|
1
|
Main Management
San Francisco,
California
|
$23M
|
-$1.75M
|
-138,176
|
-7%
|
|
|
2
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$22.7M
|
+$2.63M
|
+207,392
|
+13%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$712K
|
+$91.3K
|
+7,202
|
+14%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$703K
|
-$15.8K
|
-1,247
|
-2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$443K
|
+$454K
|
+35,806
|
New
|
|
|
6
|
WealthPLAN Partners
Omaha,
Nebraska
|
$436K
|
+$388K
|
+30,617
|
New
|
|
|
7
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$432K
|
+$19.7K
|
+1,554
|
+5%
|
|
|
8
|
Mutual Advisors
Omaha,
Nebraska
|
$249K
|
+$32.6K
|
+2,573
|
+15%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$233K
|
+$239K
|
+18,833
|
New
|
|
|
10
|
TownSquare Capital
Provo,
Utah
|
$186K
|
-$879K
|
-69,390
|
-82%
|
|
|
11
|
CreativeOne Wealth
Overland Park,
Kansas
|
$143K
|
+$146K
|
+11,550
|
New
|
|
|
12
|
Belpointe Asset Management
Reno,
Nevada
|
$127K
|
+$29.7K
|
+2,341
|
+29%
|
|
|
13
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$48.9K
|
-$456
|
-36
|
-0.9%
|
|
|
14
|
Fiduciary Alliance
Greenville,
South Carolina
|
$33K
|
+$33.8K
|
+2,665
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$27.7K
|
+$15.3K
|
+1,211
|
+118%
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$22.8K
|
+$20.1K
|
+1,588
|
+625%
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$6K
|
+$520
|
+41
|
+21%
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
$5.79K
|
–
|
–
|
–
|
|
|
19
|
|
$2.3K
|
-$14.7K
|
-1,158
|
-86%
|
|
|
20
|
Gradient Investments
Arden Hills,
Minnesota
|
$1.31K
|
+$1.34K
|
+106
|
New
|
|
|
21
|
Coppell Advisory Solutions
Coppell,
Texas
|
$285
|
+$291
|
+23
|
New
|
|
|
22
|
Coppell Advisory Solutions Corp
Coppell,
Texas
|
$285
|
+$291
|
+23
|
New
|
|
