|
1
|
Simplify Asset Management
Las Vegas,
Nevada
|
$77M
|
-$30.4M
|
-1,475,000
|
-28%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.5M
|
-$6.46M
|
-313,721
|
-25%
|
|
|
3
|
Stadion Money Management
Watkinsville,
Georgia
|
$13M
|
-$642K
|
-31,188
|
-5%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$10.1M
|
+$5.94M
|
+288,615
|
+144%
|
|
|
5
|
Great Diamond Partners
Portland,
Maine
|
$9.55M
|
+$832K
|
+40,410
|
+10%
|
|
|
6
|
Park Edge Advisors
Cleveland,
Ohio
|
$7.51M
|
+$3.64M
|
+176,981
|
+95%
|
|
|
7
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$6.51M
|
+$6.47M
|
+314,179
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$6.5M
|
-$3.78M
|
-183,703
|
-37%
|
|
|
9
|
Financial Enhancement Group
Anderson,
Indiana
|
$6.3M
|
+$508K
|
+24,704
|
+9%
|
|
|
10
|
J. Hagan Capital
Louisville,
Kentucky
|
$5.57M
|
-$114K
|
-5,558
|
-2%
|
|
|
11
|
Elevated Capital Advisors
Sandy,
Utah
|
$3.95M
|
+$3.92M
|
+190,678
|
New
|
|
|
12
|
POM Investment Strategies
Raleigh,
North Carolina
|
$3.64M
|
+$3.62M
|
+175,630
|
New
|
|
|
13
|
Principal Securities
Des Moines,
Iowa
|
$2.96M
|
+$622K
|
+30,209
|
+27%
|
|
|
14
|
Encompass More Asset Management
Danville,
California
|
$2.78M
|
+$2.76M
|
+134,272
|
New
|
|
|
15
|
IFS Group
York,
Pennsylvania
|
$2.75M
|
+$2.73M
|
+132,825
|
New
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.68M
|
-$1.33M
|
-64,786
|
-33%
|
|
|
17
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$2.37M
|
+$970K
|
+47,113
|
+70%
|
|
|
18
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.07M
|
+$997K
|
+48,448
|
+94%
|
|
|
19
|
|
$1.7M
|
+$1.69M
|
+81,934
|
New
|
|
|
20
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$1.5M
|
+$1.49M
|
+72,442
|
New
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.5M
|
+$1.49M
|
+72,341
|
New
|
|
|
22
|
NWAM LLC
Mercer Island,
Washington
|
$1.45M
|
-$52.7K
|
-2,558
|
-4%
|
|
|
23
|
IEQ Capital
Foster City,
California
|
$1.44M
|
+$1.43M
|
+69,603
|
New
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.41M
|
+$1.4M
|
+68,149
|
New
|
|
|
25
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.33M
|
+$26.3K
|
+1,276
|
+2%
|
|
