|
1
|
AE Wealth Management
Topeka,
Kansas
|
$8.41M
|
+$8.16M
|
+243,015
|
New
|
|
|
2
|
Weaver Consulting Group
Huntington Beach,
California
|
$3.68M
|
–
|
–
|
–
|
|
|
3
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$1.65M
|
+$1.6M
|
+47,772
|
New
|
|
|
4
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$850K
|
+$825K
|
+24,570
|
New
|
|
|
5
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$460K
|
+$446K
|
+13,296
|
New
|
|
|
6
|
Elevated Capital Advisors
Sandy,
Utah
|
$353K
|
+$343K
|
+10,210
|
New
|
|
|
7
|
Great Lakes Retirement
Sandusky,
Ohio
|
$350K
|
+$340K
|
+10,126
|
New
|
|
|
8
|
SMART Wealth
Omaha,
Nebraska
|
$261K
|
+$253K
|
+7,535
|
New
|
|
|
9
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$251K
|
+$244K
|
+7,259
|
New
|
|
|
10
|
Harbour Investments
Madison,
Wisconsin
|
$86.5K
|
–
|
–
|
–
|
|
|
11
|
Spire Wealth Management
Mclean,
Virginia
|
$64.9K
|
–
|
–
|
–
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$43.3K
|
–
|
–
|
–
|
|
|
13
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$14.2K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$10.5K
|
+$10.2K
|
+304
|
New
|
|
|
15
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$7.16K
|
–
|
–
|
–
|
|
|
16
|
Pineridge Advisors
St. Charles,
Missouri
|
$6.13K
|
+$5.94K
|
+177
|
New
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.07K
|
+$1.04K
|
+31
|
New
|
|
|
18
|
Richard W. Paul & Associates
Novi,
Michigan
|
$796
|
+$772
|
+23
|
New
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$415
|
+$403
|
+12
|
New
|
|
|
20
|
Access Financial Services
Minneapolis,
Minnesota
|
–
|
-$22M
|
-663,441
|
Closed
|
|
|
21
|
Insight 2811 Inc
Chicago,
Illinois
|
–
|
-$218K
|
-6,567
|
Closed
|
|
