|
1
|
LPL Financial
San Diego,
California
|
$22.9M
|
+$22.9M
|
+927,968
|
New
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$17.9M
|
+$2.24M
|
+90,608
|
+14%
|
|
|
3
|
CoreCap Advisors
Southfield,
Michigan
|
$8.35M
|
+$396K
|
+15,999
|
+5%
|
|
|
4
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$6.76M
|
-$214K
|
-8,643
|
-3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.67M
|
-$338K
|
-13,655
|
-8%
|
|
|
6
|
Leuthold Group
Minneapolis,
Minnesota
|
$2.01M
|
-$4.4K
|
-178
|
-0.2%
|
|
|
7
|
Atria Investments
Charlotte,
North Carolina
|
$1.97M
|
+$275K
|
+11,104
|
+16%
|
|
|
8
|
IFP Advisors
Tampa,
Florida
|
$1.21M
|
+$69.2K
|
+2,800
|
+6%
|
|
|
9
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.16M
|
-$294K
|
-11,871
|
-20%
|
|
|
10
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1.06M
|
-$5.71K
|
-231
|
-0.5%
|
|
|
11
|
Global Assets Advisory
Orlando,
Florida
|
$1.01M
|
+$1.01M
|
+40,928
|
New
|
|
|
12
|
MGO One Seven
Beachwood,
Ohio
|
$946K
|
+$29.8K
|
+1,204
|
+3%
|
|
|
13
|
Strategic Blueprint
Atlanta,
Georgia
|
$699K
|
-$47.5K
|
-1,922
|
-6%
|
|
|
14
|
|
$617K
|
+$80.8K
|
+3,266
|
+15%
|
|
|
15
|
Legacy Wealth Partners (Colorado)
Lakewood,
Colorado
|
$615K
|
+$52.7K
|
+2,132
|
+9%
|
|
|
16
|
Fulcrum Equity Management
Plano,
Texas
|
$544K
|
-$32K
|
-1,296
|
-6%
|
|
|
17
|
VisionPoint Advisory Group
Dallas,
Texas
|
$450K
|
-$13.9K
|
-563
|
-3%
|
|
|
18
|
RFG Advisory
Birmingham,
Alabama
|
$380K
|
-$18.5K
|
-750
|
-5%
|
|
|
19
|
United Advisor Group
Cincinnati,
Ohio
|
$233K
|
+$232K
|
+9,401
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$18.6K
|
-$27.6K
|
-1,117
|
-60%
|
|
|
21
|
Continuum Advisory
Eagle,
Idaho
|
$16.9K
|
+$17K
|
+686
|
New
|
|
|
22
|
Rossby Financial
Melbourne,
Florida
|
$8.11K
|
+$3.39K
|
+137
|
+71%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.11K
|
+$6.13K
|
+248
|
New
|
|
|
24
|
Farther Finance Advisors
San Francisco,
California
|
$1.87K
|
+$1.88K
|
+76
|
New
|
|
|
25
|
|
–
|
-$1.31M
|
-52,918
|
Closed
|
|
