|
1
|
AE Wealth Management
Topeka,
Kansas
|
$38.2M
|
+$20.4M
|
+841,240
|
+121%
|
|
|
2
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$8.92M
|
–
|
–
|
–
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.99M
|
+$207K
|
+8,562
|
+3%
|
|
|
4
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$5.67M
|
+$5.51M
|
+227,541
|
New
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.8M
|
-$119K
|
-4,922
|
-4%
|
|
|
6
|
Great Lakes Retirement
Sandusky,
Ohio
|
$2.55M
|
+$1.41M
|
+58,211
|
+132%
|
|
|
7
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$2.44M
|
+$1.09M
|
+44,988
|
+85%
|
|
|
8
|
Cetera Advisor Networks
El Segundo,
California
|
$1.58M
|
-$2.6M
|
-107,352
|
-63%
|
|
|
9
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$1.14M
|
+$30.4K
|
+1,256
|
+3%
|
|
|
10
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$826K
|
+$803K
|
+33,158
|
New
|
|
|
11
|
Atria Wealth Solutions
New York
|
$735K
|
-$195K
|
-8,067
|
-21%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$675K
|
-$590K
|
-24,382
|
-47%
|
|
|
13
|
GTS Securities
Miami,
Florida
|
$448K
|
+$435K
|
+17,974
|
New
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$334K
|
–
|
–
|
–
|
|
|
15
|
Retirement Group
San Diego,
California
|
$270K
|
–
|
–
|
–
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$244K
|
+$237K
|
+9,795
|
New
|
|
|
17
|
Live Oak Investment Partners
Austin,
Texas
|
$130K
|
–
|
–
|
–
|
|
|
18
|
WealthPLAN Partners
Omaha,
Nebraska
|
$125K
|
-$173K
|
-7,156
|
-59%
|
|
|
19
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$58.6K
|
+$57K
|
+2,355
|
New
|
|
|
20
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$19.4K
|
-$16.3K
|
-675
|
-46%
|
|
|
21
|
Richard W. Paul & Associates
Novi,
Michigan
|
$374
|
-$169
|
-7
|
-32%
|
|
|
22
|
|
–
|
-$562K
|
-23,713
|
Closed
|
|
|
23
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
–
|
-$21.5K
|
-906
|
Closed
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
–
|
-$5K
|
-211
|
Closed
|
|
|
25
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$2.63K
|
-110
|
Closed
|
|
