|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.7M
|
+$701K
|
+39,718
|
+3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.4M
|
+$5.68M
|
+321,488
|
+39%
|
|
|
3
|
Beacon Pointe Advisors
Newport Beach,
California
|
$18.7M
|
-$32.4M
|
-1,833,044
|
-63%
|
|
|
4
|
Retirement Guys Formula
Maumee,
Ohio
|
$9.89M
|
+$56.1K
|
+3,175
|
+0.6%
|
|
|
5
|
|
$3.5M
|
+$3.63M
|
+205,299
|
New
|
|
|
6
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.84M
|
-$226K
|
-12,802
|
-7%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.77M
|
-$351K
|
-19,859
|
-11%
|
|
|
8
|
|
$2.08M
|
+$2.15M
|
+121,819
|
New
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.04M
|
-$700K
|
-39,639
|
-25%
|
|
|
10
|
Claybrook Capital
Wellesley,
Massachusetts
|
$1.13M
|
-$300K
|
-17,000
|
-20%
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.05M
|
+$1.09M
|
+61,886
|
New
|
|
|
12
|
Clear Creek Financial Management
Silverdale,
Washington
|
$899K
|
-$180K
|
-10,190
|
-16%
|
|
|
13
|
Cetera Advisor Networks
El Segundo,
California
|
$685K
|
+$137K
|
+7,733
|
+24%
|
|
|
14
|
Clearview Wealth Advisors
Salem,
Oregon
|
$585K
|
+$33.3K
|
+1,888
|
+6%
|
|
|
15
|
Creative Financial Designs
Kokomo,
Indiana
|
$563K
|
+$26.1K
|
+1,476
|
+5%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$472K
|
+$490K
|
+27,726
|
New
|
|
|
17
|
Avantax Advisory Services
Dallas,
Texas
|
$459K
|
-$60K
|
-3,400
|
-11%
|
|
|
18
|
Independent Financial Group
San Diego,
California
|
$410K
|
+$34.6K
|
+1,959
|
+9%
|
|
|
19
|
Atria Wealth Solutions
New York
|
$394K
|
+$408K
|
+23,116
|
New
|
|
|
20
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$377K
|
+$90.4K
|
+5,121
|
+30%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$363K
|
+$83.5K
|
+4,731
|
+29%
|
|
|
22
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$347K
|
-$10.7K
|
-604
|
-3%
|
|
|
23
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$196K
|
–
|
–
|
–
|
|
|
24
|
CGN Advisors
Manhattan,
Kansas
|
$189K
|
+$196K
|
+11,117
|
New
|
|
|
25
|
Parallel Advisors
San Francisco,
California
|
$103K
|
+$48.6K
|
+2,750
|
+83%
|
|
