|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$23.4M
|
+$11M
|
+377,428
|
+82%
|
|
|
2
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$23.4M
|
+$11M
|
+377,428
|
+82%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$20.9M
|
+$21.8M
|
+749,841
|
New
|
|
|
4
|
Freedom Investment Management
Hartford,
Connecticut
|
$6.71M
|
+$6.98M
|
+240,375
|
New
|
|
|
5
|
|
$2.2M
|
+$2.28M
|
+78,701
|
New
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.41M
|
+$788K
|
+27,144
|
+117%
|
|
|
7
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.34M
|
+$61.3K
|
+2,112
|
+5%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$729K
|
+$390K
|
+13,446
|
+106%
|
|
|
9
|
GeoWealth Management
Chicago,
Illinois
|
$635K
|
-$631K
|
-21,747
|
-49%
|
|
|
10
|
AE Wealth Management
Topeka,
Kansas
|
$541K
|
+$230K
|
+7,910
|
+69%
|
|
|
11
|
Toews Corporation
Northfield,
New Jersey
|
$534K
|
–
|
–
|
–
|
|
|
12
|
Capital Planning
Bellevue,
Washington
|
$512K
|
-$57.6K
|
-1,986
|
-10%
|
|
|
13
|
Cetera Advisor Networks
El Segundo,
California
|
$459K
|
+$478K
|
+16,456
|
New
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$446K
|
–
|
–
|
–
|
|
|
15
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$433K
|
-$18.5K
|
-638
|
-4%
|
|
|
16
|
ICA Group Wealth Management
Denver,
Colorado
|
$407K
|
+$304K
|
+10,478
|
+256%
|
|
|
17
|
Atria Wealth Solutions
New York
|
$404K
|
+$126K
|
+4,336
|
+43%
|
|
|
18
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$265K
|
+$276K
|
+9,501
|
New
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$19.8K
|
-$63.6K
|
-2,190
|
-75%
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$3.63K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$2.93K
|
+$3.05K
|
+105
|
New
|
|
|
22
|
GTS Securities
Miami,
Florida
|
–
|
-$288K
|
-9,891
|
Closed
|
|
