|
1
|
WealthPLAN Partners
Omaha,
Nebraska
|
$26.7M
|
+$2.98M
|
+110,999
|
+13%
|
|
|
2
|
Berkshire Money Management
Dalton,
Massachusetts
|
$11.6M
|
+$11.3M
|
+419,801
|
New
|
|
|
3
|
AllianceBernstein
Nashville,
Tennessee
|
$10.7M
|
+$10.4M
|
+387,449
|
New
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.95M
|
+$6.51M
|
+242,423
|
+521%
|
|
|
5
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7M
|
+$4.02M
|
+149,598
|
+143%
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$5.78M
|
+$4.32M
|
+160,596
|
+326%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.67M
|
+$638K
|
+23,745
|
+16%
|
|
|
8
|
Penserra Capital Management
Orinda,
California
|
$4.47M
|
+$1.41M
|
+52,440
|
+48%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$4.46M
|
+$1.4M
|
+52,145
|
+47%
|
|
|
10
|
World Investment Advisors
Santa Barbara,
California
|
$2.31M
|
-$117K
|
-4,357
|
-5%
|
|
|
11
|
Southland Equity Partners
Wildwood,
Missouri
|
$2.3M
|
+$2.24M
|
+83,429
|
New
|
|
|
12
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.18M
|
+$1.4M
|
+52,122
|
+192%
|
|
|
13
|
Bellwether Advisors
Lincoln,
Nebraska
|
$2.1M
|
+$629K
|
+23,408
|
+44%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.96M
|
+$692K
|
+25,759
|
+57%
|
|
|
15
|
DFPG Investments
Sandy,
Utah
|
$1.54M
|
-$120K
|
-4,475
|
-7%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$1.53M
|
+$553K
|
+20,561
|
+59%
|
|
|
17
|
SlateStone Wealth
Jupiter,
Florida
|
$1.18M
|
-$686K
|
-25,522
|
-37%
|
|
|
18
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$1.06M
|
+$1.02M
|
+38,015
|
New
|
|
|
19
|
Soltis Investment Advisors
St. George,
Utah
|
$1.04M
|
-$3.73M
|
-138,642
|
-79%
|
|
|
20
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$1.01M
|
+$969K
|
+36,055
|
New
|
|
|
21
|
Gill Capital Partners
Denver,
Colorado
|
$978K
|
+$596K
|
+22,164
|
+166%
|
|
|
22
|
Better Money Decisions
Santa Fe,
New Mexico
|
$972K
|
+$949K
|
+35,331
|
New
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$936K
|
–
|
–
|
–
|
|
|
24
|
Valmark Advisers
Akron,
Ohio
|
$846K
|
+$826K
|
+30,745
|
New
|
|
|
25
|
Beck Capital Management
Austin,
Texas
|
$832K
|
–
|
–
|
–
|
|
