|
1
|
Simplify Asset Management
Las Vegas,
Nevada
|
$28.3M
|
-$1.75M
|
-75,514
|
-5%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$11.1M
|
+$706K
|
+30,406
|
+6%
|
|
|
3
|
Park Edge Advisors
Cleveland,
Ohio
|
$8.92M
|
-$318K
|
-13,717
|
-3%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$5.22M
|
+$828K
|
+35,660
|
+18%
|
|
|
5
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$4.01M
|
+$1.34M
|
+57,741
|
+46%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.84M
|
+$149K
|
+6,429
|
+4%
|
|
|
7
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$2.24M
|
+$907K
|
+39,084
|
+61%
|
|
|
8
|
Steward Partners Investment Advisory
New York
|
$1.81M
|
+$470K
|
+20,263
|
+32%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.1M
|
+$421K
|
+18,119
|
+56%
|
|
|
10
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$946K
|
-$124K
|
-5,329
|
-11%
|
|
|
11
|
Avantax Advisory Services
Dallas,
Texas
|
$828K
|
-$34.1K
|
-1,468
|
-4%
|
|
|
12
|
SFG Wealth Management
Towson,
Maryland
|
$704K
|
+$749K
|
+32,285
|
New
|
|
|
13
|
Napa Wealth Management
Napa,
California
|
$567K
|
+$181K
|
+7,783
|
+43%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$564K
|
+$121K
|
+5,196
|
+25%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$509K
|
-$333K
|
-14,355
|
-38%
|
|
|
16
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$509K
|
-$333K
|
-14,355
|
-38%
|
|
|
17
|
|
$398K
|
+$423K
|
+18,239
|
New
|
|
|
18
|
Summit Financial
Parsippany,
New Jersey
|
$383K
|
+$408K
|
+17,556
|
New
|
|
|
19
|
|
$352K
|
+$374K
|
+16,118
|
New
|
|
|
20
|
Principal Securities
Des Moines,
Iowa
|
$44.4K
|
–
|
–
|
–
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.51K
|
+$1.81K
|
+78
|
+22%
|
|
|
22
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$1.96K
|
+$2.09K
|
+90
|
New
|
|
|
23
|
|
$67
|
+$46
|
+2
|
+200%
|
|
|
24
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
–
|
-$31.4K
|
-1,321
|
Closed
|
|
