|
1
|
HFG Wealth Management
The Woodlands,
Texas
|
$102M
|
+$99M
|
+3,539,916
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$25.7M
|
+$3.88M
|
+138,662
|
+18%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$25.5M
|
+$1.14M
|
+40,851
|
+5%
|
|
|
4
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$25.5M
|
+$1.14M
|
+40,851
|
+5%
|
|
|
5
|
Freedom Investment Management
Hartford,
Connecticut
|
$6.28M
|
-$651K
|
-23,263
|
-10%
|
|
|
6
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$4.48M
|
+$4.33M
|
+154,940
|
New
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.4M
|
-$51.6K
|
-1,845
|
-4%
|
|
|
8
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.33M
|
-$55.1K
|
-1,969
|
-4%
|
|
|
9
|
ICA Group Wealth Management
Denver,
Colorado
|
$858K
|
+$423K
|
+15,111
|
+104%
|
|
|
10
|
GTS Securities
Miami,
Florida
|
$625K
|
+$605K
|
+21,632
|
New
|
|
|
11
|
GeoWealth Management
Chicago,
Illinois
|
$615K
|
-$41.3K
|
-1,476
|
-6%
|
|
|
12
|
Toews Corporation
Northfield,
New Jersey
|
$557K
|
+$3.22K
|
+115
|
+0.6%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$529K
|
+$511K
|
+18,291
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$509K
|
-$239K
|
-8,537
|
-33%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$462K
|
–
|
–
|
–
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
$458K
|
-$17.6K
|
-631
|
-4%
|
|
|
17
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$445K
|
-$3.3K
|
-118
|
-0.8%
|
|
|
18
|
Capital Planning
Bellevue,
Washington
|
$397K
|
-$129K
|
-4,621
|
-25%
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$340K
|
-$218K
|
-7,780
|
-40%
|
|
|
20
|
Atria Wealth Solutions
New York
|
$310K
|
-$106K
|
-3,778
|
-26%
|
|
|
21
|
|
$230K
|
-$1.98M
|
-70,740
|
-90%
|
|
|
22
|
Private Trust Company
Cleveland,
Ohio
|
$31K
|
+$30K
|
+1,072
|
New
|
|
|
23
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$132
|
+$140
|
+5
|
New
|
|
|
24
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
–
|
-$265K
|
-9,501
|
Closed
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
–
|
-$19.8K
|
-711
|
Closed
|
|
