|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$54.8M
|
-$845K
|
-50,314
|
-2%
|
|
|
2
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$54.8M
|
-$845K
|
-50,314
|
-2%
|
|
|
3
|
Main Management
San Francisco,
California
|
$49.1M
|
-$156K
|
-9,274
|
-0.3%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.1M
|
+$13.8M
|
+824,088
|
+204%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.75M
|
+$161K
|
+9,589
|
+10%
|
|
|
6
|
TownSquare Capital
Provo,
Utah
|
$1.48M
|
+$31.6K
|
+1,881
|
+2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.05M
|
+$1.03M
|
+61,052
|
New
|
|
|
8
|
GeoWealth Management
Chicago,
Illinois
|
$1.02M
|
+$19.7K
|
+1,173
|
+2%
|
|
|
9
|
Atria Wealth Solutions
New York
|
$960K
|
+$270K
|
+16,094
|
+41%
|
|
|
10
|
Axiom Advisory
San Diego,
California
|
$924K
|
+$925K
|
+55,106
|
New
|
|
|
11
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$817K
|
+$74K
|
+4,405
|
+10%
|
|
|
12
|
Mutual Advisors
Omaha,
Nebraska
|
$638K
|
+$92.3K
|
+5,494
|
+17%
|
|
|
13
|
CreativeOne Wealth
Overland Park,
Kansas
|
$618K
|
-$207K
|
-12,314
|
-26%
|
|
|
14
|
WealthPLAN Partners
Omaha,
Nebraska
|
$604K
|
+$2.33K
|
+139
|
+0.4%
|
|
|
15
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$585K
|
-$14.1K
|
-837
|
-2%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$310K
|
-$3.26K
|
-194
|
-1%
|
|
|
17
|
Encompass More Asset Management
Danville,
California
|
$235K
|
+$25.3K
|
+1,504
|
+12%
|
|
|
18
|
Fiduciary Alliance
Greenville,
South Carolina
|
$174K
|
+$168K
|
+10,008
|
New
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$68.8K
|
+$32.7K
|
+1,950
|
+95%
|
|
|
20
|
Farther Finance Advisors
San Francisco,
California
|
$25.7K
|
+$25K
|
+1,490
|
New
|
|
|
21
|
|
$18.9K
|
+$9.37K
|
+558
|
+104%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18K
|
-$285
|
-17
|
-2%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$13.8K
|
+$13.4K
|
+797
|
+15,940%
|
|
|
24
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$8.69K
|
–
|
–
|
–
|
|
|
25
|
Geneos Wealth Management
Englewood,
Colorado
|
$8.05K
|
–
|
–
|
–
|
|
