|
1
|
Peak Financial Advisors
Denver,
Colorado
|
$6.3M
|
+$40.6K
|
+1,599
|
+0.6%
|
|
|
2
|
Simplify Asset Management
Las Vegas,
Nevada
|
$4.96M
|
+$1.33M
|
+52,304
|
+33%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.45M
|
-$198K
|
-7,808
|
-4%
|
|
|
4
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$3.21M
|
+$665K
|
+26,173
|
+24%
|
|
|
5
|
Clear Creek Financial Management
Silverdale,
Washington
|
$2.59M
|
+$2.81M
|
+110,524
|
New
|
|
|
6
|
|
$2.52M
|
-$6.95M
|
-273,567
|
-72%
|
|
|
7
|
Financial Enhancement Group
Anderson,
Indiana
|
$2.24M
|
+$2.28M
|
+89,656
|
New
|
|
|
8
|
Private Advisor Group
Morristown,
New Jersey
|
$1.87M
|
+$695K
|
+27,364
|
+52%
|
|
|
9
|
ORG Partners
Roanoke,
Indiana
|
$1.7M
|
+$1.85M
|
+72,622
|
New
|
|
|
10
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1.29M
|
-$49.7K
|
-1,955
|
-3%
|
|
|
11
|
WealthSource Partners
San Luis Obispo,
California
|
$1.25M
|
+$22.3K
|
+878
|
+2%
|
|
|
12
|
WealthShield Partners
Cary,
North Carolina
|
$1.15M
|
+$931K
|
+36,630
|
+293%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.07M
|
+$16.8K
|
+662
|
+1%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$1.06M
|
-$297K
|
-11,682
|
-21%
|
|
|
15
|
CIBC World Market
Toronto,
Ontario, Canada
|
$959K
|
-$331K
|
-13,015
|
-24%
|
|
|
16
|
Mutual Advisors
Omaha,
Nebraska
|
$916K
|
+$232K
|
+9,144
|
+30%
|
|
|
17
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$746K
|
-$785K
|
-30,907
|
-49%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$720K
|
+$781K
|
+30,737
|
New
|
|
|
19
|
Smith Anglin Financial
Dallas,
Texas
|
$646K
|
+$88.8K
|
+3,497
|
+15%
|
|
|
20
|
Aries Wealth Management
Portland,
Maine
|
$551K
|
-$5.46K
|
-215
|
-0.9%
|
|
|
21
|
AJ Wealth Strategies
New York
|
$444K
|
–
|
–
|
–
|
|
|
22
|
Strategic Wealth Partners
Independence,
Ohio
|
$387K
|
+$419K
|
+16,505
|
New
|
|
|
23
|
Cambridge Advisors
Omaha,
Nebraska
|
$366K
|
+$397K
|
+15,615
|
New
|
|
|
24
|
Prelude Capital Management
New York
|
$351K
|
+$381K
|
+15,000
|
New
|
|
|
25
|
ProVise Management Group
Clearwater,
Florida
|
$342K
|
-$58.9K
|
-2,318
|
-14%
|
|
