-11,155
|
-10%
|
|
|
25
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.43M
|
+$391K
|
+7,530
|
+8%
|
|
