|
1
|
Swan Global Investments
Durango,
Colorado
|
$63.4M
|
+$2.57M
|
+113,620
|
+4%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$33.1M
|
+$1.89M
|
+83,445
|
+6%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$28M
|
+$7.46M
|
+330,175
|
+36%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$22.5M
|
+$2.59M
|
+114,532
|
+13%
|
|
|
5
|
NewEdge Advisors
New Orleans,
Louisiana
|
$12.3M
|
+$1.42M
|
+62,812
|
+13%
|
|
|
6
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$11.7M
|
+$11.8M
|
+522,931
|
New
|
|
|
7
|
Beacon Pointe Advisors
Newport Beach,
California
|
$10.9M
|
+$213K
|
+9,404
|
+2%
|
|
|
8
|
Avior Wealth Management
Omaha,
Nebraska
|
$9.98M
|
+$852K
|
+37,693
|
+9%
|
|
|
9
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$8.59M
|
+$8.67M
|
+383,328
|
New
|
|
|
10
|
Retirement Guys Formula
Maumee,
Ohio
|
$7.37M
|
-$230K
|
-10,176
|
-3%
|
|
|
11
|
Atria Investments
Charlotte,
North Carolina
|
$6.24M
|
+$703K
|
+31,091
|
+13%
|
|
|
12
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$4.49M
|
+$4.53M
|
+200,468
|
New
|
|
|
13
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$3.46M
|
+$3.49M
|
+154,563
|
New
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.38M
|
+$1.02M
|
+45,300
|
+43%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$3.2M
|
+$3.23M
|
+142,928
|
New
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$1.64M
|
+$87.6K
|
+3,874
|
+6%
|
|
|
17
|
Atria Wealth Solutions
New York
|
$1.53M
|
+$716K
|
+31,663
|
+87%
|
|
|
18
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.4M
|
-$578K
|
-25,582
|
-29%
|
|
|
19
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.39M
|
+$114K
|
+5,048
|
+9%
|
|
|
20
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.39M
|
+$114K
|
+5,048
|
+9%
|
|
|
21
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$1.29M
|
+$1.31M
|
+57,740
|
New
|
|
|
22
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.27M
|
+$864K
|
+38,241
|
+205%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.23M
|
+$112K
|
+4,935
|
+10%
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.16M
|
-$149K
|
-6,589
|
-11%
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
$994K
|
+$1M
|
+44,386
|
New
|
|
