|
1
|
AE Wealth Management
Topeka,
Kansas
|
$16.4M
|
+$16.1M
|
+692,488
|
New
|
|
|
2
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$8.48M
|
-$928K
|
-40,000
|
-10%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.4M
|
+$2.82M
|
+121,454
|
+64%
|
|
|
4
|
Cetera Advisor Networks
El Segundo,
California
|
$4.04M
|
+$1.32M
|
+56,710
|
+50%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.78M
|
+$108K
|
+4,639
|
+4%
|
|
|
6
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$1.25M
|
+$1.23M
|
+52,961
|
New
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.22M
|
+$343K
|
+14,800
|
+40%
|
|
|
8
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$1.05M
|
-$18.2K
|
-784
|
-2%
|
|
|
9
|
Great Lakes Retirement
Sandusky,
Ohio
|
$1.04M
|
+$1.02M
|
+44,004
|
New
|
|
|
10
|
Atria Wealth Solutions
New York
|
$891K
|
-$107K
|
-4,620
|
-11%
|
|
|
11
|
|
$562K
|
+$217K
|
+9,335
|
+65%
|
|
|
12
|
Harbour Investments
Madison,
Wisconsin
|
$317K
|
–
|
–
|
–
|
|
|
13
|
WealthPLAN Partners
Omaha,
Nebraska
|
$289K
|
-$32.3K
|
-1,391
|
-10%
|
|
|
14
|
Retirement Group
San Diego,
California
|
$250K
|
+$80.9K
|
+3,486
|
+69%
|
|
|
15
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$34.4K
|
-$281K
|
-12,119
|
-89%
|
|
|
16
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$21.5K
|
+$21K
|
+906
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$5K
|
-$16.4K
|
-706
|
-77%
|
|
|
18
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$2.63K
|
+$2.55K
|
+110
|
New
|
|
|
19
|
Richard W. Paul & Associates
Novi,
Michigan
|
$521
|
+$510
|
+22
|
New
|
|
|
20
|
Belpointe Asset Management
Reno,
Nevada
|
$426
|
+$418
|
+18
|
New
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
–
|
-$9K
|
-367
|
Closed
|
|
