|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$15.4M
|
+$325K
|
+14,620
|
+2%
|
|
|
2
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$15.4M
|
+$325K
|
+14,620
|
+2%
|
|
|
3
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$2.87M
|
-$77.8K
|
-3,497
|
-3%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.42M
|
-$1.01M
|
-45,256
|
-41%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$704K
|
+$704K
|
+31,677
|
New
|
|
|
6
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$683K
|
+$88.7K
|
+3,990
|
+15%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$649K
|
+$650K
|
+29,234
|
New
|
|
|
8
|
|
$396K
|
+$52.6K
|
+2,363
|
+15%
|
|
|
9
|
Independent Financial Group
San Diego,
California
|
$394K
|
+$72.9K
|
+3,280
|
+23%
|
|
|
10
|
TownSquare Capital
Provo,
Utah
|
$313K
|
+$2.09K
|
+94
|
+0.7%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$302K
|
+$45.6K
|
+2,052
|
+18%
|
|
|
12
|
Silver Oak Securities
Jackson,
Tennessee
|
$277K
|
+$37.6K
|
+1,692
|
+16%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$51K
|
–
|
–
|
–
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$40K
|
+$2.45K
|
+110
|
+6%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$1.58K
|
+$1.58K
|
+71
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$733
|
+$689
|
+31
|
+1,550%
|
|
|
17
|
GTS Securities
Miami,
Florida
|
–
|
-$636K
|
-28,269
|
Closed
|
|
|
18
|
CreativeOne Wealth
Overland Park,
Kansas
|
–
|
-$514K
|
-22,879
|
Closed
|
|
|
19
|
ICA Group Wealth Management
Denver,
Colorado
|
–
|
-$341K
|
-15,172
|
Closed
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
–
|
-$18.3K
|
-814
|
Closed
|
|
