|
1
|
Swan Global Investments
Durango,
Colorado
|
$58.5M
|
-$4.57M
|
-228,161
|
-7%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$20.4M
|
-$2.55M
|
-127,205
|
-11%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.9M
|
-$758K
|
-37,853
|
-4%
|
|
|
4
|
Beacon Pointe Advisors
Newport Beach,
California
|
$11.2M
|
+$753K
|
+37,618
|
+7%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$11.2M
|
+$9.76M
|
+487,490
|
+943%
|
|
|
6
|
Retirement Guys Formula
Maumee,
Ohio
|
$7.42M
|
-$262K
|
-13,074
|
-4%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$7.4M
|
+$5.74M
|
+286,749
|
+409%
|
|
|
8
|
Avior Wealth Management
Omaha,
Nebraska
|
$5.42M
|
+$5.23M
|
+261,296
|
New
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
$4.08M
|
+$895K
|
+44,717
|
+29%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.7M
|
-$132K
|
-6,617
|
-7%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.63M
|
+$63.2K
|
+3,156
|
+4%
|
|
|
12
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.41M
|
+$1M
|
+50,145
|
+280%
|
|
|
13
|
Spire Wealth Management
Mclean,
Virginia
|
$1.39M
|
+$1.22K
|
+61
|
+0.1%
|
|
|
14
|
Advisor Resource Council
Dallas,
Texas
|
$1.13M
|
-$3.55M
|
-177,307
|
-75%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$980K
|
-$55.5K
|
-2,772
|
-6%
|
|
|
16
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$980K
|
-$55.5K
|
-2,772
|
-6%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$925K
|
+$119K
|
+5,922
|
+15%
|
|
|
18
|
CreativeOne Wealth
Overland Park,
Kansas
|
$865K
|
+$835K
|
+41,706
|
New
|
|
|
19
|
Chilton Capital Management
Houston,
Texas
|
$776K
|
-$24.2K
|
-1,207
|
-3%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$578K
|
+$558K
|
+27,886
|
New
|
|
|
21
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$535K
|
+$278K
|
+13,872
|
+116%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$466K
|
-$48.6K
|
-2,428
|
-10%
|
|
|
23
|
Creative Financial Designs
Kokomo,
Indiana
|
$446K
|
+$29.4K
|
+1,467
|
+7%
|
|
|
24
|
Williams & Novak
Westlake Village,
California
|
$420K
|
–
|
–
|
–
|
|
|
25
|
Atria Wealth Solutions
New York
|
$392K
|
+$92K
|
+4,599
|
+32%
|
|
