|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.1M
|
+$1.23M
|
+70,741
|
+6%
|
|
|
2
|
Beacon Pointe Advisors
Newport Beach,
California
|
$14.3M
|
-$2.73M
|
-156,445
|
-16%
|
|
|
3
|
|
$9.66M
|
+$9.8M
|
+562,511
|
New
|
|
|
4
|
Retirement Guys Formula
Maumee,
Ohio
|
$7.11M
|
-$2.66M
|
-152,599
|
-27%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.62M
|
-$342K
|
-19,608
|
-11%
|
|
|
6
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.46M
|
-$66.7K
|
-3,826
|
-4%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.29M
|
-$751K
|
-43,102
|
-36%
|
|
|
8
|
Claybrook Capital
Wellesley,
Massachusetts
|
$1.12M
|
–
|
–
|
–
|
|
|
9
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.06M
|
-$459K
|
-26,341
|
-30%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$912K
|
-$71.9K
|
-4,129
|
-7%
|
|
|
11
|
|
$812K
|
+$396K
|
+22,757
|
+93%
|
|
|
12
|
Clear Creek Financial Management
Silverdale,
Washington
|
$693K
|
-$86K
|
-4,935
|
-11%
|
|
|
13
|
Creative Financial Designs
Kokomo,
Indiana
|
$508K
|
-$39.8K
|
-2,287
|
-7%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$491K
|
-$7.09K
|
-407
|
-1%
|
|
|
15
|
Independent Financial Group
San Diego,
California
|
$458K
|
–
|
–
|
–
|
|
|
16
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$451K
|
+$458K
|
+26,273
|
New
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$439K
|
-$12.7K
|
-729
|
-3%
|
|
|
18
|
Clearview Wealth Advisors
Salem,
Oregon
|
$437K
|
-$112K
|
-6,420
|
-20%
|
|
|
19
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$385K
|
+$38.3K
|
+2,199
|
+11%
|
|
|
20
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$329K
|
-$32K
|
-1,836
|
-9%
|
|
|
21
|
Atria Wealth Solutions
New York
|
$309K
|
-$93.8K
|
-5,382
|
-23%
|
|
|
22
|
Avantax Advisory Services
Dallas,
Texas
|
$262K
|
-$17.4K
|
-1,000
|
-6%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$191K
|
+$150K
|
+8,600
|
+337%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$68.1K
|
+$20.1K
|
+1,153
|
+41%
|
|
|
25
|
Parallel Advisors
San Francisco,
California
|
$48K
|
+$39.2K
|
+2,248
|
+409%
|
|
