|
1
|
Financial Designs
Claremont,
California
|
$19M
|
+$19.4M
|
+687,278
|
New
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.2M
|
+$1.08M
|
+38,124
|
+7%
|
|
|
3
|
Redwood Investment Management
Scottsdale,
Arizona
|
$14.8M
|
-$12.2M
|
-431,409
|
-45%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$8.66M
|
+$2.04M
|
+72,226
|
+30%
|
|
|
5
|
Avantax Advisory Services
Dallas,
Texas
|
$5.08M
|
-$603K
|
-21,381
|
-10%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$4.02M
|
+$4.09M
|
+145,070
|
New
|
|
|
7
|
Ford Financial Group
Fresno,
California
|
$3.51M
|
+$87.3K
|
+3,097
|
+3%
|
|
|
8
|
Atria Wealth Solutions
New York
|
$2.07M
|
+$350K
|
+12,408
|
+20%
|
|
|
9
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.21M
|
+$63.6K
|
+2,256
|
+5%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$840K
|
+$854K
|
+30,296
|
New
|
|
|
11
|
IHT Wealth Management
Chicago,
Illinois
|
$708K
|
-$23K
|
-814
|
-3%
|
|
|
12
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$654K
|
+$665K
|
+23,598
|
New
|
|
|
13
|
Coppell Advisory Solutions
Coppell,
Texas
|
$566K
|
+$576K
|
+20,441
|
New
|
|
|
14
|
Coppell Advisory Solutions Corp
Coppell,
Texas
|
$566K
|
+$576K
|
+20,441
|
New
|
|
|
15
|
Good Life Advisors
Reading,
Pennsylvania
|
$491K
|
+$61.3K
|
+2,173
|
+14%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$413K
|
+$43.8K
|
+1,553
|
+12%
|
|
|
17
|
Evolution Wealth Advisors
Aventura,
Florida
|
$307K
|
–
|
–
|
–
|
|
|
18
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$229K
|
+$233K
|
+8,256
|
New
|
|
|
19
|
|
$217K
|
-$7.47K
|
-265
|
-3%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$216K
|
+$6.83K
|
+242
|
+3%
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$181K
|
+$82.3K
|
+2,919
|
+81%
|
|
|
22
|
Global Retirement Partners
San Rafael,
California
|
$141K
|
+$79.3K
|
+2,812
|
+124%
|
|
|
23
|
|
$32.6K
|
–
|
–
|
–
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$12K
|
–
|
–
|
–
|
|
|
25
|
Private Trust Company
Cleveland,
Ohio
|
$3K
|
–
|
–
|
–
|
|
