|
1
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$19.8M
|
+$5.68M
|
+195,820
|
+42%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$18.9M
|
-$16.7M
|
-577,044
|
-48%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17.3M
|
+$1.04M
|
+35,965
|
+7%
|
|
|
4
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$14.7M
|
-$10.2M
|
-349,797
|
-42%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.7M
|
+$1.87M
|
+64,425
|
+22%
|
|
|
6
|
MML Investors Services
Springfield,
Massachusetts
|
$10M
|
+$2.73M
|
+93,959
|
+39%
|
|
|
7
|
WealthPLAN Partners
Omaha,
Nebraska
|
$9.57M
|
-$6.28M
|
-216,291
|
-40%
|
|
|
8
|
Stratos Investment Management
Beachwood,
Ohio
|
$8.74M
|
+$2.72M
|
+93,830
|
+48%
|
|
|
9
|
Stephens Inc
Little Rock,
Arkansas
|
$8.1M
|
+$5.16M
|
+177,825
|
+194%
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$7.77M
|
-$16.3M
|
-561,369
|
-68%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$7.68M
|
+$1.74M
|
+59,882
|
+31%
|
|
|
12
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$6.89M
|
–
|
–
|
–
|
|
|
13
|
Steward Partners Investment Advisory
New York
|
$5.88M
|
+$299K
|
+10,301
|
+6%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$5.19M
|
-$4.04M
|
-139,347
|
-45%
|
|
|
15
|
Farther Finance Advisors
San Francisco,
California
|
$4.97M
|
-$125K
|
-4,302
|
-3%
|
|
|
16
|
Smith, Moore & Co
Clayton,
Missouri
|
$4.93M
|
+$337K
|
+11,619
|
+8%
|
|
|
17
|
Leo Wealth LLC
Hurst,
Texas
|
$4.57M
|
+$4.41M
|
+151,944
|
New
|
|
|
18
|
Peterson Wealth Advisors
Orem,
Utah
|
$4.43M
|
-$247K
|
-8,498
|
-5%
|
|
|
19
|
Belpointe Asset Management
Reno,
Nevada
|
$4.2M
|
+$4.06M
|
+139,806
|
New
|
|
|
20
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$4.13M
|
-$6.11M
|
-210,508
|
-60%
|
|
|
21
|
Harmony Asset Management
Scottsdale,
Arizona
|
$4.03M
|
-$22.1K
|
-762
|
-0.6%
|
|
|
22
|
Financial Enhancement Group
Anderson,
Indiana
|
$3.7M
|
+$1.06M
|
+36,515
|
+42%
|
|
|
23
|
Meridian Wealth Management
Lexington,
Kentucky
|
$3.58M
|
+$3.23M
|
+111,240
|
+1,413%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.56M
|
+$517K
|
+17,809
|
+18%
|
|
|
25
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.49M
|
-$5.75K
|
-198
|
-0.2%
|
|
