|
1
|
HFG Wealth Management
The Woodlands,
Texas
|
$122M
|
+$117M
|
+4,469,928
|
New
|
|
|
2
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$10.8M
|
+$5.52M
|
+210,549
|
+113%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10.8M
|
+$10.4M
|
+396,374
|
New
|
|
|
4
|
Delta Investment Management
San Francisco,
California
|
$1.77M
|
-$129K
|
-4,940
|
-7%
|
|
|
5
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
$787K
|
+$794K
|
+30,314
|
New
|
|
|
6
|
Silver Oak Securities
Jackson,
Tennessee
|
$773K
|
+$250K
|
+9,549
|
+54%
|
|
|
7
|
Capital Planning
Bellevue,
Washington
|
$554K
|
+$55.7K
|
+2,124
|
+12%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$554K
|
-$173K
|
-6,602
|
-25%
|
|
|
9
|
Toews Corporation
Northfield,
New Jersey
|
$516K
|
–
|
–
|
–
|
|
|
10
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$445K
|
-$4.14K
|
-158
|
-1%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$435K
|
–
|
–
|
–
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$337K
|
-$152K
|
-5,791
|
-32%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$280K
|
+$19.8K
|
+755
|
+8%
|
|
|
14
|
GeoWealth Management
Chicago,
Illinois
|
$275K
|
+$264K
|
+10,092
|
New
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$79.1K
|
+$76K
|
+2,901
|
New
|
|
|
16
|
ICA Group Wealth Management
Denver,
Colorado
|
$45.4K
|
–
|
–
|
–
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$3.26K
|
-$103K
|
-3,944
|
-97%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$2.43K
|
-$71.9K
|
-2,745
|
-97%
|
|
