|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$33.9M
|
+$4.08M
|
+131,859
|
+14%
|
|
|
2
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$33.9M
|
+$4.08M
|
+131,859
|
+14%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$33.9M
|
+$3.78M
|
+122,154
|
+13%
|
|
|
4
|
HFG Wealth Management
The Woodlands,
Texas
|
$16.4M
|
-$3.51M
|
-113,373
|
-18%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.4M
|
+$13.3M
|
+428,955
|
+1,857%
|
|
|
6
|
Freedom Investment Management
Hartford,
Connecticut
|
$9.32M
|
+$3.25M
|
+105,065
|
+56%
|
|
|
7
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$5.66M
|
+$294K
|
+9,504
|
+6%
|
|
|
8
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.53M
|
+$129K
|
+4,157
|
+9%
|
|
|
9
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.37M
|
+$1.33M
|
+43,086
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.27M
|
-$206K
|
-6,643
|
-14%
|
|
|
11
|
GeoWealth Management
Chicago,
Illinois
|
$646K
|
-$20K
|
-645
|
-3%
|
|
|
12
|
Toews Corporation
Northfield,
New Jersey
|
$612K
|
–
|
–
|
–
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$508K
|
–
|
–
|
–
|
|
|
14
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$485K
|
–
|
–
|
–
|
|
|
15
|
Atria Wealth Solutions
New York
|
$463K
|
+$208K
|
+6,717
|
+86%
|
|
|
16
|
PFG Advisors
Phoenix,
Arizona
|
$441K
|
+$429K
|
+13,861
|
New
|
|
|
17
|
Capital Planning
Bellevue,
Washington
|
$420K
|
-$6.65K
|
-215
|
-2%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$340K
|
+$331K
|
+10,698
|
New
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$282K
|
-$134K
|
-4,344
|
-33%
|
|
|
20
|
Cooper Financial Group
Irvine,
California
|
$267K
|
+$260K
|
+8,412
|
New
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$94.4K
|
+$91.9K
|
+2,969
|
New
|
|
|
22
|
Private Trust Company
Cleveland,
Ohio
|
$34.1K
|
–
|
–
|
–
|
|
|
23
|
Camelot Portfolios
Maumee,
Ohio
|
$2.19K
|
+$2.13K
|
+69
|
New
|
|
|
24
|
ICA Group Wealth Management
Denver,
Colorado
|
–
|
-$1.46M
|
-47,245
|
Closed
|
|
|
25
|
Financial Gravity Asset Management
Lakeway,
Texas
|
–
|
-$142
|
-5
|
Closed
|
|
