|
1
|
AE Wealth Management
Topeka,
Kansas
|
$13.6M
|
+$1.06M
|
+46,594
|
+8%
|
|
|
2
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$10.7M
|
-$270K
|
-11,849
|
-2%
|
|
|
3
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$10.4M
|
+$3.9M
|
+171,020
|
+57%
|
|
|
4
|
Principal Securities
Des Moines,
Iowa
|
$7.54M
|
–
|
–
|
–
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$6.14M
|
-$2.83M
|
-123,831
|
-31%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$5.34M
|
-$2.67M
|
-117,112
|
-32%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.69M
|
-$6.86M
|
-300,443
|
-58%
|
|
|
8
|
POM Investment Strategies
Raleigh,
North Carolina
|
$4.1M
|
+$4.27M
|
+186,966
|
New
|
|
|
9
|
Elevated Capital Advisors
Sandy,
Utah
|
$3.68M
|
+$2.99M
|
+131,007
|
+359%
|
|
|
10
|
WealthPLAN Partners
Omaha,
Nebraska
|
$3.52M
|
+$99K
|
+4,335
|
+3%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.31M
|
+$520K
|
+22,794
|
+18%
|
|
|
12
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$3.08M
|
-$864K
|
-37,831
|
-21%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.02M
|
+$1.87M
|
+81,926
|
+147%
|
|
|
14
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$2.92M
|
+$711K
|
+31,129
|
+30%
|
|
|
15
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$2.58M
|
+$1.46K
|
+64
|
+0.1%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$2.35M
|
-$668K
|
-29,278
|
-21%
|
|
|
17
|
Stegent Equity Advisors
Houston,
Texas
|
$2.17M
|
-$101K
|
-4,403
|
-4%
|
|
|
18
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$1.92M
|
+$1.99M
|
+87,352
|
New
|
|
|
19
|
Napa Wealth Management
Napa,
California
|
$1.56M
|
-$188K
|
-8,231
|
-10%
|
|
|
20
|
Encompass More Asset Management
Danville,
California
|
$1.46M
|
+$171K
|
+7,491
|
+13%
|
|
|
21
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$1.44M
|
+$1.49M
|
+65,407
|
New
|
|
|
22
|
TME Financial
Huntington Beach,
California
|
$1.43M
|
-$163K
|
-7,128
|
-10%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.3M
|
-$630K
|
-27,618
|
-32%
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$1.11M
|
-$145K
|
-6,368
|
-11%
|
|
|
25
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.01M
|
-$507K
|
-22,198
|
-33%
|
|
