|
1
|
Main Management
San Francisco,
California
|
$41.4M
|
+$1.48M
|
+106,346
|
+4%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$33.3M
|
+$3.49M
|
+250,108
|
+13%
|
|
|
3
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$33.3M
|
+$3.49M
|
+250,108
|
+13%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.2M
|
+$124K
|
+8,896
|
+12%
|
|
|
5
|
TownSquare Capital
Provo,
Utah
|
$1.03M
|
+$589K
|
+42,155
|
+155%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$746K
|
-$802K
|
-57,417
|
-53%
|
|
|
7
|
GeoWealth Management
Chicago,
Illinois
|
$592K
|
+$556K
|
+39,836
|
New
|
|
|
8
|
WealthPLAN Partners
Omaha,
Nebraska
|
$480K
|
+$21K
|
+1,507
|
+5%
|
|
|
9
|
Mutual Advisors
Omaha,
Nebraska
|
$352K
|
+$54.5K
|
+3,900
|
+20%
|
|
|
10
|
CreativeOne Wealth
Overland Park,
Kansas
|
$271K
|
+$83.2K
|
+5,956
|
+49%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$190K
|
-$268K
|
-19,170
|
-60%
|
|
|
12
|
Atria Wealth Solutions
New York
|
$183K
|
+$20.9K
|
+1,494
|
+14%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$176K
|
+$165K
|
+11,822
|
New
|
|
|
14
|
Fiduciary Alliance
Greenville,
South Carolina
|
$47K
|
+$44.2K
|
+3,168
|
New
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
$31.1K
|
-$2.58K
|
-185
|
-8%
|
|
|
16
|
Geneos Wealth Management
Englewood,
Colorado
|
$7.35K
|
+$377
|
+27
|
+6%
|
|
|
17
|
ICA Group Wealth Management
Denver,
Colorado
|
$4.14K
|
+$3.9K
|
+279
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$4.07K
|
-$32.3K
|
-2,312
|
-89%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3K
|
+$3.13K
|
+224
|
New
|
|
|
20
|
Allworth Financial
Folsom,
California
|
$2.51K
|
–
|
–
|
–
|
|
|
21
|
|
$1.47K
|
-$1.8K
|
-129
|
-57%
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$1.14K
|
-$545
|
-39
|
-34%
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$876
|
+$824
|
+59
|
New
|
|
|
24
|
Westside Investment Management
Santa Monica,
California
|
$817
|
+$768
|
+55
|
New
|
|
|
25
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$157K
|
-11,106
|
Closed
|
|
