|
1
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$15.9M
|
+$2.92M
|
+67,841
|
+24%
|
|
|
2
|
WealthPLAN Partners
Omaha,
Nebraska
|
$15.9M
|
+$15.3M
|
+356,402
|
New
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.99M
|
-$592K
|
-13,748
|
-8%
|
|
|
4
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$4.43M
|
-$1.34M
|
-31,018
|
-23%
|
|
|
5
|
Paulson Wealth Management
Wheaton,
Illinois
|
$3.24M
|
+$38.2K
|
+887
|
+1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$2.46M
|
+$2.44M
|
+56,562
|
New
|
|
|
7
|
|
$2.1M
|
+$415K
|
+9,625
|
+25%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.94M
|
-$81.5K
|
-1,892
|
-4%
|
|
|
9
|
BCS Wealth Management
Johnson City,
Tennessee
|
$1.17M
|
+$1.16M
|
+26,899
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$904K
|
+$465K
|
+10,800
|
+109%
|
|
|
11
|
Landmark Wealth Management (New York)
Melville,
New York
|
$608K
|
+$84.6K
|
+1,965
|
+16%
|
|
|
12
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$597K
|
+$68.4K
|
+1,589
|
+13%
|
|
|
13
|
Avantax Advisory Services
Dallas,
Texas
|
$574K
|
-$106K
|
-2,467
|
-16%
|
|
|
14
|
Signify Wealth
Saint Louis,
Missouri
|
$512K
|
+$101K
|
+2,337
|
+25%
|
|
|
15
|
Tortoise Investment Management
White Plains,
New York
|
$487K
|
+$58.8K
|
+1,365
|
+14%
|
|
|
16
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$376K
|
+$55.3K
|
+1,285
|
+17%
|
|
|
17
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$363K
|
+$359K
|
+8,328
|
New
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$335K
|
+$332K
|
+7,701
|
New
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$328K
|
+$325K
|
+7,545
|
New
|
|
|
20
|
Condor Capital Management
Martinsville,
New Jersey
|
$270K
|
-$1.13M
|
-26,220
|
-81%
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$211K
|
+$209K
|
+4,856
|
New
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$149K
|
+$59.2K
|
+1,374
|
+84%
|
|
|
23
|
Allianz Asset Management
Munich,
Germany
|
$2K
|
+$345
|
+8
|
+21%
|
|
|
24
|
|
–
|
-$6.84M
|
-160,696
|
Closed
|
|
|
25
|
Flow Traders U.S.
New York
|
–
|
-$1.31M
|
-30,738
|
Closed
|
|
