|
1
|
Swan Global Investments
Durango,
Colorado
|
$65.1M
|
-$1M
|
-44,751
|
-2%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$41.7M
|
+$3.4M
|
+151,486
|
+9%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.5M
|
+$3.31M
|
+147,372
|
+12%
|
|
|
4
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$29.9M
|
+$12.4M
|
+550,431
|
+76%
|
|
|
5
|
NewEdge Advisors
New Orleans,
Louisiana
|
$27.6M
|
+$14.3M
|
+635,269
|
+118%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$22.4M
|
-$1.07M
|
-47,533
|
-5%
|
|
|
7
|
Beacon Pointe Advisors
Newport Beach,
California
|
$13.4M
|
+$208K
|
+9,264
|
+2%
|
|
|
8
|
Financial Designs
Claremont,
California
|
$12.3M
|
+$21.9K
|
+977
|
+0.2%
|
|
|
9
|
Avior Wealth Management
Omaha,
Nebraska
|
$10.7M
|
-$459K
|
-20,467
|
-4%
|
|
|
10
|
Blueprint Financial Advisors
Greensboto,
North Carolina
|
$10.7M
|
+$4.84M
|
+215,660
|
+91%
|
|
|
11
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$10.3M
|
+$826K
|
+36,819
|
+9%
|
|
|
12
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$7.67M
|
+$2.43M
|
+108,161
|
+50%
|
|
|
13
|
Retirement Guys Formula
Maumee,
Ohio
|
$7.26M
|
-$19.5K
|
-867
|
-0.3%
|
|
|
14
|
Atria Investments
Charlotte,
North Carolina
|
$6.63M
|
-$15.3K
|
-681
|
-0.2%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$4.13M
|
+$233K
|
+10,364
|
+6%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.9M
|
+$468K
|
+20,864
|
+14%
|
|
|
17
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$3.76M
|
+$56.7K
|
+2,527
|
+2%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$2.05M
|
+$273K
|
+12,151
|
+16%
|
|
|
19
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$1.92M
|
+$183K
|
+8,176
|
+11%
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.72M
|
+$620K
|
+27,617
|
+61%
|
|
|
21
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.7M
|
+$117K
|
+5,228
|
+8%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.58M
|
+$190K
|
+8,475
|
+14%
|
|
|
23
|
|
$1.48M
|
+$1.41M
|
+62,898
|
New
|
|
|
24
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$1.4M
|
+$63.2K
|
+2,817
|
+5%
|
|
|
25
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.26M
|
-$11.6K
|
-515
|
-0.9%
|
|
