|
1
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$32.7M
|
-$7.29M
|
-270,789
|
-20%
|
|
|
2
|
Kestra Private Wealth Services
Austin,
Texas
|
$26.5M
|
-$1.3M
|
-48,216
|
-5%
|
|
|
3
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$24.2M
|
-$665K
|
-24,701
|
-3%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.3M
|
+$3.16M
|
+117,316
|
+32%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.4M
|
-$1.91M
|
-70,813
|
-14%
|
|
|
6
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$11.4M
|
+$3.66M
|
+136,129
|
+55%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$10.9M
|
-$335K
|
-12,462
|
-3%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$10.6M
|
-$214K
|
-7,962
|
-2%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$10.5M
|
-$2.68M
|
-99,706
|
-22%
|
|
|
10
|
Encompass More Asset Management
Danville,
California
|
$8.01M
|
-$252K
|
-9,374
|
-3%
|
|
|
11
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$7.89M
|
-$18.6K
|
-692
|
-0.3%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.63M
|
+$672K
|
+24,980
|
+11%
|
|
|
13
|
WealthPLAN Partners
Omaha,
Nebraska
|
$5.42M
|
-$3.39M
|
-126,022
|
-41%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.27M
|
+$435K
|
+16,162
|
+10%
|
|
|
15
|
Partners Wealth Management
Carmel By The Sea,
California
|
$4.46M
|
–
|
–
|
–
|
|
|
16
|
Global Retirement Partners
San Rafael,
California
|
$3.58M
|
+$3.25M
|
+120,908
|
New
|
|
|
17
|
Prosperity Financial Group
San Ramon,
California
|
$3.27M
|
+$326K
|
+12,101
|
+12%
|
|
|
18
|
Avantax Advisory Services
Dallas,
Texas
|
$2.23M
|
+$2.03M
|
+75,352
|
New
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.56M
|
+$232K
|
+8,619
|
+20%
|
|
|
20
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$1.25M
|
+$6.75K
|
+251
|
+0.6%
|
|
|
21
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$1.08M
|
-$71K
|
-2,637
|
-7%
|
|
|
22
|
M Holdings Securities
Portland,
Oregon
|
$887K
|
+$807K
|
+29,993
|
New
|
|
|
23
|
Avior Wealth Management
Omaha,
Nebraska
|
$740K
|
–
|
–
|
–
|
|
|
24
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$605K
|
–
|
–
|
–
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
$565K
|
+$178K
|
+6,624
|
+53%
|
|
