|
1
|
WealthPLAN Partners
Omaha,
Nebraska
|
$293K
|
-$187K
|
-5,137
|
-40%
|
|
|
2
|
Midwest Wealth Management
Indianapolis,
Indiana
|
$207K
|
+$192K
|
+5,271
|
New
|
|
|
3
|
Kestra Advisory Services
Austin,
Texas
|
$154K
|
+$143K
|
+3,917
|
New
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$132K
|
-$13K
|
-356
|
-10%
|
|
|
5
|
|
$124K
|
+$115K
|
+3,146
|
New
|
|
|
6
|
Avantax Advisory Services
Dallas,
Texas
|
$114K
|
+$30.2K
|
+829
|
+40%
|
|
|
7
|
IFP Advisors
Tampa,
Florida
|
$109K
|
+$13.2K
|
+363
|
+15%
|
|
|
8
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$98K
|
-$19.3K
|
-530
|
-18%
|
|
|
9
|
Cantor Fitzgerald Investment Advisors
New York
|
$98K
|
+$90.8K
|
+2,490
|
New
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$73K
|
-$25.6K
|
-702
|
-27%
|
|
|
11
|
Prospera Financial Services
Dallas,
Texas
|
$56K
|
–
|
–
|
–
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$48K
|
+$6.31K
|
+173
|
+16%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$43K
|
+$328
|
+9
|
+0.8%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$43K
|
+$40.1K
|
+1,100
|
New
|
|
|
15
|
Renaissance Technologies
New York
|
$43K
|
+$40.3K
|
+1,105
|
New
|
|
|
16
|
Asset Dedication LLC
San Francisco,
California
|
$36K
|
+$33K
|
+904
|
New
|
|
|
17
|
Geneos Wealth Management
Englewood,
Colorado
|
$27K
|
–
|
–
|
–
|
|
|
18
|
CX Institutional
Auburn,
Indiana
|
$24K
|
+$8.09K
|
+222
|
+58%
|
|
|
19
|
Gemmer Asset Management
Walnut Creek,
California
|
$17K
|
+$3.65K
|
+100
|
+30%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15K
|
–
|
–
|
–
|
|
|
21
|
Meeder Asset Management
Dublin,
Ohio
|
$15K
|
+$14.2K
|
+390
|
New
|
|
|
22
|
Barnett & Company
Chattanooga,
Tennessee
|
$9K
|
–
|
–
|
–
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$9K
|
+$8.17K
|
+224
|
New
|
|
|
24
|
Lake Point Wealth Management
Rockwall,
Texas
|
$7K
|
+$6.53K
|
+179
|
New
|
|
|
25
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$5K
|
–
|
–
|
–
|
|
