|
1
|
Beacon Pointe Advisors
Newport Beach,
California
|
$23.4M
|
+$8.74M
|
+500,794
|
+60%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.9M
|
-$5.72M
|
-327,950
|
-24%
|
|
|
3
|
Retirement Guys Formula
Maumee,
Ohio
|
$7.42M
|
+$140K
|
+8,018
|
+2%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.22M
|
-$468K
|
-26,824
|
-18%
|
|
|
5
|
|
$1.92M
|
-$7.91M
|
-453,614
|
-81%
|
|
|
6
|
MGO One Seven
Beachwood,
Ohio
|
$1.92M
|
+$1.9M
|
+108,897
|
New
|
|
|
7
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.38M
|
-$113K
|
-6,495
|
-8%
|
|
|
8
|
|
$1.36M
|
+$524K
|
+30,011
|
+63%
|
|
|
9
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.27M
|
+$182K
|
+10,423
|
+17%
|
|
|
10
|
Spire Wealth Management
Mclean,
Virginia
|
$1.25M
|
+$1.24M
|
+70,936
|
+32,993%
|
|
|
11
|
Claybrook Capital
Wellesley,
Massachusetts
|
$1.14M
|
–
|
–
|
–
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.08M
|
+$144K
|
+8,274
|
+16%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$807K
|
-$515K
|
-29,527
|
-39%
|
|
|
14
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$793K
|
+$328K
|
+18,798
|
+72%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$535K
|
+$84.5K
|
+4,842
|
+19%
|
|
|
16
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$519K
|
+$123K
|
+7,068
|
+31%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$519K
|
+$515K
|
+29,517
|
New
|
|
|
18
|
LPL Financial
San Diego,
California
|
$504K
|
+$436
|
+25
|
+0.1%
|
|
|
19
|
Creative Financial Designs
Kokomo,
Indiana
|
$454K
|
-$66.8K
|
-3,831
|
-13%
|
|
|
20
|
Clearview Wealth Advisors
Salem,
Oregon
|
$423K
|
-$24.2K
|
-1,386
|
-5%
|
|
|
21
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$337K
|
+$17
|
+1
|
+0%
|
|
|
22
|
Atria Wealth Solutions
New York
|
$312K
|
-$2.01K
|
-115
|
-0.6%
|
|
|
23
|
Avantax Advisory Services
Dallas,
Texas
|
$303K
|
+$34K
|
+1,951
|
+13%
|
|
|
24
|
Clear Creek Financial Management
Silverdale,
Washington
|
$290K
|
-$416K
|
-23,852
|
-59%
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
$277K
|
+$274K
|
+15,726
|
New
|
|
