|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$51.7M
|
+$11.5M
|
+807,149
|
+33%
|
|
|
2
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$51.7M
|
+$11.5M
|
+807,149
|
+33%
|
|
|
3
|
Main Management
San Francisco,
California
|
$46.9M
|
+$350K
|
+24,451
|
+0.9%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.27M
|
+$251K
|
+17,577
|
+29%
|
|
|
5
|
TownSquare Capital
Provo,
Utah
|
$1.26M
|
+$71.5K
|
+5,000
|
+7%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$865K
|
+$35.7K
|
+2,496
|
+5%
|
|
|
7
|
GeoWealth Management
Chicago,
Illinois
|
$849K
|
+$100K
|
+6,972
|
+16%
|
|
|
8
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$702K
|
+$200K
|
+13,960
|
+48%
|
|
|
9
|
Atria Wealth Solutions
New York
|
$644K
|
+$184K
|
+12,875
|
+49%
|
|
|
10
|
WealthPLAN Partners
Omaha,
Nebraska
|
$574K
|
+$30.5K
|
+2,133
|
+6%
|
|
|
11
|
Mutual Advisors
Omaha,
Nebraska
|
$338K
|
+$73.9K
|
+5,165
|
+33%
|
|
|
12
|
CreativeOne Wealth
Overland Park,
Kansas
|
$287K
|
+$250K
|
+17,497
|
New
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$278K
|
+$39.5K
|
+2,764
|
+19%
|
|
|
14
|
Encompass More Asset Management
Danville,
California
|
$191K
|
+$167K
|
+11,639
|
New
|
|
|
15
|
LPL Financial
San Diego,
California
|
$170K
|
+$148K
|
+10,352
|
New
|
|
|
16
|
Whittier Trust
South Pasadena,
California
|
$75K
|
+$65.5K
|
+4,577
|
New
|
|
|
17
|
Harbour Investments
Madison,
Wisconsin
|
$41.6K
|
+$6.31K
|
+441
|
+21%
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$27.4K
|
+$23.9K
|
+1,673
|
New
|
|
|
19
|
|
$7.75K
|
-$2.65K
|
-185
|
-28%
|
|
|
20
|
Geneos Wealth Management
Englewood,
Colorado
|
$7.67K
|
–
|
–
|
–
|
|
|
21
|
ICA Group Wealth Management
Denver,
Colorado
|
$5.18K
|
+$4.52K
|
+316
|
New
|
|
|
22
|
Coppell Advisory Solutions
Coppell,
Texas
|
$2.74K
|
+$2.06K
|
+144
|
+626%
|
|
|
23
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$2.44K
|
+$2.13K
|
+149
|
New
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$2.11K
|
+$1.85K
|
+129
|
New
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$1.24K
|
-$17.7K
|
-1,235
|
-94%
|
|
