|
1
|
Simplify Asset Management
Las Vegas,
Nevada
|
$79.2M
|
+$900K
|
+36,419
|
+1%
|
|
|
2
|
Park Edge Advisors
Cleveland,
Ohio
|
$10.4M
|
+$544K
|
+22,019
|
+6%
|
|
|
3
|
Peak Financial Advisors
Denver,
Colorado
|
$6.18M
|
+$6.2M
|
+250,994
|
New
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$5.41M
|
+$796K
|
+32,199
|
+17%
|
|
|
5
|
Encompass More Asset Management
Danville,
California
|
$4.21M
|
+$377K
|
+15,234
|
+10%
|
|
|
6
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$1.73M
|
+$1.74M
|
+70,381
|
New
|
|
|
7
|
Ferguson Shapiro
Decatur,
Georgia
|
$1.1M
|
+$1.11M
|
+44,711
|
New
|
|
|
8
|
NWAM LLC
Mercer Island,
Washington
|
$578K
|
-$7.61K
|
-308
|
-1%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$500K
|
+$502K
|
+20,317
|
New
|
|
|
10
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$370K
|
+$371K
|
+15,009
|
New
|
|
|
11
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$364K
|
+$365K
|
+14,783
|
New
|
|
|
12
|
Kestra Private Wealth Services
Austin,
Texas
|
$358K
|
-$461K
|
-18,657
|
-56%
|
|
|
13
|
|
$327K
|
-$475K
|
-19,216
|
-59%
|
|
|
14
|
Great Lakes Retirement
Sandusky,
Ohio
|
$324K
|
+$325K
|
+13,158
|
New
|
|
|
15
|
Elevated Capital Advisors
Sandy,
Utah
|
$296K
|
+$297K
|
+12,024
|
New
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
$235K
|
+$236K
|
+9,550
|
New
|
|
|
17
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$201K
|
-$259K
|
-10,481
|
-56%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$62.3K
|
+$62.6K
|
+2,532
|
New
|
|
|
19
|
Principal Securities
Des Moines,
Iowa
|
$18.6K
|
+$18.6K
|
+754
|
New
|
|
|
20
|
Pineridge Advisors
St. Charles,
Missouri
|
$6.2K
|
-$321
|
-13
|
-5%
|
|
|
21
|
Richard W. Paul & Associates
Novi,
Michigan
|
$743
|
–
|
–
|
–
|
|
|
22
|
|
$53
|
+$25
|
+1
|
+100%
|
|
|
23
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
–
|
-$228K
|
-9,080
|
Closed
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
–
|
-$10K
|
-400
|
Closed
|
|
|
25
|
Tucker Asset Management
Littleton,
Colorado
|
–
|
-$752
|
-30
|
Closed
|
|
