|
1
|
WealthPLAN Partners
Omaha,
Nebraska
|
$26.9M
|
-$559K
|
-19,905
|
-2%
|
|
|
2
|
Berkshire Money Management
Dalton,
Massachusetts
|
$12.4M
|
+$489K
|
+17,425
|
+4%
|
|
|
3
|
AllianceBernstein
Nashville,
Tennessee
|
$11M
|
-$11.6K
|
-414
|
-0.1%
|
|
|
4
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$9.74M
|
+$2.49M
|
+88,804
|
+35%
|
|
|
5
|
Avalon Capital Management
Port Of Redwood City,
California
|
$9.34M
|
+$9.24M
|
+329,045
|
New
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.97M
|
-$3.2M
|
-113,973
|
-39%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.81M
|
-$10.5K
|
-375
|
-0.2%
|
|
|
8
|
Penserra Capital Management
Orinda,
California
|
$4.5M
|
-$110K
|
-3,931
|
-2%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$4.35M
|
-$243K
|
-8,646
|
-5%
|
|
|
10
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$3.33M
|
+$3.29M
|
+117,341
|
New
|
|
|
11
|
Bellwether Advisors
Lincoln,
Nebraska
|
$3.27M
|
+$1.09M
|
+38,949
|
+51%
|
|
|
12
|
Southland Equity Partners
Wildwood,
Missouri
|
$2.8M
|
+$424K
|
+15,087
|
+18%
|
|
|
13
|
World Investment Advisors
Santa Barbara,
California
|
$2.49M
|
+$136K
|
+4,832
|
+6%
|
|
|
14
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.24M
|
-$10.9K
|
-390
|
-0.5%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2M
|
-$16.8K
|
-600
|
-0.8%
|
|
|
16
|
DFPG Investments
Sandy,
Utah
|
$1.58M
|
–
|
–
|
–
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$1.58M
|
–
|
–
|
–
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
$1.31M
|
-$4.6M
|
-163,799
|
-78%
|
|
|
19
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$1.1M
|
+$9.6K
|
+342
|
+0.9%
|
|
|
20
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$1.02M
|
–
|
–
|
–
|
|
|
21
|
Gill Capital Partners
Denver,
Colorado
|
$1.01M
|
–
|
–
|
–
|
|
|
22
|
Better Money Decisions
Santa Fe,
New Mexico
|
$1M
|
–
|
–
|
–
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$965K
|
–
|
–
|
–
|
|
|
24
|
Valmark Advisers
Akron,
Ohio
|
$873K
|
–
|
–
|
–
|
|
|
25
|
Beck Capital Management
Austin,
Texas
|
$815K
|
-$42.1K
|
-1,500
|
-5%
|
|
