|
1
|
Legacy Investment Solutions
Meridian,
Idaho
|
$10.6M
|
+$10.7M
|
+483,144
|
New
|
|
|
2
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$10.6M
|
+$10.7M
|
+483,144
|
New
|
|
|
3
|
Peak Financial Advisors
Denver,
Colorado
|
$10.5M
|
+$904K
|
+40,642
|
+9%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.69M
|
+$1.72M
|
+77,483
|
+28%
|
|
|
5
|
Cumberland Partners
Toronto,
Ontario, Canada
|
$7.09M
|
+$480K
|
+21,586
|
+7%
|
|
|
6
|
Parkside Investments
Deerfield,
Illinois
|
$6.7M
|
+$6.79M
|
+304,985
|
New
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$4.84M
|
+$1.74M
|
+78,085
|
+55%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$4.72M
|
+$3.55M
|
+159,362
|
+288%
|
|
|
9
|
One Capital Management
Westlake Village,
California
|
$2.55M
|
+$32.7K
|
+1,468
|
+1%
|
|
|
10
|
3EDGE Asset Management
Naples,
Florida
|
$2.1M
|
+$198K
|
+8,879
|
+10%
|
|
|
11
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.97M
|
+$184K
|
+8,285
|
+10%
|
|
|
12
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.93M
|
+$512K
|
+22,996
|
+35%
|
|
|
13
|
Smith Anglin Financial
Dallas,
Texas
|
$1.88M
|
+$33.3K
|
+1,496
|
+2%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.86M
|
-$170K
|
-7,631
|
-8%
|
|
|
15
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$1.82M
|
+$1.85M
|
+83,100
|
New
|
|
|
16
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$1.78M
|
+$1.81M
|
+81,230
|
New
|
|
|
17
|
Diversify Advisory Services
Sandy,
Utah
|
$1.77M
|
+$1.29M
|
+57,805
|
+244%
|
|
|
18
|
|
$1.49M
|
+$1.3M
|
+58,623
|
+631%
|
|
|
19
|
Bison Wealth
Atlanta,
Georgia
|
$1.37M
|
+$337K
|
+15,169
|
+32%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.34M
|
+$1.36M
|
+61,172
|
New
|
|
|
21
|
Principal Securities
Des Moines,
Iowa
|
$1.32M
|
+$1.33M
|
+59,946
|
New
|
|
|
22
|
|
$1.29M
|
-$3.38M
|
-151,749
|
-72%
|
|
|
23
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$1.25M
|
+$1.24M
|
+55,812
|
New
|
|
|
24
|
Andina Capital Management
Lehi,
Utah
|
$1.24M
|
+$102K
|
+4,562
|
+9%
|
|
|
25
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.15M
|
-$16.3M
|
-731,798
|
-93%
|
|
