|
1
|
Main Management
San Francisco,
California
|
$38.5M
|
+$674K
|
+45,765
|
+2%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$33M
|
+$2.77M
|
+188,415
|
+8%
|
|
|
3
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$33M
|
+$2.77M
|
+188,415
|
+8%
|
|
|
4
|
TownSquare Capital
Provo,
Utah
|
$974K
|
+$34.8K
|
+2,362
|
+3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$815K
|
-$309K
|
-21,006
|
-26%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$663K
|
+$1.44K
|
+98
|
+0.2%
|
|
|
7
|
GeoWealth Management
Chicago,
Illinois
|
$610K
|
+$74K
|
+5,029
|
+13%
|
|
|
8
|
WealthPLAN Partners
Omaha,
Nebraska
|
$447K
|
+$8.73K
|
+593
|
+2%
|
|
|
9
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$393K
|
+$426K
|
+28,924
|
New
|
|
|
10
|
Atria Wealth Solutions
New York
|
$359K
|
+$208K
|
+14,133
|
+115%
|
|
|
11
|
Mutual Advisors
Omaha,
Nebraska
|
$210K
|
-$121K
|
-8,198
|
-35%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$193K
|
+$34.9K
|
+2,368
|
+20%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$151K
|
+$163K
|
+11,085
|
New
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$28.5K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$17.8K
|
+$15.3K
|
+1,037
|
+378%
|
|
|
16
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$10.9K
|
+$11.9K
|
+806
|
New
|
|
|
17
|
|
$8.94K
|
+$8.23K
|
+559
|
+565%
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
$6.36K
|
-$398
|
-27
|
-5%
|
|
|
19
|
Allworth Financial
Folsom,
California
|
$2.3K
|
–
|
–
|
–
|
|
|
20
|
Impact Partnership Wealth
Marietta,
Georgia
|
$1.22K
|
+$1.32K
|
+90
|
New
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$761
|
-$309
|
-21
|
-27%
|
|
|
22
|
Coppell Advisory Solutions
Coppell,
Texas
|
$285
|
+$339
|
+23
|
New
|
|
|
23
|
CreativeOne Wealth
Overland Park,
Kansas
|
–
|
-$271K
|
-18,217
|
Closed
|
|
|
24
|
LPL Financial
San Diego,
California
|
–
|
-$190K
|
-12,808
|
Closed
|
|
|
25
|
Fiduciary Alliance
Greenville,
South Carolina
|
–
|
-$47K
|
-3,168
|
Closed
|
|
