|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$16.5M
|
+$495K
|
+21,829
|
+3%
|
|
|
2
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$16.5M
|
+$495K
|
+21,829
|
+3%
|
|
|
3
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$3.02M
|
+$34.7K
|
+1,530
|
+1%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.29M
|
-$181K
|
-7,974
|
-12%
|
|
|
5
|
|
$1.01M
|
+$592K
|
+26,119
|
+147%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$907K
|
+$174K
|
+7,659
|
+24%
|
|
|
7
|
Silver Oak Securities
Jackson,
Tennessee
|
$619K
|
+$326K
|
+14,374
|
+115%
|
|
|
8
|
GTS Securities
Miami,
Florida
|
$577K
|
+$568K
|
+25,056
|
New
|
|
|
9
|
CreativeOne Wealth
Overland Park,
Kansas
|
$561K
|
+$552K
|
+24,336
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$551K
|
-$121K
|
-5,347
|
-18%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$465K
|
+$457K
|
+20,183
|
New
|
|
|
12
|
Independent Financial Group
San Diego,
California
|
$440K
|
+$30.6K
|
+1,350
|
+8%
|
|
|
13
|
TownSquare Capital
Provo,
Utah
|
$327K
|
+$1.61K
|
+71
|
+0.5%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$53K
|
–
|
–
|
–
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$41.6K
|
–
|
–
|
–
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$15.2K
|
+$15K
|
+660
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$3.92K
|
+$3.1K
|
+137
|
+415%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$1.64K
|
–
|
–
|
–
|
|
|
19
|
Sowell Financial Services
North Little Rock,
Arkansas
|
–
|
-$683K
|
-30,774
|
Closed
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$302K
|
-13,607
|
Closed
|
|
