|
1
|
Redwood Investment Management
Scottsdale,
Arizona
|
$34.7M
|
+$763K
|
+23,042
|
+2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$22M
|
+$1.81M
|
+54,652
|
+9%
|
|
|
3
|
Avantax Advisory Services
Dallas,
Texas
|
$8.26M
|
+$149K
|
+4,490
|
+2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$5.3M
|
+$881K
|
+26,608
|
+19%
|
|
|
5
|
Ford Financial Group
Fresno,
California
|
$3.45M
|
+$3.52M
|
+106,432
|
New
|
|
|
6
|
Cooper Financial Group
Irvine,
California
|
$2.96M
|
+$113K
|
+3,399
|
+4%
|
|
|
7
|
Private Advisor Group
Morristown,
New Jersey
|
$2.8M
|
+$456K
|
+13,778
|
+19%
|
|
|
8
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.26M
|
+$1.29M
|
+38,901
|
New
|
|
|
9
|
Atria Wealth Solutions
New York
|
$999K
|
+$1.02M
|
+30,781
|
New
|
|
|
10
|
Good Life Advisors
Reading,
Pennsylvania
|
$736K
|
+$66
|
+2
|
+0%
|
|
|
11
|
IHT Wealth Management
Chicago,
Illinois
|
$653K
|
+$666K
|
+20,102
|
New
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$466K
|
+$475K
|
+14,348
|
New
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$359K
|
+$8.01K
|
+242
|
+2%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$335K
|
+$125K
|
+3,788
|
+58%
|
|
|
15
|
|
$330K
|
–
|
–
|
–
|
|
|
16
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$258K
|
+$263K
|
+7,952
|
New
|
|
|
17
|
Global Retirement Partners
San Rafael,
California
|
$89K
|
+$99K
|
+2,990
|
New
|
|
|
18
|
Prospera Financial Services
Dallas,
Texas
|
$71K
|
+$72K
|
+2,176
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$42K
|
+$42.6K
|
+1,287
|
+14,300%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$24K
|
-$17K
|
-513
|
-41%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$21K
|
–
|
–
|
–
|
|
|
22
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$6K
|
+$6.36K
|
+192
|
New
|
|
|
23
|
Principal Financial Group
Des Moines,
Iowa
|
–
|
-$353K
|
-10,079
|
Closed
|
|
