|
1
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$15.4M
|
-$74K
|
-3,278
|
-0.5%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$15.4M
|
+$15.5M
|
+689,129
|
New
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.92M
|
+$58.8K
|
+2,608
|
+2%
|
|
|
4
|
Columbia Advisory Partners
Spokane,
Washington
|
$1.68M
|
+$1.69M
|
+75,079
|
New
|
|
|
5
|
Atria Investments
Charlotte,
North Carolina
|
$1.03M
|
-$615K
|
-27,266
|
-37%
|
|
|
6
|
TownSquare Capital
Provo,
Utah
|
$654K
|
-$30.5K
|
-1,354
|
-4%
|
|
|
7
|
Silver Oak Securities
Jackson,
Tennessee
|
$552K
|
+$169K
|
+7,485
|
+46%
|
|
|
8
|
CreativeOne Wealth
Overland Park,
Kansas
|
$464K
|
-$3K
|
-133
|
-0.6%
|
|
|
9
|
DFPG Investments
Sandy,
Utah
|
$270K
|
-$31.9K
|
-1,413
|
-10%
|
|
|
10
|
Geneos Wealth Management
Englewood,
Colorado
|
$40.4K
|
-$654
|
-29
|
-2%
|
|
|
11
|
IFP Advisors
Tampa,
Florida
|
$18.5K
|
+$361
|
+16
|
+2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$12.6K
|
+$12.7K
|
+565
|
New
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$1.14M
|
-50,752
|
Closed
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$202K
|
-8,989
|
Closed
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$24K
|
-1,067
|
Closed
|
|
