|
1
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$9.6M
|
+$3.7M
|
+489,483
|
+58%
|
|
|
2
|
WealthPLAN Partners
Omaha,
Nebraska
|
$5.71M
|
+$1.85M
|
+244,350
|
+44%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$1.76M
|
-$1.16M
|
-153,143
|
-38%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$775K
|
+$154K
|
+20,328
|
+23%
|
|
|
5
|
Cetera Advisors
Denver,
Colorado
|
$769K
|
-$43.9K
|
-5,799
|
-5%
|
|
|
6
|
Cetera Advisor Networks
El Segundo,
California
|
$673K
|
+$205K
|
+27,096
|
+41%
|
|
|
7
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$516K
|
-$12.4M
|
-1,641,274
|
-96%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$297K
|
–
|
–
|
–
|
|
|
9
|
Columbia Advisory Partners
Spokane,
Washington
|
$294K
|
-$51.8K
|
-6,840
|
-14%
|
|
|
10
|
Centaurus Financial
Anaheim,
California
|
$287K
|
–
|
–
|
–
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$173K
|
+$5.07K
|
+670
|
+3%
|
|
|
12
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$107K
|
+$113K
|
+14,868
|
New
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$96.9K
|
+$102K
|
+13,496
|
New
|
|
|
14
|
GTS Securities
Miami,
Florida
|
$82.6K
|
-$71.3K
|
-9,428
|
-45%
|
|
|
15
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$37.1K
|
–
|
–
|
–
|
|
|
16
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$8.09M
|
-1,044,866
|
Closed
|
|
|
17
|
|
–
|
-$853K
|
-110,117
|
Closed
|
|
