|
1
|
LPL Financial
San Diego,
California
|
$29.1M
|
+$1.63M
|
+54,824
|
+6%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$28.9M
|
+$1.64M
|
+55,065
|
+6%
|
|
|
3
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$28.9M
|
+$1.64M
|
+55,065
|
+6%
|
|
|
4
|
HFG Wealth Management
The Woodlands,
Texas
|
$19.5M
|
-$86.7M
|
-2,909,172
|
-82%
|
|
|
5
|
Freedom Investment Management
Hartford,
Connecticut
|
$5.81M
|
-$863K
|
-28,980
|
-13%
|
|
|
6
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$5.21M
|
+$408K
|
+13,711
|
+9%
|
|
|
7
|
ICA Group Wealth Management
Denver,
Colorado
|
$1.46M
|
+$523K
|
+17,561
|
+59%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.44M
|
-$62.3K
|
-2,090
|
-4%
|
|
|
9
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.36M
|
-$56.8K
|
-1,906
|
-4%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$714K
|
+$164K
|
+5,511
|
+31%
|
|
|
11
|
GeoWealth Management
Chicago,
Illinois
|
$648K
|
-$9.15K
|
-307
|
-1%
|
|
|
12
|
Toews Corporation
Northfield,
New Jersey
|
$595K
|
–
|
–
|
–
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$493K
|
–
|
–
|
–
|
|
|
14
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$472K
|
-$3.96K
|
-133
|
-0.9%
|
|
|
15
|
Capital Planning
Bellevue,
Washington
|
$415K
|
-$8.1K
|
-272
|
-2%
|
|
|
16
|
Cetera Advisor Networks
El Segundo,
California
|
$409K
|
-$77.3K
|
-2,594
|
-16%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$409K
|
+$394K
|
+13,231
|
New
|
|
|
18
|
Atria Wealth Solutions
New York
|
$242K
|
-$85.3K
|
-2,862
|
-27%
|
|
|
19
|
Private Trust Company
Cleveland,
Ohio
|
$33.1K
|
–
|
–
|
–
|
|
|
20
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$142
|
–
|
–
|
–
|
|
|
21
|
GTS Securities
Miami,
Florida
|
–
|
-$625K
|
-21,632
|
Closed
|
|
|
22
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$529K
|
-18,291
|
Closed
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$340K
|
-11,598
|
Closed
|
|
|
24
|
|
–
|
-$230K
|
-7,961
|
Closed
|
|
