|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$56.7M
|
-$84.2K
|
-5,118
|
-0.2%
|
|
|
2
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$56.7M
|
-$84.2K
|
-5,118
|
-0.2%
|
|
|
3
|
Main Management
San Francisco,
California
|
$50.2M
|
+$67.6K
|
+4,112
|
+0.1%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.09M
|
+$5.79M
|
+351,788
|
+666%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.61M
|
+$236K
|
+14,348
|
+19%
|
|
|
6
|
TownSquare Capital
Provo,
Utah
|
$1.47M
|
+$119K
|
+7,215
|
+9%
|
|
|
7
|
GeoWealth Management
Chicago,
Illinois
|
$1.02M
|
+$103K
|
+6,290
|
+12%
|
|
|
8
|
CreativeOne Wealth
Overland Park,
Kansas
|
$846K
|
+$506K
|
+30,791
|
+176%
|
|
|
9
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$755K
|
+$3.34K
|
+203
|
+0.5%
|
|
|
10
|
Atria Wealth Solutions
New York
|
$696K
|
+$7.05K
|
+429
|
+1%
|
|
|
11
|
WealthPLAN Partners
Omaha,
Nebraska
|
$613K
|
-$1.97K
|
-120
|
-0.3%
|
|
|
12
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$611K
|
+$573K
|
+34,845
|
New
|
|
|
13
|
Mutual Advisors
Omaha,
Nebraska
|
$562K
|
+$187K
|
+11,395
|
+55%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$319K
|
+$20.5K
|
+1,246
|
+7%
|
|
|
15
|
Encompass More Asset Management
Danville,
California
|
$214K
|
+$8.91K
|
+542
|
+5%
|
|
|
16
|
Whittier Trust
South Pasadena,
California
|
$80.2K
|
–
|
–
|
–
|
|
|
17
|
Harbour Investments
Madison,
Wisconsin
|
$35.9K
|
-$8.01K
|
-487
|
-19%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$19K
|
+$17.8K
|
+1,083
|
New
|
|
|
19
|
|
$9.45K
|
+$1.08K
|
+66
|
+14%
|
|
|
20
|
Geneos Wealth Management
Englewood,
Colorado
|
$8.2K
|
–
|
–
|
–
|
|
|
21
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$7.95K
|
+$8.22K
|
+500
|
New
|
|
|
22
|
ICA Group Wealth Management
Denver,
Colorado
|
$7.5K
|
+$1.84K
|
+112
|
+35%
|
|
|
23
|
US Bancorp
Minneapolis,
Minnesota
|
$3.51K
|
+$3.29K
|
+200
|
New
|
|
|
24
|
First Horizon Advisors
Memphis,
Tennessee
|
$2.65K
|
+$2.48K
|
+151
|
New
|
|
|
25
|
Gradient Investments
Arden Hills,
Minnesota
|
$912
|
–
|
–
|
–
|
|
