|
1
|
Swan Global Investments
Durango,
Colorado
|
$54.3M
|
-$5.55M
|
-268,567
|
-10%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$26.2M
|
+$5.06M
|
+244,866
|
+25%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.3M
|
+$923K
|
+44,690
|
+5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$15.3M
|
+$3.7M
|
+179,355
|
+33%
|
|
|
5
|
Beacon Pointe Advisors
Newport Beach,
California
|
$11.9M
|
+$332K
|
+16,081
|
+3%
|
|
|
6
|
NewEdge Advisors
New Orleans,
Louisiana
|
$10.1M
|
+$9.77M
|
+472,825
|
New
|
|
|
7
|
Retirement Guys Formula
Maumee,
Ohio
|
$7.42M
|
-$186K
|
-9,006
|
-3%
|
|
|
8
|
Avior Wealth Management
Omaha,
Nebraska
|
$5.82M
|
+$257K
|
+12,426
|
+5%
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
$4.72M
|
+$518K
|
+25,087
|
+13%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.12M
|
+$1.49M
|
+71,982
|
+258%
|
|
|
11
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$2.05M
|
+$581K
|
+28,151
|
+41%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.96M
|
+$207K
|
+10,020
|
+12%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$1.56M
|
-$5.86M
|
-283,570
|
-79%
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.12M
|
+$169K
|
+8,162
|
+18%
|
|
|
15
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.11M
|
+$1.07M
|
+51,993
|
New
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.06M
|
+$56.5K
|
+2,735
|
+6%
|
|
|
17
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.06M
|
+$56.5K
|
+2,735
|
+6%
|
|
|
18
|
Chilton Capital Management
Houston,
Texas
|
$828K
|
+$31.4K
|
+1,519
|
+4%
|
|
|
19
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$806K
|
+$783K
|
+37,898
|
New
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$496K
|
+$17.2K
|
+832
|
+4%
|
|
|
21
|
Atria Wealth Solutions
New York
|
$470K
|
+$65.2K
|
+3,158
|
+17%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$442K
|
+$429K
|
+20,757
|
New
|
|
|
23
|
Golden State Equity Partners
South Coast Metro,
California
|
$393K
|
+$381K
|
+18,458
|
New
|
|
|
24
|
Journey Strategic Wealth
Summit,
New Jersey
|
$347K
|
+$337K
|
+16,304
|
New
|
|
|
25
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$335K
|
+$63.1K
|
+3,055
|
+24%
|
|
