|
1
|
Redwood Investment Management
Scottsdale,
Arizona
|
$26.3M
|
+$999K
|
+30,328
|
+4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.5M
|
+$1.71M
|
+51,803
|
+12%
|
|
|
3
|
Avantax Advisory Services
Dallas,
Texas
|
$6.59M
|
+$292K
|
+8,853
|
+5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$3.4M
|
+$532K
|
+16,158
|
+18%
|
|
|
5
|
Ford Financial Group
Fresno,
California
|
$2.75M
|
+$2.77M
|
+84,254
|
New
|
|
|
6
|
Private Advisor Group
Morristown,
New Jersey
|
$1.64M
|
+$349K
|
+10,609
|
+27%
|
|
|
7
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.01M
|
+$1.02M
|
+30,935
|
New
|
|
|
8
|
Cooper Financial Group
Irvine,
California
|
$908K
|
+$38K
|
+1,155
|
+4%
|
|
|
9
|
Atria Wealth Solutions
New York
|
$745K
|
+$751K
|
+22,814
|
New
|
|
|
10
|
Good Life Advisors
Reading,
Pennsylvania
|
$462K
|
–
|
–
|
–
|
|
|
11
|
IHT Wealth Management
Chicago,
Illinois
|
$393K
|
+$396K
|
+12,021
|
New
|
|
|
12
|
Evolution Wealth Advisors
Aventura,
Florida
|
$362K
|
-$329K
|
-10,000
|
-47%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$355K
|
-$382K
|
-11,600
|
-52%
|
|
|
14
|
|
$254K
|
–
|
–
|
–
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$245K
|
+$15.4K
|
+469
|
+7%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$200K
|
+$101K
|
+3,063
|
+101%
|
|
|
17
|
Global Retirement Partners
San Rafael,
California
|
$72K
|
+$82.3K
|
+2,500
|
New
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$14K
|
–
|
–
|
–
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4K
|
–
|
–
|
–
|
|
|
20
|
Principal Financial Group
Des Moines,
Iowa
|
–
|
-$239K
|
-6,815
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$35K
|
-1,007
|
Closed
|
|
