|
1
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$153M
|
-$77.8M
|
-3,162,281
|
-33%
|
|
|
2
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$52.3M
|
-$5.11M
|
-207,743
|
-8%
|
|
|
3
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$51.5M
|
-$21.4M
|
-871,460
|
-28%
|
|
|
4
|
Brogan Financial
Knoxville,
Tennessee
|
$32.6M
|
-$130K
|
-5,280
|
-0.4%
|
|
|
5
|
Fiduciary Planning
Englewood,
Florida
|
$20.4M
|
-$15.9M
|
-646,679
|
-42%
|
|
|
6
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$17.4M
|
-$3.41M
|
-138,489
|
-16%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.8M
|
+$16M
|
+652,058
|
+2,488%
|
|
|
8
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$15.2M
|
-$33.9M
|
-1,376,676
|
-68%
|
|
|
9
|
Waterloo Capital
Austin,
Texas
|
$11.3M
|
-$1.9M
|
-77,189
|
-14%
|
|
|
10
|
Advisory Services Network
Atlanta,
Georgia
|
$8.94M
|
+$983K
|
+39,955
|
+12%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4.26M
|
+$75.8K
|
+3,082
|
+2%
|
|
|
12
|
One Plus One Wealth Management
Jupiter,
Florida
|
$3.43M
|
-$213K
|
-8,646
|
-6%
|
|
|
13
|
Silver Oak Securities
Jackson,
Tennessee
|
$3.34M
|
-$4.61M
|
-187,406
|
-57%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.95M
|
+$1.12M
|
+45,454
|
+56%
|
|
|
15
|
|
$2.77M
|
-$1.6M
|
-64,975
|
-35%
|
|
|
16
|
Leavell Investment Management
Mobile,
Alabama
|
$2M
|
–
|
–
|
–
|
|
|
17
|
MBE Wealth Management
Tomah,
Wisconsin
|
$1.79M
|
-$915K
|
-37,212
|
-33%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.48M
|
-$212K
|
-8,610
|
-12%
|
|
|
19
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1.22M
|
-$108K
|
-4,410
|
-8%
|
|
|
20
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.2M
|
+$1.89K
|
+77
|
+0.2%
|
|
|
21
|
Virtue Capital Management
Brentwood,
Tennessee
|
$764K
|
–
|
–
|
–
|
|
|
22
|
TrueWealth Advisors
Birmingham,
Alabama
|
$734K
|
-$5.31M
|
-215,733
|
-87%
|
|
|
23
|
Atomi Financial Group
New York
|
$656K
|
-$362K
|
-14,732
|
-34%
|
|
|
24
|
Geneos Wealth Management
Englewood,
Colorado
|
$550K
|
-$152K
|
-6,179
|
-21%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$541K
|
+$240K
|
+9,742
|
+72%
|
|
