|
1
|
Security Benefit Life Insurance Company
Topeka,
Kansas
|
$57.5M
|
+$57.6M
|
+2,258,806
|
New
|
|
|
2
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$3.88M
|
-$607K
|
-23,806
|
-14%
|
|
|
3
|
Black Swift Group
Boulder,
Colorado
|
$3.04M
|
-$170K
|
-6,685
|
-5%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$1.46M
|
+$895K
|
+35,102
|
+159%
|
|
|
5
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.27M
|
-$635K
|
-24,900
|
-33%
|
|
|
6
|
|
$764K
|
+$127K
|
+5,000
|
+20%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$698K
|
+$700K
|
+27,434
|
New
|
|
|
8
|
|
$533K
|
-$549K
|
-21,545
|
-51%
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
$300K
|
+$4.26K
|
+167
|
+1%
|
|
|
10
|
Elevated Capital Advisors
Sandy,
Utah
|
$254K
|
+$24.2K
|
+948
|
+11%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$247K
|
-$30.5M
|
-1,197,355
|
-99%
|
|
|
12
|
|
$147K
|
-$352K
|
-13,806
|
-71%
|
|
|
13
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$125K
|
–
|
–
|
–
|
|
|
14
|
Pineridge Advisors
St. Charles,
Missouri
|
$12.2K
|
-$24.9K
|
-977
|
-67%
|
|
|
15
|
Coppell Advisory Solutions
Coppell,
Texas
|
$7.86K
|
–
|
–
|
–
|
|
|
16
|
Global Retirement Partners
San Rafael,
California
|
$6.9K
|
+$6.91K
|
+271
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.5K
|
-$7.83K
|
-307
|
-59%
|
|
|
18
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$2.93K
|
+$2.93K
|
+115
|
New
|
|
|
19
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1.99K
|
–
|
–
|
–
|
|
|
20
|
New Millennium Group
Sandy,
Utah
|
$1.25K
|
+$1.25K
|
+49
|
New
|
|
|
21
|
FLP Wealth Management
Bentonville,
Arkansas
|
$723
|
+$714
|
+28
|
New
|
|
|
22
|
Capital A Wealth Management
New Castle,
Pennsylvania
|
$331
|
+$331
|
+13
|
New
|
|
|
23
|
Park Square Financial Group
Roswell,
Georgia
|
$47
|
+$51
|
+2
|
New
|
|
|
24
|
Bienville Capital Management
New York
|
–
|
-$8.63M
|
-337,615
|
Closed
|
|
|
25
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
–
|
-$1.26M
|
-49,124
|
Closed
|
|
