|
1
|
AE Wealth Management
Topeka,
Kansas
|
$27.8M
|
+$1.49M
|
+28,508
|
+5%
|
|
|
2
|
Trajan Wealth
Scottsdale,
Arizona
|
$11.3M
|
+$1.39M
|
+26,729
|
+13%
|
|
|
3
|
Ridgeline Wealth
Mesa,
Arizona
|
$2.18M
|
+$2.29M
|
+43,977
|
New
|
|
|
4
|
|
$2.16M
|
+$2.28M
|
+43,686
|
New
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.37M
|
-$993K
|
-19,047
|
-41%
|
|
|
6
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.24M
|
+$572K
|
+10,969
|
+78%
|
|
|
7
|
|
$1.08M
|
-$50.4K
|
-966
|
-4%
|
|
|
8
|
Prudent Man Investment Management
Louisville,
Colorado
|
$1.08M
|
+$1.13M
|
+21,750
|
New
|
|
|
9
|
Quantum Financial Advisors
El Segundo,
California
|
$818K
|
+$55K
|
+1,055
|
+7%
|
|
|
10
|
Applied Capital
Little Rock,
Arkansas
|
$742K
|
-$223K
|
-4,284
|
-22%
|
|
|
11
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$279K
|
-$163K
|
-3,126
|
-36%
|
|
|
12
|
Verus Financial Partners
Richmond,
Virginia
|
$279K
|
–
|
–
|
–
|
|
|
13
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$269K
|
+$283K
|
+5,434
|
New
|
|
|
14
|
Csenge Advisory Group
Clearwater,
Florida
|
$203K
|
+$214K
|
+4,103
|
New
|
|
|
15
|
Plancorp LLC
Saint Louis,
Missouri
|
$202K
|
–
|
–
|
–
|
|
|
16
|
Red Lighthouse Investment Management
New York
|
$38.8K
|
+$40.9K
|
+784
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$33.3K
|
+$35.1K
|
+673
|
New
|
|
|
18
|
JDM Financial Group
Austin,
Texas
|
$16.5K
|
–
|
–
|
–
|
|
|
19
|
McIlrath & Eck
Arlington,
Washington
|
$15.2K
|
-$3.55K
|
-68
|
-18%
|
|
|
20
|
CVA Family Office
Denver,
Colorado
|
$9.91K
|
–
|
–
|
–
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$582K
|
-10,752
|
Closed
|
|
|
22
|
American Century Companies
Kansas City,
Missouri
|
–
|
-$541K
|
-10,000
|
Closed
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
–
|
-$464K
|
-8,571
|
Closed
|
|
|
24
|
Signature Resources Capital Management
Newport Beach,
California
|
–
|
-$26K
|
-480
|
Closed
|
|
|
25
|
Continuum Advisory
Eagle,
Idaho
|
–
|
-$4.2K
|
-83
|
Closed
|
|
