|
1
|
Security National Bank
Omaha,
Nebraska
|
$3.69M
|
-$6.4M
|
-270,579
|
-63%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$2.97M
|
-$4.17M
|
-176,270
|
-58%
|
|
|
3
|
Harbour Investments
Madison,
Wisconsin
|
$1.76M
|
+$69.2K
|
+2,929
|
+4%
|
|
|
4
|
Atria Investments
Charlotte,
North Carolina
|
$1.63M
|
+$1.63M
|
+69,028
|
New
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.42M
|
-$347K
|
-14,697
|
-20%
|
|
|
6
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.2M
|
+$8.18K
|
+346
|
+0.7%
|
|
|
7
|
RFG Advisory
Birmingham,
Alabama
|
$972K
|
+$10K
|
+423
|
+1%
|
|
|
8
|
Rovin Capital
Mesa,
Arizona
|
$946K
|
-$218K
|
-9,222
|
-19%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$733K
|
-$412K
|
-17,413
|
-36%
|
|
|
10
|
Summit Asset Management
Memphis,
Tennessee
|
$461K
|
-$89.1K
|
-3,769
|
-16%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$429K
|
+$591
|
+25
|
+0.1%
|
|
|
12
|
James Investment Research
Alpha,
Ohio
|
$376K
|
+$22K
|
+930
|
+6%
|
|
|
13
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$288K
|
+$288K
|
+12,200
|
New
|
|
|
14
|
DFPG Investments
Sandy,
Utah
|
$288K
|
+$288K
|
+12,198
|
New
|
|
|
15
|
|
$269K
|
+$270K
|
+11,419
|
New
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$255K
|
-$101K
|
-4,258
|
-28%
|
|
|
17
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$246K
|
+$247K
|
+10,430
|
New
|
|
|
18
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$211K
|
+$211K
|
+8,940
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$89.7K
|
+$52.7K
|
+2,229
|
+141%
|
|
|
20
|
WealthPLAN Partners
Omaha,
Nebraska
|
$46.9K
|
+$47K
|
+1,989
|
New
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$1.93K
|
+$1.94K
|
+82
|
New
|
|
|
22
|
Belpointe Asset Management
Reno,
Nevada
|
$778
|
+$780
|
+33
|
New
|
|
|
23
|
Echo Wealth Management
Plymouth,
Minnesota
|
–
|
-$202K
|
-8,553
|
Closed
|
|
|
24
|
Farther Finance Advisors
San Francisco,
California
|
–
|
-$59K
|
-2,497
|
Closed
|
|
|
25
|
Destiny Wealth Partners
Tavares,
Florida
|
–
|
-$19.5K
|
-840
|
Closed
|
|
