|
1
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$12.7M
|
+$12.8M
|
+288,213
|
New
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.42M
|
+$2.68M
|
+60,415
|
+53%
|
|
|
3
|
|
$6.84M
|
+$7.13M
|
+160,696
|
New
|
|
|
4
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$5.66M
|
+$742K
|
+16,730
|
+14%
|
|
|
5
|
Paulson Wealth Management
Wheaton,
Illinois
|
$3.13M
|
+$571K
|
+12,875
|
+21%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.98M
|
-$86.2K
|
-1,945
|
-4%
|
|
|
7
|
|
$1.64M
|
+$1.7M
|
+38,410
|
New
|
|
|
8
|
Condor Capital Management
Martinsville,
New Jersey
|
$1.38M
|
+$1.44M
|
+32,429
|
New
|
|
|
9
|
Flow Traders U.S.
New York
|
$1.31M
|
+$1.13M
|
+25,578
|
+496%
|
|
|
10
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$1.28M
|
+$1.33M
|
+30,000
|
New
|
|
|
11
|
Avantax Advisory Services
Dallas,
Texas
|
$666K
|
+$62K
|
+1,398
|
+10%
|
|
|
12
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$516K
|
+$194K
|
+4,373
|
+56%
|
|
|
13
|
Landmark Wealth Management (New York)
Melville,
New York
|
$511K
|
+$115K
|
+2,602
|
+28%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$424K
|
+$365K
|
+8,234
|
+481%
|
|
|
15
|
Tortoise Investment Management
White Plains,
New York
|
$419K
|
-$85.6K
|
-1,930
|
-16%
|
|
|
16
|
Signify Wealth
Saint Louis,
Missouri
|
$401K
|
+$171K
|
+3,865
|
+69%
|
|
|
17
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$313K
|
+$38.8K
|
+875
|
+14%
|
|
|
18
|
MBL Wealth
Charlotte,
North Carolina
|
$229K
|
-$2.2M
|
-49,715
|
-90%
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$84K
|
+$25.9K
|
+583
|
+55%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$27K
|
+$16.8K
|
+378
|
+147%
|
|
|
21
|
Allianz Asset Management
Munich,
Germany
|
$2K
|
+$488
|
+11
|
+41%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$466K
|
-10,563
|
Closed
|
|
|
23
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$312K
|
-7,071
|
Closed
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$295K
|
-6,675
|
Closed
|
|
