|
1
|
Security National Bank
Omaha,
Nebraska
|
$9.92M
|
+$2.25M
|
+96,256
|
+29%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$7.03M
|
+$61.2K
|
+2,620
|
+0.9%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.74M
|
-$428K
|
-18,323
|
-20%
|
|
|
4
|
Harbour Investments
Madison,
Wisconsin
|
$1.67M
|
+$1.68M
|
+71,856
|
New
|
|
|
5
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.17M
|
-$7.91K
|
-339
|
-0.7%
|
|
|
6
|
Rovin Capital
Mesa,
Arizona
|
$1.15M
|
+$3.67K
|
+157
|
+0.3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.13M
|
-$246K
|
-10,551
|
-18%
|
|
|
8
|
RFG Advisory
Birmingham,
Alabama
|
$973K
|
+$288K
|
+12,354
|
+43%
|
|
|
9
|
Summit Asset Management
Memphis,
Tennessee
|
$542K
|
+$545K
|
+23,336
|
New
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$422K
|
+$44.1K
|
+1,891
|
+12%
|
|
|
11
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$401K
|
+$396K
|
+16,968
|
New
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$351K
|
+$352K
|
+15,097
|
New
|
|
|
13
|
James Investment Research
Alpha,
Ohio
|
$349K
|
-$143K
|
-6,122
|
-29%
|
|
|
14
|
Echo Wealth Management
Plymouth,
Minnesota
|
$202K
|
+$200K
|
+8,553
|
New
|
|
|
15
|
Farther Finance Advisors
San Francisco,
California
|
$58K
|
+$58.3K
|
+2,497
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$36.6K
|
+$30.2K
|
+1,293
|
+455%
|
|
|
17
|
Destiny Wealth Partners
Tavares,
Florida
|
$19.5K
|
–
|
–
|
–
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$325
|
+$327
|
+14
|
New
|
|
|
19
|
|
–
|
-$599K
|
-25,916
|
Closed
|
|
|
20
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
–
|
-$202K
|
-8,735
|
Closed
|
|
|
21
|
Creative Financial Designs
Kokomo,
Indiana
|
–
|
-$28K
|
-1,195
|
Closed
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$5K
|
-202
|
Closed
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$1K
|
-34
|
Closed
|
|
