|
1
|
Swan Global Investments
Durango,
Colorado
|
$61.6M
|
-$351K
|
-15,594
|
-0.6%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$35.5M
|
+$3.23M
|
+143,360
|
+10%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.1M
|
-$1.34M
|
-59,550
|
-5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$21.9M
|
-$8.13K
|
-361
|
-0%
|
|
|
5
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$15.8M
|
+$4.48M
|
+198,935
|
+38%
|
|
|
6
|
Beacon Pointe Advisors
Newport Beach,
California
|
$12.3M
|
+$1.67M
|
+73,935
|
+15%
|
|
|
7
|
NewEdge Advisors
New Orleans,
Louisiana
|
$11.8M
|
-$271K
|
-12,040
|
-2%
|
|
|
8
|
Financial Designs
Claremont,
California
|
$11.4M
|
+$11.8M
|
+522,308
|
New
|
|
|
9
|
Avior Wealth Management
Omaha,
Nebraska
|
$10.5M
|
+$718K
|
+31,868
|
+7%
|
|
|
10
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$8.75M
|
+$361K
|
+16,029
|
+4%
|
|
|
11
|
Retirement Guys Formula
Maumee,
Ohio
|
$6.78M
|
-$439K
|
-19,489
|
-6%
|
|
|
12
|
Atria Investments
Charlotte,
North Carolina
|
$6.2M
|
+$103K
|
+4,589
|
+2%
|
|
|
13
|
Blueprint Financial Advisors
Greensboto,
North Carolina
|
$5.21M
|
+$5.36M
|
+237,828
|
New
|
|
|
14
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$4.78M
|
+$401K
|
+17,790
|
+9%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$3.62M
|
+$505K
|
+22,416
|
+16%
|
|
|
16
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$3.45M
|
+$70.5K
|
+3,132
|
+2%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.18M
|
-$131K
|
-5,801
|
-4%
|
|
|
18
|
Atria Wealth Solutions
New York
|
$2.18M
|
+$704K
|
+31,277
|
+46%
|
|
|
19
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.8M
|
+$573K
|
+25,435
|
+45%
|
|
|
20
|
|
$1.66M
|
+$1.51M
|
+66,991
|
+747%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$1.64M
|
+$43.8K
|
+1,947
|
+3%
|
|
|
22
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$1.61M
|
+$1.66M
|
+73,497
|
New
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.47M
|
+$108K
|
+4,793
|
+8%
|
|
|
24
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.47M
|
+$108K
|
+4,793
|
+8%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.29M
|
+$87.9K
|
+3,903
|
+7%
|
|
