|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.8M
|
+$425K
|
+19,318
|
+3%
|
|
|
2
|
Financial Designs
Claremont,
California
|
$13M
|
+$13M
|
+589,159
|
New
|
|
|
3
|
LPL Financial
San Diego,
California
|
$10.6M
|
+$3.52M
|
+160,026
|
+50%
|
|
|
4
|
Redwood Investment Management
Scottsdale,
Arizona
|
$5.59M
|
-$13M
|
-590,302
|
-70%
|
|
|
5
|
Avantax Advisory Services
Dallas,
Texas
|
$4.89M
|
-$627K
|
-28,486
|
-11%
|
|
|
6
|
Ford Financial Group
Fresno,
California
|
$4.07M
|
+$130K
|
+5,900
|
+3%
|
|
|
7
|
Atria Wealth Solutions
New York
|
$3.13M
|
+$332K
|
+15,066
|
+12%
|
|
|
8
|
IHT Wealth Management
Chicago,
Illinois
|
$1.67M
|
-$68.8K
|
-3,128
|
-4%
|
|
|
9
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$1.53M
|
+$1.53M
|
+69,372
|
New
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$1.24M
|
+$1.23M
|
+56,028
|
New
|
|
|
11
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$979K
|
-$10.4K
|
-474
|
-1%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$798K
|
+$796K
|
+36,155
|
New
|
|
|
13
|
Coppell Advisory Solutions
Coppell,
Texas
|
$643K
|
+$641K
|
+29,127
|
New
|
|
|
14
|
Coppell Advisory Solutions Corp
Coppell,
Texas
|
$643K
|
+$641K
|
+29,127
|
New
|
|
|
15
|
Good Life Advisors
Reading,
Pennsylvania
|
$619K
|
+$617K
|
+28,029
|
New
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$299K
|
-$111K
|
-5,044
|
-27%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$296K
|
+$73K
|
+3,318
|
+33%
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$290K
|
+$104K
|
+4,738
|
+56%
|
|
|
19
|
Global Retirement Partners
San Rafael,
California
|
$127K
|
+$24.7K
|
+1,124
|
+24%
|
|
|
20
|
Private Trust Company
Cleveland,
Ohio
|
$19K
|
+$19.4K
|
+881
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$14.5K
|
+$4.23K
|
+192
|
+41%
|
|
|
22
|
Belpointe Asset Management
Reno,
Nevada
|
$6.38K
|
+$6.36K
|
+289
|
New
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$2.58K
|
+$729K
|
+33,105
|
+40%
|
|
|
24
|
|
–
|
-$404K
|
-18,603
|
Closed
|
|
