|
1
|
Financial Designs
Claremont,
California
|
$25.2M
|
+$26M
|
+814,828
|
New
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.3M
|
+$855K
|
+26,811
|
+4%
|
|
|
3
|
Redwood Investment Management
Scottsdale,
Arizona
|
$19M
|
-$19.8M
|
-622,355
|
-50%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$12.6M
|
+$2.46M
|
+77,042
|
+23%
|
|
|
5
|
Avantax Advisory Services
Dallas,
Texas
|
$7.49M
|
-$747K
|
-23,419
|
-9%
|
|
|
6
|
Ford Financial Group
Fresno,
California
|
$5.57M
|
+$115K
|
+3,610
|
+2%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$5.29M
|
+$5.47M
|
+171,393
|
New
|
|
|
8
|
Atria Wealth Solutions
New York
|
$3.09M
|
+$415K
|
+13,019
|
+15%
|
|
|
9
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.73M
|
+$112K
|
+3,505
|
+7%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.43M
|
+$1.47M
|
+46,153
|
New
|
|
|
11
|
IHT Wealth Management
Chicago,
Illinois
|
$1.03M
|
-$42.8K
|
-1,341
|
-4%
|
|
|
12
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$1M
|
+$1.04M
|
+32,493
|
New
|
|
|
13
|
Coppell Advisory Solutions
Coppell,
Texas
|
$788K
|
+$813K
|
+25,497
|
New
|
|
|
14
|
Coppell Advisory Solutions Corp
Coppell,
Texas
|
$788K
|
+$813K
|
+25,497
|
New
|
|
|
15
|
Good Life Advisors
Reading,
Pennsylvania
|
$754K
|
+$34.9K
|
+1,093
|
+5%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$626K
|
+$32.6K
|
+1,021
|
+5%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$411K
|
-$5.18M
|
-162,381
|
-92%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$358K
|
-$9.95K
|
-312
|
-3%
|
|
|
19
|
|
$339K
|
-$1.63K
|
-51
|
-0.5%
|
|
|
20
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$312K
|
+$5.45K
|
+171
|
+2%
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$271K
|
+$126K
|
+3,961
|
+82%
|
|
|
22
|
Global Retirement Partners
San Rafael,
California
|
$192K
|
+$111K
|
+3,496
|
+129%
|
|
|
23
|
|
$50.6K
|
–
|
–
|
–
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$25.8K
|
–
|
–
|
–
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$4.36K
|
-$56.4K
|
-1,768
|
-93%
|
|
