|
1
|
WealthPLAN Partners
Omaha,
Nebraska
|
$9.02M
|
-$6.8M
|
-153,395
|
-43%
|
|
|
2
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$7.49M
|
-$8.32M
|
-187,478
|
-53%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.05M
|
-$92.3K
|
-2,082
|
-1%
|
|
|
4
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$4.21M
|
-$321K
|
-7,228
|
-7%
|
|
|
5
|
Paulson Wealth Management
Wheaton,
Illinois
|
$3.47M
|
+$167K
|
+3,761
|
+5%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$2.69M
|
+$174K
|
+3,915
|
+7%
|
|
|
7
|
|
$2.26M
|
+$120K
|
+2,711
|
+6%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.21M
|
+$226K
|
+5,094
|
+11%
|
|
|
9
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.21M
|
+$1.6M
|
+36,006
|
+263%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.16M
|
+$1.23M
|
+27,836
|
+134%
|
|
|
11
|
BCS Wealth Management
Johnson City,
Tennessee
|
$1.35M
|
+$150K
|
+3,378
|
+13%
|
|
|
12
|
Arrowroot Family Office
Marina Del Rey,
California
|
$788K
|
+$787K
|
+17,741
|
New
|
|
|
13
|
Landmark Wealth Management (New York)
Melville,
New York
|
$707K
|
+$85.9K
|
+1,936
|
+14%
|
|
|
14
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$683K
|
+$298K
|
+6,727
|
+78%
|
|
|
15
|
Signify Wealth
Saint Louis,
Missouri
|
$628K
|
+$105K
|
+2,367
|
+20%
|
|
|
16
|
Avantax Advisory Services
Dallas,
Texas
|
$549K
|
-$36.5K
|
-823
|
-6%
|
|
|
17
|
Flow Traders U.S.
New York
|
$505K
|
+$504K
|
+11,354
|
New
|
|
|
18
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$436K
|
+$436K
|
+9,822
|
New
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$424K
|
+$89.4K
|
+2,016
|
+27%
|
|
|
20
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$395K
|
+$24.7K
|
+557
|
+7%
|
|
|
21
|
Tortoise Investment Management
White Plains,
New York
|
$274K
|
-$223K
|
-5,020
|
-45%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$213K
|
-$2.93K
|
-66
|
-1%
|
|
|
23
|
|
$212K
|
+$212K
|
+4,779
|
New
|
|
|
24
|
CreativeOne Wealth
Overland Park,
Kansas
|
$204K
|
+$204K
|
+4,595
|
New
|
|
|
25
|
|
$68K
|
+$68.3K
|
+1,541
|
New
|
|
