|
1
|
Main Management
San Francisco,
California
|
$37.9M
|
+$11.4M
|
+826,592
|
+45%
|
|
|
2
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$28.2M
|
+$2.15M
|
+156,439
|
+9%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$28.2M
|
+$27.4M
|
+1,993,181
|
New
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.52M
|
+$698K
|
+50,851
|
+90%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.02M
|
+$199K
|
+14,523
|
+25%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$452K
|
-$52.6K
|
-3,828
|
-11%
|
|
|
7
|
WealthPLAN Partners
Omaha,
Nebraska
|
$436K
|
+$2.99K
|
+218
|
+0.7%
|
|
|
8
|
TownSquare Capital
Provo,
Utah
|
$384K
|
+$167K
|
+12,165
|
+81%
|
|
|
9
|
Mutual Advisors
Omaha,
Nebraska
|
$280K
|
-$4.53K
|
-330
|
-2%
|
|
|
10
|
CreativeOne Wealth
Overland Park,
Kansas
|
$173K
|
+$9.8K
|
+711
|
+6%
|
|
|
11
|
Belpointe Asset Management
Reno,
Nevada
|
$157K
|
+$11.2K
|
+815
|
+8%
|
|
|
12
|
Atria Wealth Solutions
New York
|
$153K
|
+$148K
|
+10,795
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$36.6K
|
+$4.83K
|
+352
|
+16%
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$32.2K
|
+$6.03K
|
+439
|
+24%
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$6.62K
|
–
|
–
|
–
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$3.86K
|
+$3.75K
|
+273
|
New
|
|
|
17
|
|
$3.22K
|
+$577
|
+42
|
+23%
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$2.86K
|
-$1.62K
|
-118
|
-50%
|
|
|
19
|
Allworth Financial
Folsom,
California
|
$2.39K
|
+$2.32K
|
+169
|
New
|
|
|
20
|
Bessemer Group
Woodbridge,
New Jersey
|
$1K
|
+$783
|
+57
|
New
|
|
|
21
|
WealthPlan Investment Management
Omaha,
Nebraska
|
–
|
-$432K
|
-30,619
|
Closed
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$233K
|
-18,833
|
Closed
|
|
|
23
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
–
|
-$54K
|
-3,935
|
Closed
|
|
|
24
|
Fiduciary Alliance
Greenville,
South Carolina
|
–
|
-$33K
|
-2,665
|
Closed
|
|
|
25
|
Gradient Investments
Arden Hills,
Minnesota
|
–
|
-$1.31K
|
-106
|
Closed
|
|
