|
1
|
Peak Financial Advisors
Denver,
Colorado
|
$5.83M
|
-$1.48M
|
-56,793
|
-21%
|
|
|
2
|
Simplify Asset Management
Las Vegas,
Nevada
|
$5.14M
|
-$2.38M
|
-91,698
|
-33%
|
|
|
3
|
Pacific Financial Group
Bellevue,
Washington
|
$4.87M
|
+$4.6M
|
+176,891
|
New
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.24M
|
-$174K
|
-6,709
|
-4%
|
|
|
5
|
Bison Wealth
Atlanta,
Georgia
|
$4.09M
|
+$3.86M
|
+148,301
|
New
|
|
|
6
|
Clear Creek Financial Management
Silverdale,
Washington
|
$3.49M
|
+$147K
|
+5,662
|
+5%
|
|
|
7
|
Financial Enhancement Group
Anderson,
Indiana
|
$2.31M
|
-$1.9K
|
-73
|
-0.1%
|
|
|
8
|
Private Advisor Group
Morristown,
New Jersey
|
$1.98M
|
-$107K
|
-4,122
|
-5%
|
|
|
9
|
WealthSource Partners
San Luis Obispo,
California
|
$1.91M
|
+$435K
|
+16,726
|
+32%
|
|
|
10
|
Cambria Investment Management
Manhattan Beach,
California
|
$1.24M
|
+$1.17M
|
+45,026
|
New
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$1.02M
|
+$22.6K
|
+870
|
+2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$993K
|
-$133K
|
-5,122
|
-12%
|
|
|
13
|
WealthShield Partners
Cary,
North Carolina
|
$932K
|
-$253K
|
-9,720
|
-22%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$901K
|
+$43.2K
|
+1,660
|
+5%
|
|
|
15
|
Aries Wealth Management
Portland,
Maine
|
$861K
|
+$266K
|
+10,220
|
+46%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$847K
|
+$799K
|
+30,731
|
New
|
|
|
17
|
Avantax Advisory Services
Dallas,
Texas
|
$623K
|
+$588K
|
+22,619
|
New
|
|
|
18
|
ORG Partners
Roanoke,
Indiana
|
$561K
|
-$1.2M
|
-46,219
|
-69%
|
|
|
19
|
|
$523K
|
+$493K
|
+18,977
|
New
|
|
|
20
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$504K
|
–
|
–
|
–
|
|
|
21
|
Cambridge Advisors
Omaha,
Nebraska
|
$431K
|
+$598
|
+23
|
+0.1%
|
|
|
22
|
Fermata Advisors
Sonoma,
California
|
$386K
|
+$116K
|
+4,469
|
+47%
|
|
|
23
|
|
$377K
|
-$7.62M
|
-293,118
|
-96%
|
|
|
24
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$308K
|
-$7.15K
|
-275
|
-2%
|
|
|
25
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$274K
|
+$35.2K
|
+1,353
|
+16%
|
|
