|
1
|
Redwood Investment Management
Scottsdale,
Arizona
|
$35.9M
|
+$3.24M
|
+99,736
|
+9%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.3M
|
+$1.04M
|
+32,046
|
+5%
|
|
|
3
|
Avantax Advisory Services
Dallas,
Texas
|
$8.47M
|
-$242K
|
-7,451
|
-3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$6.22M
|
+$1.96M
|
+60,337
|
+40%
|
|
|
5
|
Ford Financial Group
Fresno,
California
|
$4.32M
|
+$714K
|
+21,968
|
+18%
|
|
|
6
|
Cooper Financial Group
Irvine,
California
|
$2.95M
|
+$406K
|
+12,501
|
+14%
|
|
|
7
|
Private Advisor Group
Morristown,
New Jersey
|
$2.24M
|
-$3.77M
|
-116,147
|
-60%
|
|
|
8
|
Atria Wealth Solutions
New York
|
$1.99M
|
+$1.1M
|
+33,850
|
+101%
|
|
|
9
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.47M
|
+$327K
|
+10,061
|
+25%
|
|
|
10
|
IHT Wealth Management
Chicago,
Illinois
|
$942K
|
+$529K
|
+16,267
|
+104%
|
|
|
11
|
Good Life Advisors
Reading,
Pennsylvania
|
$688K
|
+$50.6K
|
+1,556
|
+7%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$350K
|
+$74.8K
|
+2,302
|
+24%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$342K
|
+$28.1K
|
+866
|
+8%
|
|
|
14
|
|
$321K
|
–
|
–
|
–
|
|
|
15
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$288K
|
+$49K
|
+1,509
|
+18%
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$143K
|
+$157K
|
+4,822
|
New
|
|
|
17
|
Global Retirement Partners
San Rafael,
California
|
$135K
|
+$33.1K
|
+1,019
|
+29%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$25K
|
–
|
–
|
–
|
|
|
19
|
|
–
|
-$447K
|
-12,951
|
Closed
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$290K
|
-8,413
|
Closed
|
|
|
21
|
LifePro Asset Management
San Diego,
California
|
–
|
-$218K
|
-6,303
|
Closed
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$15K
|
-441
|
Closed
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
–
|
-$12K
|
-349
|
Closed
|
|
