|
1
|
WealthPLAN Partners
Omaha,
Nebraska
|
$15.3M
|
+$14.8M
|
+1,919,618
|
New
|
|
|
2
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$15.2M
|
+$99.5K
|
+12,878
|
+0.7%
|
|
|
3
|
F3Logic
Burnsville,
Minnesota
|
$13.6M
|
-$264K
|
-34,165
|
-2%
|
|
|
4
|
Gallagher Benefit Services
Rolling Meadows,
Illinois
|
$13.6M
|
+$13.7M
|
+1,778,282
|
New
|
|
|
5
|
Atria Investments
Charlotte,
North Carolina
|
$8.42M
|
-$994K
|
-128,628
|
-10%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$2.38M
|
+$1.44M
|
+186,971
|
+151%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$798K
|
+$402K
|
+52,067
|
+100%
|
|
|
8
|
Cetera Advisors
Denver,
Colorado
|
$753K
|
-$309K
|
-40,063
|
-29%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$701K
|
+$25.1K
|
+3,244
|
+4%
|
|
|
10
|
Cetera Advisor Networks
El Segundo,
California
|
$535K
|
+$540K
|
+69,854
|
New
|
|
|
11
|
Centaurus Financial
Anaheim,
California
|
$306K
|
–
|
–
|
–
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$264K
|
+$4.4K
|
+570
|
+2%
|
|
|
13
|
|
$235K
|
-$719K
|
-93,115
|
-75%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$231K
|
+$233K
|
+30,225
|
New
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$177K
|
+$38.5K
|
+4,990
|
+28%
|
|
|
16
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$77.9K
|
+$1.24K
|
+160
|
+2%
|
|
|
17
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$39.6K
|
+$39.9K
|
+5,169
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$17.6K
|
-$20.4K
|
-2,646
|
-54%
|
|
