|
1
|
Bank of America
Charlotte,
North Carolina
|
$54.7M
|
+$1.25M
|
+27,099
|
+2%
|
|
|
2
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$11.4M
|
+$862K
|
+18,748
|
+8%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$9.33M
|
+$25.6K
|
+556
|
+0.3%
|
|
|
4
|
American Financial & Tax Strategies
New York
|
$6.83M
|
-$22.9K
|
-499
|
-0.3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$5.95M
|
+$584K
|
+12,693
|
+11%
|
|
|
6
|
|
$4.57M
|
+$517K
|
+11,246
|
+13%
|
|
|
7
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$2.72M
|
-$28.1K
|
-612
|
-1%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.51M
|
-$27.9K
|
-607
|
-1%
|
|
|
9
|
|
$1.86M
|
+$1.12M
|
+24,297
|
+149%
|
|
|
10
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.86M
|
–
|
–
|
–
|
|
|
11
|
Atria Investments
Charlotte,
North Carolina
|
$1.84M
|
-$617K
|
-13,424
|
-25%
|
|
|
12
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.71M
|
–
|
–
|
–
|
|
|
13
|
|
$1.7M
|
+$493K
|
+10,734
|
+41%
|
|
|
14
|
Millington Financial Advisors
Naperville,
Illinois
|
$1.67M
|
+$152K
|
+3,299
|
+10%
|
|
|
15
|
Barnes Wealth Management Group
Bakersfield,
California
|
$1.55M
|
+$17.8K
|
+387
|
+1%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$1.43M
|
-$2.03M
|
-44,264
|
-59%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.28M
|
+$14K
|
+305
|
+1%
|
|
|
18
|
|
$1.22M
|
–
|
–
|
–
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.16M
|
+$253K
|
+5,510
|
+28%
|
|
|
20
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$1.03M
|
+$43.9K
|
+955
|
+4%
|
|
|
21
|
Vericrest Private Wealth
Newtown,
Pennsylvania
|
$1.01M
|
+$169K
|
+3,685
|
+20%
|
|
|
22
|
WealthPLAN Partners
Omaha,
Nebraska
|
$988K
|
+$367K
|
+7,976
|
+59%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$955K
|
-$992K
|
-21,586
|
-51%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$799K
|
+$61.6K
|
+1,339
|
+8%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$767K
|
-$647K
|
-14,083
|
-46%
|
|
