|
1
|
Swan Global Investments
Durango,
Colorado
|
$60.5M
|
+$3.52M
|
+162,622
|
+6%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$31M
|
+$3.52M
|
+162,794
|
+13%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.5M
|
+$296K
|
+13,673
|
+2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$19.8M
|
+$3.66M
|
+169,517
|
+24%
|
|
|
5
|
NewEdge Advisors
New Orleans,
Louisiana
|
$10.9M
|
+$335K
|
+15,498
|
+3%
|
|
|
6
|
Beacon Pointe Advisors
Newport Beach,
California
|
$10.6M
|
-$1.74M
|
-80,694
|
-14%
|
|
|
7
|
Avior Wealth Management
Omaha,
Nebraska
|
$9.08M
|
+$2.9M
|
+134,022
|
+49%
|
|
|
8
|
Retirement Guys Formula
Maumee,
Ohio
|
$7.55M
|
-$206K
|
-9,547
|
-3%
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
$5.51M
|
+$546K
|
+25,238
|
+11%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.59M
|
+$359K
|
+16,609
|
+17%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.35M
|
+$290K
|
+13,413
|
+15%
|
|
|
12
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.96M
|
-$179K
|
-8,290
|
-9%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$1.54M
|
-$86.9K
|
-4,020
|
-5%
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.29M
|
+$116K
|
+5,359
|
+10%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.27M
|
+$153K
|
+7,100
|
+14%
|
|
|
16
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.27M
|
+$153K
|
+7,100
|
+14%
|
|
|
17
|
|
$1.26M
|
+$1.22M
|
+56,473
|
New
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.11M
|
+$579K
|
+26,767
|
+115%
|
|
|
19
|
Chilton Capital Management
Houston,
Texas
|
$1.1M
|
+$228K
|
+10,568
|
+27%
|
|
|
20
|
Csenge Advisory Group
Clearwater,
Florida
|
$936K
|
+$899K
|
+41,604
|
New
|
|
|
21
|
Atria Wealth Solutions
New York
|
$813K
|
+$312K
|
+14,441
|
+65%
|
|
|
22
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$798K
|
-$44.2K
|
-2,045
|
-5%
|
|
|
23
|
CreativeOne Wealth
Overland Park,
Kansas
|
$461K
|
+$448K
|
+20,718
|
New
|
|
|
24
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$415K
|
+$62.2K
|
+2,879
|
+18%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$388K
|
+$54K
|
+2,500
|
+17%
|
|
