|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$985M
|
+$5.74M
|
+103,460
|
+0.6%
|
|
|
2
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$985M
|
+$5.74M
|
+103,460
|
+0.6%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$374M
|
+$32.4M
|
+584,940
|
+9%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$77.3M
|
+$9.93M
|
+179,109
|
+15%
|
|
|
5
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$53.1M
|
-$1.08M
|
-19,402
|
-2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$46.8M
|
-$343K
|
-6,188
|
-0.7%
|
|
|
7
|
Potomac Fund Management
Miami,
Florida
|
$40.1M
|
+$40.5M
|
+729,708
|
New
|
|
|
8
|
TownSquare Capital
Provo,
Utah
|
$30.4M
|
-$2.02M
|
-36,385
|
-6%
|
|
|
9
|
CreativeOne Wealth
Overland Park,
Kansas
|
$29.2M
|
+$1.86M
|
+33,515
|
+7%
|
|
|
10
|
Madrona Financial Services
Everett,
Washington
|
$28.9M
|
-$1.95M
|
-35,258
|
-6%
|
|
|
11
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$24.4M
|
+$6.77M
|
+122,064
|
+38%
|
|
|
12
|
Main Management
San Francisco,
California
|
$22.8M
|
+$85.2K
|
+1,537
|
+0.4%
|
|
|
13
|
Atria Wealth Solutions
New York
|
$22.1M
|
+$2.8M
|
+50,514
|
+14%
|
|
|
14
|
GeoWealth Management
Chicago,
Illinois
|
$21.5M
|
-$2.82M
|
-50,770
|
-11%
|
|
|
15
|
Copley Financial Group
San Diego,
California
|
$19.1M
|
+$8.2M
|
+147,969
|
+74%
|
|
|
16
|
WealthPLAN Partners
Omaha,
Nebraska
|
$16.8M
|
+$1.08M
|
+19,424
|
+7%
|
|
|
17
|
Encompass More Asset Management
Danville,
California
|
$15.8M
|
+$1.95M
|
+35,132
|
+14%
|
|
|
18
|
Mutual Advisors
Omaha,
Nebraska
|
$12.3M
|
-$452K
|
-8,147
|
-4%
|
|
|
19
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$12.3M
|
-$272K
|
-4,905
|
-2%
|
|
|
20
|
Atria Investments
Charlotte,
North Carolina
|
$11.3M
|
-$1.82M
|
-32,840
|
-14%
|
|
|
21
|
Spire Wealth Management
Mclean,
Virginia
|
$11.1M
|
-$491K
|
-8,848
|
-4%
|
|
|
22
|
Integrity Alliance
Urbandale,
Iowa
|
$9.94M
|
+$10M
|
+180,945
|
New
|
|
|
23
|
Defined Financial Planning
San Rafael,
California
|
$8.21M
|
+$8.28M
|
+149,419
|
New
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.54M
|
+$88.8K
|
+1,602
|
+1%
|
|
|
25
|
Avantax Advisory Services
Dallas,
Texas
|
$7.09M
|
+$754K
|
+13,603
|
+12%
|
|
