|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.4M
|
+$2.35M
|
+135,959
|
+12%
|
|
|
2
|
Beacon Pointe Advisors
Newport Beach,
California
|
$16.6M
|
-$1.89M
|
-109,208
|
-10%
|
|
|
3
|
Retirement Guys Formula
Maumee,
Ohio
|
$9.53M
|
-$240K
|
-13,864
|
-2%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.9M
|
+$175K
|
+10,136
|
+6%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.99M
|
-$25.8K
|
-1,492
|
-1%
|
|
|
6
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.49M
|
-$1.35M
|
-77,974
|
-47%
|
|
|
7
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.49M
|
+$458K
|
+26,434
|
+43%
|
|
|
8
|
Claybrook Capital
Wellesley,
Massachusetts
|
$1.09M
|
-$17.3K
|
-1,000
|
-2%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$964K
|
-$21.1M
|
-1,216,927
|
-96%
|
|
|
10
|
Clear Creek Financial Management
Silverdale,
Washington
|
$762K
|
-$130K
|
-7,492
|
-14%
|
|
|
11
|
Creative Financial Designs
Kokomo,
Indiana
|
$537K
|
-$19.5K
|
-1,128
|
-3%
|
|
|
12
|
Clearview Wealth Advisors
Salem,
Oregon
|
$536K
|
-$42.5K
|
-2,458
|
-7%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$488K
|
+$22.5K
|
+1,297
|
+5%
|
|
|
14
|
Independent Financial Group
San Diego,
California
|
$449K
|
+$45.4K
|
+2,622
|
+11%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$442K
|
+$86.1K
|
+4,972
|
+23%
|
|
|
16
|
|
$413K
|
-$1.68M
|
-97,295
|
-80%
|
|
|
17
|
Atria Wealth Solutions
New York
|
$391K
|
+$2.3K
|
+133
|
+0.6%
|
|
|
18
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$353K
|
-$19.4K
|
-1,120
|
-5%
|
|
|
19
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$341K
|
-$2.04K
|
-118
|
-0.6%
|
|
|
20
|
Avantax Advisory Services
Dallas,
Texas
|
$274K
|
-$184K
|
-10,625
|
-39%
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
$230K
|
+$237K
|
+13,673
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$47K
|
+$48.7K
|
+2,814
|
New
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$43K
|
+$9.95K
|
+575
|
+29%
|
|
|
24
|
Parallel Advisors
San Francisco,
California
|
$9K
|
-$95.2K
|
-5,500
|
-91%
|
|
|
25
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$4K
|
–
|
–
|
–
|
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