|
1
|
RFG Holdings
Argyle,
Texas
|
$19.4M
|
+$5.33M
|
+189,731
|
+38%
|
|
|
2
|
Royal Harbor Partners
Houston,
Texas
|
$13.5M
|
+$156K
|
+5,556
|
+1%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$13M
|
+$10.6M
|
+378,062
|
+471%
|
|
|
4
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$11.4M
|
+$573K
|
+20,401
|
+5%
|
|
|
5
|
Zega Financial
Palm Beach Gardens,
Florida
|
$7.32M
|
-$100K
|
-3,569
|
-1%
|
|
|
6
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$5.96M
|
-$176K
|
-6,275
|
-3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.03M
|
+$872K
|
+31,020
|
+21%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.33M
|
-$1.23M
|
-43,806
|
-22%
|
|
|
9
|
Equitable Holdings
New York
|
$3.12M
|
+$1.19M
|
+42,518
|
+63%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.82M
|
+$796K
|
+28,320
|
+40%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$2.48M
|
+$7.62K
|
+271
|
+0.3%
|
|
|
12
|
Auour Investments
Woburn,
Massachusetts
|
$2.45M
|
+$372K
|
+13,232
|
+18%
|
|
|
13
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$2.39M
|
–
|
–
|
–
|
|
|
14
|
Horizon Investments
Charlotte,
North Carolina
|
$2.21M
|
+$871
|
+31
|
+0%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.99M
|
+$8.96K
|
+319
|
+0.5%
|
|
|
16
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.99M
|
+$8.96K
|
+319
|
+0.5%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.66M
|
+$1.12M
|
+39,750
|
+210%
|
|
|
18
|
|
$1.38M
|
+$1.37M
|
+48,668
|
New
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$1.21M
|
+$708K
|
+25,204
|
+144%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.15M
|
+$43.2K
|
+1,539
|
+4%
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
$1.07M
|
+$71.3K
|
+2,536
|
+7%
|
|
|
22
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$938K
|
+$490K
|
+17,426
|
+111%
|
|
|
23
|
Hanover Advisors
Seneca,
South Carolina
|
$937K
|
+$188K
|
+6,680
|
+25%
|
|
|
24
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$860K
|
+$114K
|
+4,071
|
+16%
|
|
|
25
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$739K
|
+$261K
|
+9,284
|
+55%
|
|
