|
1
|
Wells Fargo
San Francisco,
California
|
$18.1M
|
+$18.3M
|
+696,579
|
New
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$12.3M
|
-$353K
|
-13,459
|
-3%
|
|
|
3
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$12.3M
|
-$353K
|
-13,459
|
-3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.39M
|
+$7.41M
|
+282,746
|
+361%
|
|
|
5
|
Clear Creek Financial Management
Silverdale,
Washington
|
$8.62M
|
-$1.4M
|
-53,458
|
-14%
|
|
|
6
|
Astor Investment Management
Chicago,
Illinois
|
$8.49M
|
+$8.56M
|
+326,615
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$8.49M
|
+$1.03M
|
+39,417
|
+14%
|
|
|
8
|
Peak Financial Advisors
Denver,
Colorado
|
$8.19M
|
+$788K
|
+30,060
|
+11%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$6.21M
|
+$6.27M
|
+239,038
|
New
|
|
|
10
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$4.85M
|
+$4.89M
|
+186,625
|
New
|
|
|
11
|
Longview Financial Advisors
Huntsville,
Alabama
|
$4.4M
|
+$110K
|
+4,198
|
+3%
|
|
|
12
|
Altiora Financial Group
Lebanon,
Ohio
|
$3.16M
|
+$3.19M
|
+121,670
|
New
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$3.13M
|
+$2.85M
|
+108,724
|
+940%
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$2.71M
|
+$1.62M
|
+61,610
|
+144%
|
|
|
15
|
AE Wealth Management
Topeka,
Kansas
|
$2.49M
|
+$2.52M
|
+95,943
|
New
|
|
|
16
|
Miracle Mile Advisors
Los Angeles,
California
|
$2.27M
|
-$1.99M
|
-75,919
|
-47%
|
|
|
17
|
Financial Enhancement Group
Anderson,
Indiana
|
$2.24M
|
-$265K
|
-10,123
|
-10%
|
|
|
18
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.22M
|
+$765K
|
+29,161
|
+52%
|
|
|
19
|
Legacy Capital Group California
Los Gatos,
California
|
$1.9M
|
+$1.91M
|
+72,998
|
New
|
|
|
20
|
New York Life Investment Management
New York
|
$1.74M
|
+$211K
|
+8,050
|
+14%
|
|
|
21
|
Simplify Asset Management
Las Vegas,
Nevada
|
$1.41M
|
-$676K
|
-25,765
|
-32%
|
|
|
22
|
Andina Capital Management
Lehi,
Utah
|
$1.3M
|
+$250K
|
+9,539
|
+24%
|
|
|
23
|
SFG Wealth Management
Towson,
Maryland
|
$1.24M
|
-$85.6K
|
-3,265
|
-6%
|
|
|
24
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$1.17M
|
+$88.5K
|
+3,375
|
+8%
|
|
|
25
|
Napa Wealth Management
Napa,
California
|
$1.16M
|
+$1.17M
|
+44,646
|
New
|
|
