|
1
|
LPL Financial
San Diego,
California
|
$4.9M
|
+$4.91M
|
+207,065
|
New
|
|
|
2
|
Forte Asset Management
Bedford,
New York
|
$3.55M
|
–
|
–
|
–
|
|
|
3
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$3.28M
|
+$2.99M
|
+125,899
|
+874%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$2.31M
|
-$118K
|
-4,966
|
-5%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.28M
|
+$906K
|
+38,185
|
+66%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$2.12M
|
-$5.49M
|
-231,460
|
-72%
|
|
|
7
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$1.96M
|
+$1.97M
|
+83,013
|
New
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.25M
|
+$30.4K
|
+1,280
|
+2%
|
|
|
9
|
SimpliFi Inc
San Diego,
California
|
$1.07M
|
–
|
–
|
–
|
|
|
10
|
Novem Group
Rochester,
New York
|
$777K
|
+$341K
|
+14,376
|
+78%
|
|
|
11
|
&Partners
Nashville,
Tennessee
|
$767K
|
+$1.59K
|
+67
|
+0.2%
|
|
|
12
|
Savvy Advisors Inc
New York
|
$760K
|
–
|
–
|
–
|
|
|
13
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$721K
|
–
|
–
|
–
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$691K
|
–
|
–
|
–
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$681K
|
-$23.5K
|
-989
|
-3%
|
|
|
16
|
Cyr Financial
Hennepin,
Illinois
|
$649K
|
-$150K
|
-6,314
|
-19%
|
|
|
17
|
Landmark Wealth Management (New York)
Melville,
New York
|
$614K
|
+$193K
|
+8,134
|
+46%
|
|
|
18
|
Belpointe Asset Management
Reno,
Nevada
|
$598K
|
-$311K
|
-13,100
|
-34%
|
|
|
19
|
Larson Financial Group
St Louis,
Missouri
|
$540K
|
+$542K
|
+22,831
|
New
|
|
|
20
|
StoneCrest Wealth Management
Chandler,
Arizona
|
$528K
|
–
|
–
|
–
|
|
|
21
|
Corient Private Wealth
Miami,
Florida
|
$517K
|
–
|
–
|
–
|
|
|
22
|
|
$483K
|
-$711K
|
-29,981
|
-59%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$474K
|
–
|
–
|
–
|
|
|
24
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$469K
|
–
|
–
|
–
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$455K
|
+$249K
|
+10,478
|
+120%
|
|
