|
1
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$10.6M
|
+$365K
|
+50,031
|
+4%
|
|
|
2
|
WealthPLAN Partners
Omaha,
Nebraska
|
$6.07M
|
+$9.75K
|
+1,335
|
+0.2%
|
|
|
3
|
Kestra Private Wealth Services
Austin,
Texas
|
$3.22M
|
+$3.09M
|
+423,044
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.77M
|
-$93.6K
|
-12,824
|
-5%
|
|
|
5
|
Encompass More Asset Management
Danville,
California
|
$1.57M
|
+$1.51M
|
+206,567
|
New
|
|
|
6
|
Atria Investments
Charlotte,
North Carolina
|
$1.47M
|
+$1.41M
|
+192,864
|
New
|
|
|
7
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$1.4M
|
+$815K
|
+111,696
|
+156%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$926K
|
+$99.2K
|
+13,588
|
+13%
|
|
|
9
|
Cetera Advisors
Denver,
Colorado
|
$924K
|
+$103K
|
+14,100
|
+13%
|
|
|
10
|
Cetera Advisor Networks
El Segundo,
California
|
$688K
|
-$24.7K
|
-3,381
|
-4%
|
|
|
11
|
Centaurus Financial
Anaheim,
California
|
$305K
|
–
|
–
|
–
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$302K
|
-$12.7K
|
-1,739
|
-4%
|
|
|
13
|
|
$259K
|
+$248K
|
+33,929
|
New
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$204K
|
+$194K
|
+26,533
|
New
|
|
|
15
|
Columbia Advisory Partners
Spokane,
Washington
|
$187K
|
-$120K
|
-16,478
|
-40%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$185K
|
+$1.46K
|
+200
|
+0.8%
|
|
|
17
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$109K
|
-$4.02K
|
-551
|
-4%
|
|
|
18
|
|
$8.13K
|
+$7.79K
|
+1,067
|
New
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$96.9K
|
-13,496
|
Closed
|
|
|
20
|
GTS Securities
Miami,
Florida
|
–
|
-$82.6K
|
-11,506
|
Closed
|
|
|
21
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
–
|
-$37.1K
|
-5,169
|
Closed
|
|
