|
1
|
Tanglewood Wealth Management
Houston,
Texas
|
$25.6M
|
+$25.2M
|
+201,853
|
New
|
|
|
2
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$20.4M
|
-$152K
|
-1,216
|
-0.7%
|
|
|
3
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$16.9M
|
+$4.05M
|
+32,438
|
+32%
|
|
|
4
|
NewEdge Advisors
New Orleans,
Louisiana
|
$8.81M
|
+$136K
|
+1,086
|
+2%
|
|
|
5
|
Martin Worley Group
Cottonwood Heights,
Utah
|
$8.32M
|
+$953K
|
+7,631
|
+13%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$5.49M
|
+$1.81M
|
+14,459
|
+50%
|
|
|
7
|
UMB Bank
Kansas City,
Missouri
|
$4.35M
|
-$175K
|
-1,399
|
-4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$4.23M
|
+$1.61M
|
+12,874
|
+63%
|
|
|
9
|
Titleist Asset Management
San Antonio,
Texas
|
$4.06M
|
+$1.25M
|
+9,994
|
+45%
|
|
|
10
|
Equitable Holdings
New York
|
$3.91M
|
+$3.85M
|
+30,840
|
New
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.61M
|
+$287K
|
+2,300
|
+9%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.44M
|
+$330K
|
+2,642
|
+11%
|
|
|
13
|
Two Sigma Investments
New York
|
$2.74M
|
+$2.7M
|
+21,600
|
New
|
|
|
14
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$2.73M
|
+$2.69M
|
+21,502
|
New
|
|
|
15
|
Independence Asset Advisors
Wynnewood,,
Pennsylvania
|
$2.64M
|
+$1.92M
|
+15,390
|
+284%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.11M
|
+$1.03M
|
+8,211
|
+97%
|
|
|
17
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.11M
|
+$1.03M
|
+8,211
|
+97%
|
|
|
18
|
Smith, Moore & Co
Clayton,
Missouri
|
$1.82M
|
+$1.17M
|
+9,334
|
+186%
|
|
|
19
|
Avantax Advisory Services
Dallas,
Texas
|
$1.69M
|
-$18.9K
|
-151
|
-1%
|
|
|
20
|
Atria Wealth Solutions
New York
|
$1.66M
|
+$1.64M
|
+13,103
|
New
|
|
|
21
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.62M
|
+$1.6M
|
+12,816
|
New
|
|
|
22
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.52M
|
-$52.6K
|
-421
|
-3%
|
|
|
23
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$1.26M
|
-$113K
|
-904
|
-8%
|
|
|
24
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$1.14M
|
+$9.37K
|
+75
|
+0.8%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.12M
|
-$21K
|
-168
|
-2%
|
|
