|
1
|
Redwood Investment Management
Scottsdale,
Arizona
|
$19.8M
|
+$708K
|
+20,073
|
+4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.7M
|
+$1.08M
|
+30,642
|
+10%
|
|
|
3
|
Avantax Advisory Services
Dallas,
Texas
|
$4.53M
|
+$180K
|
+5,118
|
+4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$2.51M
|
+$357K
|
+10,131
|
+17%
|
|
|
5
|
Ford Financial Group
Fresno,
California
|
$1.74M
|
+$1.7M
|
+48,273
|
New
|
|
|
6
|
Private Advisor Group
Morristown,
New Jersey
|
$802K
|
+$153K
|
+4,334
|
+24%
|
|
|
7
|
Evolution Wealth Advisors
Aventura,
Florida
|
$727K
|
–
|
–
|
–
|
|
|
8
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$703K
|
+$688K
|
+19,508
|
New
|
|
|
9
|
Cooper Financial Group
Irvine,
California
|
$613K
|
+$33.4K
|
+947
|
+6%
|
|
|
10
|
Atria Wealth Solutions
New York
|
$524K
|
+$513K
|
+14,552
|
New
|
|
|
11
|
Good Life Advisors
Reading,
Pennsylvania
|
$367K
|
–
|
–
|
–
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$336K
|
+$329K
|
+9,333
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$126K
|
+$59.8K
|
+1,696
|
+95%
|
|
|
14
|
Global Retirement Partners
San Rafael,
California
|
$42K
|
+$47.7K
|
+1,353
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$24K
|
+$23.2K
|
+657
|
New
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$11K
|
–
|
–
|
–
|
|
|
17
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$4K
|
+$3.77K
|
+107
|
New
|
|
|
18
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
–
|
-$874K
|
-23,966
|
Closed
|
|
|
19
|
|
–
|
-$201K
|
-5,527
|
Closed
|
|
