|
1
|
Main Management
San Francisco,
California
|
$60.6M
|
+$91.1K
|
+4,574
|
+0.2%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$52.6M
|
-$11.3M
|
-565,852
|
-18%
|
|
|
3
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$52.6M
|
-$11.3M
|
-565,852
|
-18%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$21M
|
-$2.89M
|
-144,955
|
-12%
|
|
|
5
|
Potomac Fund Management
Miami,
Florida
|
$2.13M
|
+$2.04M
|
+102,383
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.73M
|
+$388K
|
+19,461
|
+31%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.65M
|
-$629K
|
-31,573
|
-29%
|
|
|
8
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.47M
|
-$22.4K
|
-1,123
|
-2%
|
|
|
9
|
TownSquare Capital
Provo,
Utah
|
$1.36M
|
-$433K
|
-21,734
|
-25%
|
|
|
10
|
GeoWealth Management
Chicago,
Illinois
|
$1.23M
|
-$164K
|
-8,234
|
-12%
|
|
|
11
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.13M
|
+$72K
|
+3,618
|
+7%
|
|
|
12
|
Atria Wealth Solutions
New York
|
$815K
|
-$56.2K
|
-2,823
|
-7%
|
|
|
13
|
WealthPLAN Partners
Omaha,
Nebraska
|
$752K
|
+$5.12K
|
+257
|
+0.7%
|
|
|
14
|
Copley Financial Group
San Diego,
California
|
$695K
|
+$308K
|
+15,449
|
+86%
|
|
|
15
|
Mutual Advisors
Omaha,
Nebraska
|
$689K
|
-$152K
|
-7,649
|
-19%
|
|
|
16
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$624K
|
–
|
–
|
–
|
|
|
17
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$509K
|
-$150K
|
-7,528
|
-24%
|
|
|
18
|
Encompass More Asset Management
Danville,
California
|
$470K
|
+$4.02K
|
+202
|
+0.9%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$436K
|
+$199K
|
+10,000
|
+92%
|
|
|
20
|
Cooper Financial Group
Irvine,
California
|
$256K
|
+$244K
|
+12,264
|
New
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
$224K
|
+$205K
|
+10,295
|
+2,200%
|
|
|
22
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$118K
|
+$113K
|
+5,687
|
New
|
|
|
23
|
Harbour Investments
Madison,
Wisconsin
|
$70.8K
|
-$11.5K
|
-578
|
-15%
|
|
|
24
|
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Cedar Rapids,
Iowa
|
$30.9K
|
-$7.67K
|
-385
|
-21%
|
|
|
25
|
BFC Planning, Inc.
Cedar Rapids,
Iowa
|
$30.9K
|
+$29.5K
|
+1,482
|
New
|
|
