|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.8M
|
-$2.2M
|
-81,976
|
-15%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.8M
|
+$9.1M
|
+339,308
|
+316%
|
|
|
3
|
VanWeelden Wealth Management
West Chester Township,
Ohio
|
$10.1M
|
-$4.22M
|
-157,264
|
-29%
|
|
|
4
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$7.4M
|
+$3.82M
|
+142,682
|
+103%
|
|
|
5
|
Triad Wealth Partners
Lawrence,
Kansas
|
$7.21M
|
+$3.11M
|
+115,861
|
+73%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.12M
|
+$4.5M
|
+167,925
|
+640%
|
|
|
7
|
ATX Financial Planning
Austin,
Texas
|
$5.07M
|
+$419K
|
+15,621
|
+9%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$5.07M
|
+$3.89M
|
+145,068
|
+307%
|
|
|
9
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$4.58M
|
+$135K
|
+5,023
|
+3%
|
|
|
10
|
Balance Wealth
Delaware,
Ohio
|
$3.97M
|
+$4.04M
|
+150,758
|
New
|
|
|
11
|
Brookstone Capital Management
Wheaton,
Illinois
|
$3.58M
|
+$145K
|
+5,417
|
+4%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.92M
|
+$2.25M
|
+84,030
|
+312%
|
|
|
13
|
Signal Advisors Wealth
Detroit,
Michigan
|
$2.52M
|
+$197K
|
+7,358
|
+8%
|
|
|
14
|
Maia Wealth
Denver,
Colorado
|
$2.09M
|
-$129K
|
-4,821
|
-6%
|
|
|
15
|
Farther Finance Advisors
San Francisco,
California
|
$1.85M
|
+$1.82M
|
+67,926
|
+2,840%
|
|
|
16
|
Encompass More Asset Management
Danville,
California
|
$1.73M
|
+$1.16M
|
+43,390
|
+195%
|
|
|
17
|
PlanWiser Financial
Colorado Springs,
Colorado
|
$1.33M
|
+$433K
|
+16,149
|
+47%
|
|
|
18
|
SignatureFD
Atlanta,
Georgia
|
$1.26M
|
+$24.3K
|
+908
|
+2%
|
|
|
19
|
Sovran Advisors
San Diego,
California
|
$990K
|
+$13.8K
|
+516
|
+1%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$986K
|
+$149K
|
+5,576
|
+18%
|
|
|
21
|
Atria Investments
Charlotte,
North Carolina
|
$937K
|
+$953K
|
+35,544
|
New
|
|
|
22
|
|
$934K
|
+$272K
|
+10,137
|
+40%
|
|
|
23
|
|
$904K
|
+$920K
|
+34,309
|
New
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$775K
|
+$555K
|
+20,687
|
+237%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$695K
|
+$706K
|
+26,355
|
New
|
|
