|
1
|
Simplify Asset Management
Las Vegas,
Nevada
|
$32.6M
|
-$63M
|
-2,671,090
|
-66%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$11.4M
|
+$10.9M
|
+462,157
|
+2,641%
|
|
|
3
|
Park Edge Advisors
Cleveland,
Ohio
|
$10M
|
+$728K
|
+30,862
|
+8%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$4.83M
|
+$572K
|
+24,234
|
+14%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.03M
|
+$66.8K
|
+2,833
|
+2%
|
|
|
6
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$2.99M
|
-$61.8K
|
-2,620
|
-2%
|
|
|
7
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$1.51M
|
+$1.5M
|
+63,714
|
New
|
|
|
8
|
Steward Partners Investment Advisory
New York
|
$1.49M
|
+$146K
|
+6,179
|
+11%
|
|
|
9
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$1.16M
|
+$1.15M
|
+48,685
|
New
|
|
|
10
|
Avantax Advisory Services
Dallas,
Texas
|
$936K
|
-$67.1K
|
-2,843
|
-7%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$895K
|
+$149K
|
+6,320
|
+20%
|
|
|
12
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$895K
|
+$149K
|
+6,320
|
+20%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$766K
|
+$762K
|
+32,287
|
New
|
|
|
14
|
LPL Financial
San Diego,
California
|
$490K
|
+$487K
|
+20,657
|
New
|
|
|
15
|
Napa Wealth Management
Napa,
California
|
$433K
|
+$430K
|
+18,224
|
New
|
|
|
16
|
Principal Securities
Des Moines,
Iowa
|
$48.3K
|
+$48K
|
+2,036
|
New
|
|
|
17
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$31.4K
|
-$2.24M
|
-94,928
|
-99%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.5K
|
-$377
|
-16
|
-4%
|
|
|
19
|
|
$34
|
–
|
–
|
–
|
|
|
20
|
Wolverine Trading
Chicago,
Illinois
|
–
|
-$756K
|
-32,915
|
Closed
|
|
|
21
|
SFG Wealth Management
Towson,
Maryland
|
–
|
-$528K
|
-22,976
|
Closed
|
|
|
22
|
|
–
|
-$212K
|
-9,226
|
Closed
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
–
|
-$6.34K
|
-276
|
Closed
|
|
