|
1
|
AE Wealth Management
Topeka,
Kansas
|
$40.1M
|
+$5.25M
|
+90,801
|
+16%
|
|
|
2
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$24.3M
|
+$280K
|
+4,839
|
+1%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$19.4M
|
+$7M
|
+121,195
|
+60%
|
|
|
4
|
Vestment Financial
Chanhassen,
Minnesota
|
$13.1M
|
+$7.41M
|
+128,304
|
+144%
|
|
|
5
|
Trajan Wealth
Scottsdale,
Arizona
|
$13.1M
|
-$571K
|
-9,892
|
-4%
|
|
|
6
|
Pacific Sage Partners
Edmonds,
Washington
|
$8.84M
|
+$8.52M
|
+147,502
|
New
|
|
|
7
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$5.77M
|
+$1.43M
|
+24,770
|
+35%
|
|
|
8
|
Avior Wealth Management
Omaha,
Nebraska
|
$5.29M
|
-$931K
|
-16,124
|
-15%
|
|
|
9
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$4.91M
|
-$255K
|
-4,410
|
-5%
|
|
|
10
|
Ridgeline Wealth
Mesa,
Arizona
|
$3.49M
|
+$254K
|
+4,389
|
+8%
|
|
|
11
|
|
$2.67M
|
-$488K
|
-8,450
|
-16%
|
|
|
12
|
Fortitude Family Office
Scottsdale,
Arizona
|
$1.96M
|
-$13.5K
|
-233
|
-0.7%
|
|
|
13
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.52M
|
-$14.8K
|
-257
|
-1%
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
$1.4M
|
+$1.35M
|
+23,301
|
New
|
|
|
15
|
Prudent Man Investment Management
Louisville,
Colorado
|
$1.08M
|
–
|
–
|
–
|
|
|
16
|
Quantum Financial Advisors
El Segundo,
California
|
$989K
|
–
|
–
|
–
|
|
|
17
|
Schubert & Co
Mckinney,
Texas
|
$746K
|
+$255K
|
+4,417
|
+55%
|
|
|
18
|
Applied Capital
Little Rock,
Arkansas
|
$614K
|
-$48.3K
|
-836
|
-8%
|
|
|
19
|
Tyche Wealth Partners
Plano,
Texas
|
$567K
|
+$182K
|
+3,143
|
+50%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$495K
|
-$938K
|
-16,242
|
-66%
|
|
|
21
|
BSW Wealth Partners
Boulder,
Colorado
|
$394K
|
–
|
–
|
–
|
|
|
22
|
Apella Capital
West Hartford,
Connecticut
|
$358K
|
–
|
–
|
–
|
|
|
23
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$354K
|
+$54.7K
|
+947
|
+19%
|
|
|
24
|
Verus Financial Partners
Richmond,
Virginia
|
$339K
|
–
|
–
|
–
|
|
|
25
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$312K
|
-$5.55K
|
-96
|
-2%
|
|
