|
1
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$241M
|
-$19.9M
|
-785,484
|
-7%
|
|
|
2
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$76.5M
|
-$3.05M
|
-120,215
|
-4%
|
|
|
3
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$61M
|
+$1.6M
|
+63,046
|
+3%
|
|
|
4
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$50.4M
|
-$5.9M
|
-232,621
|
-10%
|
|
|
5
|
Fiduciary Planning
Englewood,
Florida
|
$37.9M
|
-$2.62M
|
-103,340
|
-6%
|
|
|
6
|
Brogan Financial
Knoxville,
Tennessee
|
$34.9M
|
+$476K
|
+18,774
|
+1%
|
|
|
7
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$22M
|
-$263K
|
-10,385
|
-1%
|
|
|
8
|
Waterloo Capital
Austin,
Texas
|
$14M
|
-$323K
|
-12,734
|
-2%
|
|
|
9
|
Advisory Services Network
Atlanta,
Georgia
|
$8.54M
|
+$3.3M
|
+130,058
|
+61%
|
|
|
10
|
Silver Oak Securities
Jackson,
Tennessee
|
$8.22M
|
-$168K
|
-6,628
|
-2%
|
|
|
11
|
TrueWealth Advisors
Birmingham,
Alabama
|
$6.15M
|
-$2.78M
|
-109,659
|
-31%
|
|
|
12
|
|
$4.57M
|
+$1.34M
|
+52,837
|
+40%
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4.46M
|
+$4.55M
|
+179,467
|
New
|
|
|
14
|
One Plus One Wealth Management
Jupiter,
Florida
|
$3.87M
|
-$619K
|
-24,414
|
-14%
|
|
|
15
|
MBE Wealth Management
Tomah,
Wisconsin
|
$2.84M
|
+$760K
|
+29,970
|
+36%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.44M
|
-$8.43M
|
-332,349
|
-77%
|
|
|
17
|
Leavell Investment Management
Mobile,
Alabama
|
$2.14M
|
–
|
–
|
–
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.02M
|
-$82.7K
|
-3,262
|
-4%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.79M
|
+$544K
|
+21,427
|
+42%
|
|
|
20
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1.41M
|
-$61.2K
|
-2,414
|
-4%
|
|
|
21
|
Cetera Advisors
Denver,
Colorado
|
$1.31M
|
-$182K
|
-7,157
|
-12%
|
|
|
22
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.27M
|
+$1.65K
|
+65
|
+0.1%
|
|
|
23
|
Global Retirement Partners
San Rafael,
California
|
$1.2M
|
+$1.6K
|
+63
|
+0.1%
|
|
|
24
|
Atomi Financial Group
New York
|
$1.07M
|
-$66.6K
|
-2,624
|
-6%
|
|
|
25
|
Meridian Wealth Management
Lexington,
Kentucky
|
$784K
|
-$120K
|
-4,726
|
-13%
|
|
