|
1
|
Redwood Investment Management
Scottsdale,
Arizona
|
$18.7M
|
+$2.06M
|
+63,039
|
+11%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.5M
|
+$636K
|
+19,436
|
+6%
|
|
|
3
|
Avantax Advisory Services
Dallas,
Texas
|
$3.69M
|
-$140K
|
-4,266
|
-3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$3.33M
|
+$1.3M
|
+39,850
|
+57%
|
|
|
5
|
Ford Financial Group
Fresno,
California
|
$1.72M
|
+$276K
|
+8,432
|
+17%
|
|
|
6
|
Atria Wealth Solutions
New York
|
$894K
|
+$487K
|
+14,860
|
+102%
|
|
|
7
|
Private Advisor Group
Morristown,
New Jersey
|
$870K
|
+$208K
|
+6,356
|
+29%
|
|
|
8
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$750K
|
+$168K
|
+5,141
|
+26%
|
|
|
9
|
Evolution Wealth Advisors
Aventura,
Florida
|
$614K
|
–
|
–
|
–
|
|
|
10
|
Cooper Financial Group
Irvine,
California
|
$541K
|
+$25.7K
|
+785
|
+5%
|
|
|
11
|
Good Life Advisors
Reading,
Pennsylvania
|
$336K
|
+$28.5K
|
+869
|
+9%
|
|
|
12
|
IHT Wealth Management
Chicago,
Illinois
|
$296K
|
+$319K
|
+9,730
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$136K
|
+$32.7K
|
+998
|
+29%
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$65K
|
+$69.6K
|
+2,127
|
New
|
|
|
15
|
Global Retirement Partners
San Rafael,
California
|
$59K
|
+$19.5K
|
+595
|
+44%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$10K
|
–
|
–
|
–
|
|
|
17
|
|
$7K
|
+$7.04K
|
+215
|
New
|
|
|
18
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$3K
|
–
|
–
|
–
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
–
|
-$336K
|
-9,333
|
Closed
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
–
|
-$24K
|
-657
|
Closed
|
|
