|
1
|
|
$98.4M
|
-$13M
|
-440,535
|
-12%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$57M
|
+$3.24M
|
+109,823
|
+6%
|
|
|
3
|
Naviter Wealth
Little Rock,
Arkansas
|
$49.2M
|
+$3.58M
|
+121,168
|
+8%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$42.6M
|
+$6.16M
|
+208,734
|
+17%
|
|
|
5
|
Miracle Mile Advisors
Los Angeles,
California
|
$35.9M
|
-$30.4M
|
-1,031,429
|
-46%
|
|
|
6
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$30.3M
|
+$2.11M
|
+71,546
|
+8%
|
|
|
7
|
Goldstein Advisors
Madison,
Wisconsin
|
$30.2M
|
+$1.13M
|
+38,450
|
+4%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$30.2M
|
+$2.66M
|
+90,123
|
+10%
|
|
|
9
|
Litman Gregory Wealth Management
Larkspur,
California
|
$27.5M
|
+$4.04M
|
+136,920
|
+18%
|
|
|
10
|
|
$19.9M
|
+$3.72M
|
+125,999
|
+23%
|
|
|
11
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$19.3M
|
+$719K
|
+24,373
|
+4%
|
|
|
12
|
Valmark Advisers
Akron,
Ohio
|
$18M
|
-$6.2M
|
-210,136
|
-26%
|
|
|
13
|
Family Investment Center
Saint Joseph,
Missouri
|
$17M
|
+$1.53M
|
+51,913
|
+10%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$16.2M
|
+$7.16M
|
+242,590
|
+82%
|
|
|
15
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$13M
|
-$114K
|
-3,865
|
-0.9%
|
|
|
16
|
Frontier Asset Management
Sheridan,
Wyoming
|
$11.9M
|
-$952K
|
-32,259
|
-8%
|
|
|
17
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$11.3M
|
+$538K
|
+18,218
|
+5%
|
|
|
18
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$10.4M
|
+$10.2M
|
+346,715
|
New
|
|
|
19
|
Savant Capital
Rockford,
Illinois
|
$8.91M
|
-$66.3K
|
-2,247
|
-0.8%
|
|
|
20
|
New York Life Investment Management
New York
|
$8.8M
|
+$3.68M
|
+124,704
|
+74%
|
|
|
21
|
ALM First Financial Advisors
Dallas,
Texas
|
$8.12M
|
–
|
–
|
–
|
|
|
22
|
FWG Holdings
Winter Park,
Florida
|
$7.59M
|
+$512K
|
+17,359
|
+7%
|
|
|
23
|
Austin Wealth Management
Austin,
Texas
|
$7.46M
|
+$650K
|
+22,034
|
+10%
|
|
|
24
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$6.72M
|
+$2.58M
|
+87,403
|
+64%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.54M
|
+$71.9K
|
+2,437
|
+1%
|
|
