|
1
|
Shone Asset Management
Walnut Creek,
California
|
$6.05M
|
+$747K
|
+17,136
|
+15%
|
|
|
2
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$5.95M
|
+$5.77M
|
+132,396
|
New
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.41M
|
+$475K
|
+10,903
|
+10%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.2M
|
+$882K
|
+20,239
|
+40%
|
|
|
5
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$3.19M
|
+$351K
|
+8,041
|
+13%
|
|
|
6
|
3D Asset Management
Hartford,
Connecticut
|
$3.09M
|
-$126K
|
-2,880
|
-4%
|
|
|
7
|
Cedar Wealth Management
Walnut Creek,
California
|
$2.19M
|
+$19.8K
|
+454
|
+0.9%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$2.03M
|
+$90.1K
|
+2,066
|
+5%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.98M
|
+$128K
|
+2,934
|
+7%
|
|
|
10
|
RVW Wealth
Los Angeles,
California
|
$1.51M
|
+$137K
|
+3,135
|
+10%
|
|
|
11
|
|
$1.48M
|
+$857K
|
+19,662
|
+149%
|
|
|
12
|
Northern Trust
Chicago,
Illinois
|
$959K
|
+$8.99M
|
+206,227
|
+26%
|
|
|
13
|
Institute for Wealth Management
Denver,
Colorado
|
$763K
|
+$527K
|
+12,091
|
+247%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$551K
|
+$93.1K
|
+2,136
|
+21%
|
|
|
15
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$530K
|
–
|
–
|
–
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$461K
|
-$136K
|
-3,125
|
-23%
|
|
|
17
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$292K
|
-$15.3K
|
-350
|
-5%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$281K
|
+$272K
|
+6,246
|
New
|
|
|
19
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$222K
|
+$216K
|
+4,948
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$213K
|
-$13.3K
|
-305
|
-6%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$170K
|
-$34.8K
|
-799
|
-17%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$82K
|
+$80K
|
+1,835
|
New
|
|
|
23
|
American Portfolios Advisors
Holbrook,
New York
|
$62K
|
–
|
–
|
–
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$24K
|
+$23.6K
|
+541
|
New
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18K
|
-$337K
|
-7,735
|
-95%
|
|
