|
1
|
AE Wealth Management
Topeka,
Kansas
|
$22M
|
+$1.33M
|
+38,832
|
+7%
|
|
|
2
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$4.35M
|
-$7.56M
|
-219,894
|
-64%
|
|
|
3
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$1.04M
|
+$580K
|
+16,890
|
+142%
|
|
|
4
|
Weaver Consulting Group
Huntington Beach,
California
|
$917K
|
-$10.3K
|
-300
|
-1%
|
|
|
5
|
Great Lakes Retirement
Sandusky,
Ohio
|
$703K
|
-$76.8K
|
-2,235
|
-10%
|
|
|
6
|
Elevated Capital Advisors
Sandy,
Utah
|
$492K
|
+$476K
|
+13,847
|
New
|
|
|
7
|
FWG Investments
Lexington,
Kentucky
|
$375K
|
+$92.6K
|
+2,695
|
+34%
|
|
|
8
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$258K
|
–
|
–
|
–
|
|
|
9
|
Insight 2811 Inc
Chicago,
Illinois
|
$221K
|
-$17.3K
|
-503
|
-7%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$142K
|
–
|
–
|
–
|
|
|
11
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$121K
|
–
|
–
|
–
|
|
|
12
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$51.6K
|
-$9.45K
|
-275
|
-16%
|
|
|
13
|
Pineridge Advisors
St. Charles,
Missouri
|
$17.6K
|
-$997
|
-29
|
-6%
|
|
|
14
|
Coppell Advisory Solutions
Coppell,
Texas
|
$9.89K
|
+$9.55K
|
+278
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$3.02K
|
-$23.2K
|
-675
|
-89%
|
|
|
16
|
Richard W. Paul & Associates
Novi,
Michigan
|
$1.55K
|
–
|
–
|
–
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$1.25K
|
–
|
–
|
–
|
|
|
18
|
CreativeOne Wealth
Overland Park,
Kansas
|
–
|
-$1.72M
|
-50,059
|
Closed
|
|
|
19
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
–
|
-$3.92K
|
-114
|
Closed
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
+$378
|
+11
|
New
|
|
