|
1
|
AE Wealth Management
Topeka,
Kansas
|
$32.7M
|
+$5.77M
|
+111,240
|
+24%
|
|
|
2
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$22.7M
|
+$20.8M
|
+401,189
|
New
|
|
|
3
|
Trajan Wealth
Scottsdale,
Arizona
|
$12.9M
|
-$284K
|
-5,479
|
-2%
|
|
|
4
|
Mercer Global Advisors
Denver,
Colorado
|
$11.5M
|
+$10.5M
|
+202,419
|
New
|
|
|
5
|
Avior Wealth Management
Omaha,
Nebraska
|
$5.91M
|
+$3.15M
|
+60,835
|
+140%
|
|
|
6
|
|
$5.13M
|
+$4.7M
|
+90,640
|
New
|
|
|
7
|
Vestment Financial
Chanhassen,
Minnesota
|
$5.08M
|
+$4.63M
|
+89,243
|
New
|
|
|
8
|
Flow Traders U.S.
New York
|
$5.07M
|
+$4.64M
|
+89,511
|
New
|
|
|
9
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$4.2M
|
-$40.6K
|
-784
|
-0.9%
|
|
|
10
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$4.04M
|
-$16.5K
|
-318
|
-0.4%
|
|
|
11
|
Ridgeline Wealth
Mesa,
Arizona
|
$3.05M
|
+$429K
|
+8,268
|
+18%
|
|
|
12
|
|
$3M
|
+$419K
|
+8,086
|
+18%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$2.25M
|
+$630K
|
+12,159
|
+75%
|
|
|
14
|
Fortitude Family Office
Scottsdale,
Arizona
|
$1.87M
|
+$1.71M
|
+32,975
|
New
|
|
|
15
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.45M
|
+$440K
|
+8,483
|
+50%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$1.39M
|
-$451K
|
-8,711
|
-26%
|
|
|
17
|
Prudent Man Investment Management
Louisville,
Colorado
|
$1.08M
|
–
|
–
|
–
|
|
|
18
|
Quantum Financial Advisors
El Segundo,
California
|
$934K
|
–
|
–
|
–
|
|
|
19
|
Applied Capital
Little Rock,
Arkansas
|
$628K
|
-$56.2K
|
-1,084
|
-9%
|
|
|
20
|
Schubert & Co
Mckinney,
Texas
|
$455K
|
+$94.2K
|
+1,817
|
+29%
|
|
|
21
|
BSW Wealth Partners
Boulder,
Colorado
|
$372K
|
+$36.4K
|
+702
|
+12%
|
|
|
22
|
Tyche Wealth Partners
Plano,
Texas
|
$357K
|
+$327K
|
+6,314
|
New
|
|
|
23
|
Apella Capital
West Hartford,
Connecticut
|
$329K
|
–
|
–
|
–
|
|
|
24
|
Verus Financial Partners
Richmond,
Virginia
|
$322K
|
–
|
–
|
–
|
|
|
25
|
Mach-1 Financial Group
Rogers,
Arkansas
|
$317K
|
+$290K
|
+5,598
|
New
|
|
