|
1
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$8.61M
|
+$640K
|
+26,660
|
+8%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.49M
|
+$2.69M
|
+111,900
|
+57%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.37M
|
+$133K
|
+5,544
|
+3%
|
|
|
4
|
CreativeOne Wealth
Overland Park,
Kansas
|
$4.23M
|
+$81.9K
|
+3,413
|
+2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.74M
|
+$2.17M
|
+90,355
|
+404%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.08M
|
+$238K
|
+9,928
|
+13%
|
|
|
7
|
Farther Finance Advisors
San Francisco,
California
|
$1.86M
|
+$836K
|
+34,837
|
+84%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.67M
|
+$774K
|
+32,271
|
+89%
|
|
|
9
|
Van Diest Capital
Poly City,
Iowa
|
$1.46M
|
-$33.6K
|
-1,402
|
-2%
|
|
|
10
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.1M
|
-$103K
|
-4,300
|
-9%
|
|
|
11
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.08M
|
-$63.5K
|
-2,645
|
-6%
|
|
|
12
|
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
$531K
|
-$4.03K
|
-168
|
-0.8%
|
|
|
13
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$378K
|
+$373K
|
+15,547
|
New
|
|
|
14
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$332K
|
+$13.3K
|
+553
|
+4%
|
|
|
15
|
Brookwood Investment Group
Phoenix,
Arizona
|
$309K
|
+$305K
|
+12,698
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$216K
|
+$214K
|
+8,902
|
New
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$206K
|
+$132K
|
+5,499
|
+186%
|
|
|
18
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$150K
|
+$148K
|
+6,160
|
New
|
|
|
19
|
Wellington-Altus USA
Winnipeg, Manitoba,
Manitoba, Canada
|
$52.9K
|
+$52.8K
|
+2,200
|
New
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$24.4K
|
–
|
–
|
–
|
|
|
21
|
Signature Equity Partners
Columbus,
Ohio
|
$17.9K
|
–
|
–
|
–
|
|
|
22
|
International Assets Investment Management
Orlando,
Florida
|
$16.4K
|
+$16.2K
|
+673
|
New
|
|
|
23
|
Harbour Investments
Madison,
Wisconsin
|
$11.2K
|
–
|
–
|
–
|
|
|
24
|
|
$9.96K
|
+$9.81K
|
+409
|
+40,900%
|
|
|
25
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$9.2K
|
+$9.1K
|
+379
|
New
|
|
