|
1
|
Main Management
San Francisco,
California
|
$34.7M
|
+$10.9M
|
+623,759
|
+45%
|
|
|
2
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$27.7M
|
+$422K
|
+24,212
|
+2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$795K
|
+$111K
|
+6,347
|
+16%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$480K
|
+$70.1K
|
+4,023
|
+17%
|
|
|
5
|
WealthPLAN Partners
Omaha,
Nebraska
|
$329K
|
+$16.3K
|
+936
|
+4%
|
|
|
6
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$329K
|
+$391K
|
+22,450
|
New
|
|
|
7
|
Mutual Advisors
Omaha,
Nebraska
|
$268K
|
+$5.47K
|
+314
|
+2%
|
|
|
8
|
Belpointe Asset Management
Reno,
Nevada
|
$108K
|
-$27.8K
|
-1,595
|
-20%
|
|
|
9
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$69K
|
+$1.76K
|
+101
|
+3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$39K
|
+$39.8K
|
+2,285
|
New
|
|
|
11
|
Advisornet Financial
Minnetonka,
Minnesota
|
$23K
|
-$523
|
-30
|
-2%
|
|
|
12
|
Geneos Wealth Management
Englewood,
Colorado
|
$8K
|
–
|
–
|
–
|
|
|
13
|
IFP Advisors
Tampa,
Florida
|
$6K
|
-$383
|
-22
|
-10%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$2K
|
+$1.76K
|
+101
|
New
|
|
|
15
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.59K
|
–
|
–
|
–
|
|
|
16
|
Red Door Wealth Management
Memphis,
Tennessee
|
–
|
-$269K
|
-13,154
|
Closed
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$2K
|
-101
|
Closed
|
|
|
18
|
Meeder Asset Management
Dublin,
Ohio
|
–
|
-$610
|
-35
|
-80%
|
|
