|
1
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$15.4M
|
+$202K
|
+8,738
|
+1%
|
|
|
2
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.84M
|
+$31.4K
|
+1,357
|
+1%
|
|
|
3
|
Atria Investments
Charlotte,
North Carolina
|
$1.71M
|
+$1.74M
|
+74,996
|
New
|
|
|
4
|
TownSquare Capital
Provo,
Utah
|
$625K
|
-$87.5K
|
-3,780
|
-12%
|
|
|
5
|
CreativeOne Wealth
Overland Park,
Kansas
|
$469K
|
+$476K
|
+20,547
|
New
|
|
|
6
|
|
$451K
|
+$223K
|
+9,638
|
+95%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$353K
|
-$255K
|
-11,033
|
-42%
|
|
|
8
|
Silver Oak Securities
Jackson,
Tennessee
|
$262K
|
+$283K
|
+12,234
|
New
|
|
|
9
|
DFPG Investments
Sandy,
Utah
|
$223K
|
+$1.74K
|
+75
|
+0.8%
|
|
|
10
|
Geneos Wealth Management
Englewood,
Colorado
|
$38K
|
+$8.08K
|
+349
|
+26%
|
|
|
11
|
IFP Advisors
Tampa,
Florida
|
$38K
|
+$16.4K
|
+709
|
+89%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$38K
|
+$24.7K
|
+1,067
|
+171%
|
|
|
13
|
Advisornet Financial
Minnetonka,
Minnesota
|
$15K
|
-$21.9K
|
-945
|
-59%
|
|
|
14
|
|
$5K
|
+$4.58K
|
+198
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
–
|
-$40K
|
-1,712
|
Closed
|
|
