|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.2M
|
-$626K
|
-35,017
|
-3%
|
|
|
2
|
Beacon Pointe Advisors
Newport Beach,
California
|
$14.1M
|
-$10.2M
|
-568,188
|
-43%
|
|
|
3
|
|
$7.89M
|
+$5.68M
|
+317,613
|
+292%
|
|
|
4
|
Retirement Guys Formula
Maumee,
Ohio
|
$7.59M
|
-$210K
|
-11,727
|
-3%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.88M
|
-$440K
|
-24,631
|
-20%
|
|
|
6
|
Atria Investments
Charlotte,
North Carolina
|
$1.36M
|
+$1.31M
|
+73,538
|
New
|
|
|
7
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.36M
|
-$86.3K
|
-4,825
|
-6%
|
|
|
8
|
Spire Wealth Management
Mclean,
Virginia
|
$1.32M
|
+$3.68K
|
+206
|
+0.3%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.29M
|
+$148K
|
+8,304
|
+14%
|
|
|
10
|
Claybrook Capital
Wellesley,
Massachusetts
|
$1.2M
|
–
|
–
|
–
|
|
|
11
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$1.07M
|
+$229K
|
+12,831
|
+28%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$993K
|
+$849K
|
+47,490
|
+772%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$779K
|
+$209K
|
+11,687
|
+38%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$693K
|
-$151K
|
-8,436
|
-18%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$643K
|
+$93.1K
|
+5,207
|
+18%
|
|
|
16
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$643K
|
+$93.1K
|
+5,207
|
+18%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$513K
|
-$16.1K
|
-901
|
-3%
|
|
|
18
|
Creative Financial Designs
Kokomo,
Indiana
|
$444K
|
-$32.2K
|
-1,800
|
-7%
|
|
|
19
|
Clearview Wealth Advisors
Salem,
Oregon
|
$439K
|
-$6.24K
|
-349
|
-1%
|
|
|
20
|
Golden State Equity Partners
South Coast Metro,
California
|
$412K
|
+$165K
|
+9,255
|
+71%
|
|
|
21
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$343K
|
-$10.6K
|
-595
|
-3%
|
|
|
22
|
Atria Wealth Solutions
New York
|
$327K
|
-$1.82K
|
-102
|
-0.6%
|
|
|
23
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$306K
|
-$999K
|
-55,867
|
-77%
|
|
|
24
|
Clear Creek Financial Management
Silverdale,
Washington
|
$264K
|
-$39.6K
|
-2,215
|
-13%
|
|
|
25
|
Parallel Advisors
San Francisco,
California
|
$77K
|
+$21.4K
|
+1,198
|
+40%
|
|
