|
1
|
WealthPLAN Partners
Omaha,
Nebraska
|
$8.19M
|
-$857K
|
-19,283
|
-9%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.99M
|
-$81K
|
-1,822
|
-1%
|
|
|
3
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$5.89M
|
+$5.87M
|
+132,091
|
New
|
|
|
4
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$4.92M
|
-$2.59M
|
-58,190
|
-35%
|
|
|
5
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$4.45M
|
+$229K
|
+5,152
|
+5%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.83M
|
+$1.61M
|
+36,318
|
+73%
|
|
|
7
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$3.83M
|
+$1.61M
|
+36,318
|
+73%
|
|
|
8
|
Paulson Wealth Management
Wheaton,
Illinois
|
$3.48M
|
-$8.49K
|
-191
|
-0.2%
|
|
|
9
|
|
$3.22M
|
+$3M
|
+67,453
|
+1,411%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.65M
|
-$48.8K
|
-1,098
|
-2%
|
|
|
11
|
|
$2.32M
|
+$62.6K
|
+1,409
|
+3%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.27M
|
+$103K
|
+2,329
|
+5%
|
|
|
13
|
BCS Wealth Management
Johnson City,
Tennessee
|
$1.73M
|
+$382K
|
+8,590
|
+28%
|
|
|
14
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.13M
|
+$445K
|
+10,025
|
+65%
|
|
|
15
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$965K
|
+$525K
|
+11,827
|
+120%
|
|
|
16
|
Arrowroot Family Office
Marina Del Rey,
California
|
$786K
|
-$4.71K
|
-106
|
-0.6%
|
|
|
17
|
Landmark Wealth Management (New York)
Melville,
New York
|
$722K
|
+$12.8K
|
+287
|
+2%
|
|
|
18
|
SFG Wealth Management
Towson,
Maryland
|
$626K
|
+$624K
|
+14,042
|
New
|
|
|
19
|
Avantax Advisory Services
Dallas,
Texas
|
$621K
|
+$70.3K
|
+1,582
|
+13%
|
|
|
20
|
Signify Wealth
Saint Louis,
Missouri
|
$616K
|
-$13.4K
|
-301
|
-2%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$458K
|
+$31.9K
|
+717
|
+7%
|
|
|
22
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$434K
|
+$37.9K
|
+854
|
+10%
|
|
|
23
|
CreativeOne Wealth
Overland Park,
Kansas
|
$324K
|
+$119K
|
+2,674
|
+58%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$217K
|
+$3.38K
|
+76
|
+2%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$215K
|
+$215K
|
+4,829
|
New
|
|
