|
1
|
AE Wealth Management
Topeka,
Kansas
|
$23.6M
|
+$3.16M
|
+123,888
|
+15%
|
|
|
2
|
Bienville Capital Management
New York
|
$9.98M
|
+$887K
|
+34,795
|
+10%
|
|
|
3
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$3.82M
|
+$1.26M
|
+49,422
|
+49%
|
|
|
4
|
Black Swift Group
Boulder,
Colorado
|
$1.49M
|
+$394K
|
+15,435
|
+36%
|
|
|
5
|
|
$1.06M
|
-$2.5M
|
-97,947
|
-70%
|
|
|
6
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$950K
|
+$37.9K
|
+1,486
|
+4%
|
|
|
7
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$938K
|
+$442K
|
+17,342
|
+90%
|
|
|
8
|
Valeo Financial Advisors
Carmel,
Indiana
|
$529K
|
–
|
–
|
–
|
|
|
9
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$512K
|
+$268K
|
+10,510
|
+116%
|
|
|
10
|
|
$500K
|
-$1.87M
|
-73,384
|
-79%
|
|
|
11
|
Sequoia Financial Advisors
Akron,
Ohio
|
$292K
|
+$291K
|
+11,417
|
New
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$252K
|
+$20.8K
|
+815
|
+9%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$251K
|
+$20.8K
|
+815
|
+9%
|
|
|
14
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$249K
|
-$122K
|
-4,776
|
-33%
|
|
|
15
|
Gradient Investments
Arden Hills,
Minnesota
|
$183K
|
+$183K
|
+7,173
|
New
|
|
|
16
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$126K
|
+$75.2K
|
+2,950
|
+150%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$49K
|
-$48.5K
|
-1,900
|
-50%
|
|
|
18
|
Pineridge Advisors
St. Charles,
Missouri
|
$29.8K
|
-$4.62K
|
-181
|
-13%
|
|
|
19
|
Triad Wealth Partners
Lawrence,
Kansas
|
$20.2K
|
+$20.1K
|
+789
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.92K
|
–
|
–
|
–
|
|
|
21
|
Coppell Advisory Solutions
Coppell,
Texas
|
$7.84K
|
+$7.83K
|
+307
|
New
|
|
|
22
|
Sunbelt Securities
Houston,
Texas
|
$5.03K
|
+$5.03K
|
+197
|
New
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$3.68K
|
+$2.78K
|
+109
|
+311%
|
|
|
24
|
|
–
|
-$131K
|
-5,153
|
Closed
|
|
