|
1
|
Redwood Investment Management
Scottsdale,
Arizona
|
$37.8M
|
+$20M
|
+642,976
|
+107%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.3M
|
+$250K
|
+8,028
|
+1%
|
|
|
3
|
Financial Designs
Claremont,
California
|
$24.2M
|
-$386K
|
-12,421
|
-2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$16.4M
|
+$3.91M
|
+125,797
|
+30%
|
|
|
5
|
Avantax Advisory Services
Dallas,
Texas
|
$6.01M
|
-$1.1M
|
-35,464
|
-15%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$4.81M
|
-$152K
|
-4,881
|
-3%
|
|
|
7
|
Perennial Investment Advisors
Los Angeles,
California
|
$4.78M
|
+$4.89M
|
+157,217
|
New
|
|
|
8
|
Atria Wealth Solutions
New York
|
$3.53M
|
+$120K
|
+3,853
|
+3%
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$3.2M
|
+$352K
|
+11,303
|
+12%
|
|
|
10
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.56M
|
-$84.4K
|
-2,713
|
-5%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.32M
|
+$11.4K
|
+366
|
+0.9%
|
|
|
12
|
IHT Wealth Management
Chicago,
Illinois
|
$1.29M
|
+$114K
|
+3,675
|
+10%
|
|
|
13
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$1.1M
|
-$42.8K
|
-1,377
|
-4%
|
|
|
14
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.1M
|
+$1.12M
|
+36,138
|
New
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$912K
|
+$380K
|
+12,231
|
+69%
|
|
|
16
|
Coppell Advisory Solutions
Coppell,
Texas
|
$785K
|
-$11.4K
|
-367
|
-1%
|
|
|
17
|
Coppell Advisory Solutions Corp
Coppell,
Texas
|
$785K
|
-$11.4K
|
-367
|
-1%
|
|
|
18
|
Good Life Advisors
Reading,
Pennsylvania
|
$722K
|
-$9.39K
|
-302
|
-1%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$442K
|
+$452K
|
+14,524
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$376K
|
-$15.4K
|
-495
|
-4%
|
|
|
21
|
|
$329K
|
+$15.3K
|
+492
|
+5%
|
|
|
22
|
Claro Advisors
Boston,
Massachusetts
|
$318K
|
+$325K
|
+10,455
|
New
|
|
|
23
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$316K
|
+$12.8K
|
+410
|
+4%
|
|
|
24
|
Global Retirement Partners
San Rafael,
California
|
$197K
|
+$21.7K
|
+699
|
+12%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$20.1K
|
–
|
–
|
–
|
|
