|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$38.9M
|
+$4.1M
|
+128,820
|
+12%
|
|
|
2
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$38.9M
|
+$4.1M
|
+128,820
|
+12%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$36.4M
|
+$1.74M
|
+54,793
|
+5%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.6M
|
+$1.9M
|
+59,695
|
+13%
|
|
|
5
|
HFG Wealth Management
The Woodlands,
Texas
|
$16.4M
|
–
|
–
|
–
|
|
|
6
|
Freedom Investment Management
Hartford,
Connecticut
|
$9.11M
|
-$410K
|
-12,885
|
-4%
|
|
|
7
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$6.61M
|
+$6.47M
|
+203,386
|
New
|
|
|
8
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$6M
|
+$203K
|
+6,381
|
+4%
|
|
|
9
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.73M
|
+$168K
|
+5,284
|
+11%
|
|
|
10
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.73M
|
+$318K
|
+9,980
|
+23%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.44M
|
+$139K
|
+4,356
|
+11%
|
|
|
12
|
GeoWealth Management
Chicago,
Illinois
|
$661K
|
–
|
–
|
–
|
|
|
13
|
Toews Corporation
Northfield,
New Jersey
|
$626K
|
–
|
–
|
–
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$611K
|
+$257K
|
+8,091
|
+76%
|
|
|
15
|
PFG Advisors
Phoenix,
Arizona
|
$566K
|
+$113K
|
+3,541
|
+26%
|
|
|
16
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$496K
|
–
|
–
|
–
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$459K
|
-$58.6K
|
-1,841
|
-12%
|
|
|
18
|
Capital Planning
Bellevue,
Washington
|
$430K
|
–
|
–
|
–
|
|
|
19
|
Cooper Financial Group
Irvine,
California
|
$273K
|
–
|
–
|
–
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$243K
|
-$45.2K
|
-1,422
|
-16%
|
|
|
21
|
Atria Wealth Solutions
New York
|
$218K
|
-$250K
|
-7,857
|
-54%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$96.5K
|
–
|
–
|
–
|
|
|
23
|
Private Trust Company
Cleveland,
Ohio
|
$34.9K
|
–
|
–
|
–
|
|
|
24
|
Financial Gravity Companies
Lakeway,
Texas
|
$8K
|
+$7.83K
|
+246
|
New
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$6.76K
|
+$6.62K
|
+208
|
New
|
|
