|
1
|
WealthPLAN Partners
Omaha,
Nebraska
|
$22.8M
|
+$22.4M
|
+962,538
|
New
|
|
|
2
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$22.7M
|
+$19.5K
|
+835
|
+0.1%
|
|
|
3
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$17.4M
|
+$18M
|
+771,763
|
New
|
|
|
4
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$9.35M
|
+$9.66M
|
+414,362
|
New
|
|
|
5
|
Financial Enhancement Group
Anderson,
Indiana
|
$8.67M
|
-$9.2M
|
-394,392
|
-52%
|
|
|
6
|
Cetera Advisor Networks
El Segundo,
California
|
$6.62M
|
+$6.84M
|
+293,392
|
New
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.52M
|
+$831K
|
+35,648
|
+30%
|
|
|
8
|
|
$3.42M
|
+$3.3M
|
+141,587
|
+1,416%
|
|
|
9
|
Smith, Moore & Co
Clayton,
Missouri
|
$3.05M
|
+$18.5K
|
+794
|
+0.6%
|
|
|
10
|
Avantax Advisory Services
Dallas,
Texas
|
$2.21M
|
+$272K
|
+11,650
|
+14%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.35M
|
-$2.93M
|
-125,662
|
-68%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$1.07M
|
+$148K
|
+6,342
|
+15%
|
|
|
13
|
Steward Partners Investment Advisory
New York
|
$975K
|
+$835K
|
+35,816
|
+484%
|
|
|
14
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$722K
|
+$746K
|
+32,002
|
New
|
|
|
15
|
Park Edge Advisors
Cleveland,
Ohio
|
$508K
|
+$525K
|
+22,523
|
New
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$443K
|
-$12M
|
-513,323
|
-96%
|
|
|
17
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$432K
|
+$91.4K
|
+3,919
|
+26%
|
|
|
18
|
TD Capital Management
Memphis,
Tennessee
|
$256K
|
+$94.9K
|
+4,067
|
+56%
|
|
|
19
|
Fiduciary Alliance
Greenville,
South Carolina
|
$85K
|
+$87.8K
|
+3,766
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$71K
|
+$54.3K
|
+2,329
|
+287%
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$65K
|
–
|
–
|
–
|
|
|
22
|
Ovata Capital Management
Hong Kong
|
–
|
-$18.1M
|
-800,000
|
Closed
|
|
|
23
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$335K
|
-14,697
|
Closed
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$8K
|
-351
|
Closed
|
|
