|
1
|
UBS Group
Zurich,
Switzerland
|
$15.2M
|
+$75.1K
|
+2,651
|
+0.5%
|
|
|
2
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$13.9M
|
+$413K
|
+14,581
|
+3%
|
|
|
3
|
Zega Financial
Palm Beach Gardens,
Florida
|
$8.51M
|
+$954K
|
+33,650
|
+13%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.88M
|
+$1.51M
|
+53,323
|
+24%
|
|
|
5
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$6.02M
|
+$58.8K
|
+2,073
|
+1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$4.95M
|
+$1.35M
|
+47,601
|
+38%
|
|
|
7
|
|
$4.72M
|
+$4.67M
|
+164,623
|
New
|
|
|
8
|
|
$4.51M
|
+$2.09M
|
+73,798
|
+88%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.62M
|
-$540K
|
-19,058
|
-13%
|
|
|
10
|
Horizon Investments
Charlotte,
North Carolina
|
$3.43M
|
+$56.9K
|
+2,009
|
+2%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.95M
|
+$965K
|
+34,029
|
+50%
|
|
|
12
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$2.62M
|
+$2.58M
|
+91,100
|
New
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.42M
|
+$213K
|
+7,520
|
+10%
|
|
|
14
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.42M
|
+$213K
|
+7,520
|
+10%
|
|
|
15
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$2.38M
|
-$34.3K
|
-1,210
|
-1%
|
|
|
16
|
Equitable Holdings
New York
|
$2.38M
|
-$1.39M
|
-49,014
|
-37%
|
|
|
17
|
Auour Investments
Woburn,
Massachusetts
|
$2.21M
|
-$59.1K
|
-2,084
|
-3%
|
|
|
18
|
SK Wealth Management
Providence,
Rhode Island
|
$1.91M
|
+$1.91M
|
+67,221
|
New
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.9M
|
+$1.44M
|
+50,762
|
+326%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$1.63M
|
+$58.5K
|
+2,065
|
+4%
|
|
|
21
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$1.54M
|
+$1.52M
|
+53,632
|
New
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.46M
|
+$247K
|
+8,704
|
+21%
|
|
|
23
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.41M
|
+$65.6K
|
+2,315
|
+5%
|
|
|
24
|
|
$1.38M
|
+$153K
|
+5,415
|
+13%
|
|
|
25
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$1.31M
|
+$333K
|
+11,730
|
+35%
|
|
