|
1
|
Main Management
San Francisco,
California
|
$51.6M
|
+$169K
|
+8,111
|
+0.3%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$43.9M
|
-$860K
|
-41,383
|
-2%
|
|
|
3
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$43.9M
|
-$860K
|
-41,383
|
-2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$2.75M
|
+$1.52M
|
+72,967
|
+88%
|
|
|
5
|
Potomac Fund Management
Miami,
Florida
|
$1.7M
|
+$25.9K
|
+1,247
|
+1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.6M
|
+$239K
|
+11,522
|
+15%
|
|
|
7
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.28M
|
+$40K
|
+1,925
|
+3%
|
|
|
8
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.1M
|
+$175K
|
+8,420
|
+16%
|
|
|
9
|
GeoWealth Management
Chicago,
Illinois
|
$1.08M
|
+$41.3K
|
+1,987
|
+3%
|
|
|
10
|
TownSquare Capital
Provo,
Utah
|
$1.01M
|
-$170K
|
-8,202
|
-13%
|
|
|
11
|
Atria Wealth Solutions
New York
|
$777K
|
+$101K
|
+4,856
|
+12%
|
|
|
12
|
WealthPLAN Partners
Omaha,
Nebraska
|
$657K
|
+$22.2K
|
+1,067
|
+3%
|
|
|
13
|
Mutual Advisors
Omaha,
Nebraska
|
$608K
|
+$17.8K
|
+856
|
+3%
|
|
|
14
|
Copley Financial Group
San Diego,
California
|
$554K
|
-$42.4K
|
-2,040
|
-6%
|
|
|
15
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$529K
|
–
|
–
|
–
|
|
|
16
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$521K
|
+$613K
|
+29,493
|
New
|
|
|
17
|
GWN Securities
Palm Beach Gardens,
Florida
|
$476K
|
+$488K
|
+23,483
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$459K
|
-$21.3M
|
-1,025,547
|
-98%
|
|
|
19
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$420K
|
-$13.6K
|
-654
|
-3%
|
|
|
20
|
Encompass More Asset Management
Danville,
California
|
$243K
|
-$183K
|
-8,825
|
-39%
|
|
|
21
|
Cooper Financial Group
Irvine,
California
|
$213K
|
-$4.36K
|
-210
|
-2%
|
|
|
22
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$118K
|
–
|
–
|
–
|
|
|
23
|
Harbour Investments
Madison,
Wisconsin
|
$73.5K
|
+$15.8K
|
+760
|
+22%
|
|
|
24
|
BFC Planning, Inc.
Cedar Rapids,
Iowa
|
$31.5K
|
+$6.25K
|
+301
|
+20%
|
|
|
25
|
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Cedar Rapids,
Iowa
|
$31.5K
|
+$6.25K
|
+301
|
+20%
|
|
