|
1
|
AE Wealth Management
Topeka,
Kansas
|
$22.7M
|
-$4.66M
|
-93,805
|
-17%
|
|
|
2
|
Trajan Wealth
Scottsdale,
Arizona
|
$11.4M
|
+$256K
|
+5,159
|
+2%
|
|
|
3
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$4.24M
|
+$4.33M
|
+87,184
|
New
|
|
|
4
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.49M
|
+$3.56M
|
+71,756
|
New
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$3.22M
|
+$3.29M
|
+66,206
|
New
|
|
|
6
|
Ridgeline Wealth
Mesa,
Arizona
|
$2.22M
|
+$80.3K
|
+1,617
|
+4%
|
|
|
7
|
|
$2.18M
|
+$59.5K
|
+1,199
|
+3%
|
|
|
8
|
Avior Wealth Management
Omaha,
Nebraska
|
$2.12M
|
+$2.16M
|
+43,509
|
New
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$1.62M
|
+$1.65M
|
+33,211
|
New
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$1.13M
|
+$803K
|
+16,162
|
New
|
|
|
11
|
Prudent Man Investment Management
Louisville,
Colorado
|
$1.08M
|
–
|
–
|
–
|
|
|
12
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$831K
|
-$395K
|
-7,949
|
-32%
|
|
|
13
|
Quantum Financial Advisors
El Segundo,
California
|
$803K
|
–
|
–
|
–
|
|
|
14
|
CreativeOne Wealth
Overland Park,
Kansas
|
$594K
|
+$606K
|
+12,212
|
New
|
|
|
15
|
Applied Capital
Little Rock,
Arkansas
|
$592K
|
-$140K
|
-2,811
|
-19%
|
|
|
16
|
Schubert & Co
Mckinney,
Texas
|
$302K
|
+$309K
|
+6,218
|
New
|
|
|
17
|
BSW Wealth Partners
Boulder,
Colorado
|
$286K
|
+$292K
|
+5,876
|
New
|
|
|
18
|
Avantax Planning Partners
Dubuque,
Iowa
|
$273K
|
+$279K
|
+5,618
|
New
|
|
|
19
|
Apella Capital
West Hartford,
Connecticut
|
$272K
|
+$290K
|
+5,833
|
New
|
|
|
20
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$272K
|
+$7.6K
|
+153
|
+3%
|
|
|
21
|
Verus Financial Partners
Richmond,
Virginia
|
$270K
|
–
|
–
|
–
|
|
|
22
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$237K
|
-$37.4K
|
-754
|
-13%
|
|
|
23
|
Csenge Advisory Group
Clearwater,
Florida
|
$205K
|
+$8.64K
|
+174
|
+4%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$135K
|
+$104K
|
+2,094
|
+311%
|
|
|
25
|
Park Square Financial Group
Roswell,
Georgia
|
$44K
|
+$44.9K
|
+904
|
New
|
|
