|
1
|
Financial Designs
Claremont,
California
|
$13.6M
|
+$13.5M
|
+464,850
|
New
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.6M
|
+$771K
|
+26,483
|
+7%
|
|
|
3
|
Redwood Investment Management
Scottsdale,
Arizona
|
$10.3M
|
-$8.61M
|
-295,524
|
-46%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$6.28M
|
+$1.38M
|
+47,411
|
+28%
|
|
|
5
|
Avantax Advisory Services
Dallas,
Texas
|
$3.47M
|
-$389K
|
-13,342
|
-10%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$3.23M
|
+$3.21M
|
+110,110
|
New
|
|
|
7
|
Ford Financial Group
Fresno,
California
|
$2.27M
|
+$21.5K
|
+738
|
+1%
|
|
|
8
|
Atria Wealth Solutions
New York
|
$1.42M
|
+$253K
|
+8,694
|
+22%
|
|
|
9
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$816K
|
+$30.8K
|
+1,056
|
+4%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$707K
|
+$702K
|
+24,116
|
New
|
|
|
11
|
Evolution Wealth Advisors
Aventura,
Florida
|
$592K
|
–
|
–
|
–
|
|
|
12
|
Coppell Advisory Solutions
Coppell,
Texas
|
$377K
|
+$375K
|
+12,874
|
New
|
|
|
13
|
Coppell Advisory Solutions Corp
Coppell,
Texas
|
$377K
|
+$375K
|
+12,874
|
New
|
|
|
14
|
Good Life Advisors
Reading,
Pennsylvania
|
$376K
|
+$50.9K
|
+1,749
|
+16%
|
|
|
15
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$346K
|
+$344K
|
+11,801
|
New
|
|
|
16
|
IHT Wealth Management
Chicago,
Illinois
|
$316K
|
-$3.03K
|
-104
|
-1%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$310K
|
+$32.4K
|
+1,111
|
+12%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$133K
|
-$4.19K
|
-144
|
-3%
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$120K
|
+$57.5K
|
+1,973
|
+93%
|
|
|
20
|
Global Retirement Partners
San Rafael,
California
|
$103K
|
+$62.2K
|
+2,135
|
+156%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$9.35K
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$1.58K
|
+$1.57K
|
+54
|
New
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$1.34K
|
+$406K
|
+13,953
|
+44%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
–
|
-$411K
|
-15,443
|
Closed
|
|
|
25
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
–
|
-$3K
|
-107
|
Closed
|
|
