|
1
|
WealthPLAN Partners
Omaha,
Nebraska
|
$11.4M
|
+$248K
|
+5,685
|
+2%
|
|
|
2
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$9.03M
|
+$232K
|
+5,310
|
+3%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.55M
|
-$167K
|
-3,829
|
-2%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.45M
|
+$2.09M
|
+47,849
|
+95%
|
|
|
5
|
Bridgewealth Advisory Group
Fresno,
California
|
$4.45M
|
+$4.27M
|
+97,935
|
New
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.44M
|
-$1.64M
|
-37,500
|
-28%
|
|
|
7
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$4.31M
|
-$353K
|
-8,090
|
-8%
|
|
|
8
|
Paulson Wealth Management
Wheaton,
Illinois
|
$3.77M
|
+$344K
|
+7,894
|
+11%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$3.36M
|
+$561K
|
+12,854
|
+21%
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$3.33M
|
+$1.85M
|
+42,503
|
+138%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.53M
|
+$346K
|
+7,931
|
+17%
|
|
|
12
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.53M
|
+$346K
|
+7,931
|
+17%
|
|
|
13
|
BCS Wealth Management
Johnson City,
Tennessee
|
$2.42M
|
+$363K
|
+8,319
|
+18%
|
|
|
14
|
|
$2.31M
|
+$228K
|
+5,225
|
+11%
|
|
|
15
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.82M
|
+$303K
|
+6,941
|
+21%
|
|
|
16
|
SFG Wealth Management
Towson,
Maryland
|
$1.5M
|
+$826K
|
+18,946
|
+135%
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.45M
|
+$599K
|
+13,740
|
+75%
|
|
|
18
|
Arrowroot Family Office
Marina Del Rey,
California
|
$1.39M
|
+$6.41K
|
+147
|
+0.5%
|
|
|
19
|
Equitable Holdings
New York
|
$1.14M
|
+$1.1M
|
+25,131
|
New
|
|
|
20
|
Advisor Resource Council
Dallas,
Texas
|
$1.09M
|
+$700K
|
+16,039
|
+202%
|
|
|
21
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$1.07M
|
-$192K
|
-4,400
|
-16%
|
|
|
22
|
Avantax Advisory Services
Dallas,
Texas
|
$904K
|
+$107K
|
+2,445
|
+14%
|
|
|
23
|
Landmark Wealth Management (New York)
Melville,
New York
|
$899K
|
+$143K
|
+3,279
|
+20%
|
|
|
24
|
PAX Financial Group
San Antonio,
Texas
|
$857K
|
+$613K
|
+14,064
|
+292%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$780K
|
+$749K
|
+17,167
|
New
|
|
