|
1
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$52.9M
|
+$54.9M
|
+1,852,658
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$34.4M
|
+$3.51M
|
+118,651
|
+11%
|
|
|
3
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$24M
|
+$9.57M
|
+323,081
|
+63%
|
|
|
4
|
Private Advisor Group
Morristown,
New Jersey
|
$23.4M
|
+$3.65M
|
+123,200
|
+18%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15.4M
|
+$977K
|
+32,988
|
+7%
|
|
|
6
|
WealthPLAN Partners
Omaha,
Nebraska
|
$15.3M
|
+$12.9K
|
+436
|
+0.1%
|
|
|
7
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$13.2M
|
-$4.06M
|
-137,207
|
-23%
|
|
|
8
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$10.2M
|
-$2M
|
-67,491
|
-16%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$8.92M
|
+$317K
|
+10,691
|
+4%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.29M
|
+$5.01M
|
+169,301
|
+140%
|
|
|
11
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$6.89M
|
-$30.5K
|
-1,031
|
-0.4%
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$6.86M
|
+$4.84M
|
+163,409
|
+213%
|
|
|
13
|
Stratos Investment Management
Beachwood,
Ohio
|
$5.63M
|
+$5.84M
|
+197,148
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$5.59M
|
-$1.28M
|
-43,368
|
-18%
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$5.3M
|
+$188K
|
+6,335
|
+4%
|
|
|
16
|
Farther Finance Advisors
San Francisco,
California
|
$4.86M
|
+$5.03M
|
+169,796
|
New
|
|
|
17
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$4.7M
|
-$330K
|
-11,139
|
-6%
|
|
|
18
|
Smith, Moore & Co
Clayton,
Missouri
|
$4.35M
|
-$1.33M
|
-44,774
|
-23%
|
|
|
19
|
Peterson Wealth Advisors
Orem,
Utah
|
$4.31M
|
+$3.03M
|
+102,412
|
+191%
|
|
|
20
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$4.02M
|
-$781K
|
-26,374
|
-16%
|
|
|
21
|
Harmony Asset Management
Scottsdale,
Arizona
|
$3.86M
|
+$245K
|
+8,285
|
+7%
|
|
|
22
|
Victory Financial Group
Austin,
Texas
|
$3.4M
|
+$3.14M
|
+106,154
|
+819%
|
|
|
23
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.33M
|
+$3.45M
|
+116,456
|
New
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.88M
|
-$58.4K
|
-1,973
|
-2%
|
|
|
25
|
Stephens Inc
Little Rock,
Arkansas
|
$2.63M
|
+$1.72M
|
+58,099
|
+172%
|
|
