|
1
|
AE Wealth Management
Topeka,
Kansas
|
$20.1M
|
+$4.93M
|
+208,057
|
+34%
|
|
|
2
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$13.5M
|
+$1.66M
|
+69,807
|
+14%
|
|
|
3
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$13.2M
|
+$1.68M
|
+70,707
|
+15%
|
|
|
4
|
Principal Securities
Des Moines,
Iowa
|
$11.2M
|
+$3.22M
|
+135,767
|
+41%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$6.13M
|
+$234K
|
+9,874
|
+4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.31M
|
+$124K
|
+5,215
|
+2%
|
|
|
7
|
POM Investment Strategies
Raleigh,
North Carolina
|
$5.18M
|
+$640K
|
+26,994
|
+14%
|
|
|
8
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$4.4M
|
+$978K
|
+41,268
|
+29%
|
|
|
9
|
Legacy Investment Solutions
Meridian,
Idaho
|
$4.4M
|
+$4.31M
|
+181,762
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.82M
|
+$160K
|
+6,744
|
+4%
|
|
|
11
|
Elevated Capital Advisors
Sandy,
Utah
|
$3.68M
|
–
|
–
|
–
|
|
|
12
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$2.76M
|
-$87.2K
|
-3,677
|
-3%
|
|
|
13
|
WealthPLAN Partners
Omaha,
Nebraska
|
$2.6M
|
-$1.27M
|
-53,443
|
-33%
|
|
|
14
|
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
|
$2.42M
|
+$2.36M
|
+99,679
|
New
|
|
|
15
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$2.35M
|
+$233K
|
+9,820
|
+11%
|
|
|
16
|
Stegent Equity Advisors
Houston,
Texas
|
$2.32M
|
-$79.3K
|
-3,344
|
-3%
|
|
|
17
|
FSA Advisors
Troy,
Michigan
|
$2.15M
|
+$1.14M
|
+48,261
|
+120%
|
|
|
18
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$1.8M
|
+$212K
|
+8,923
|
+14%
|
|
|
19
|
Encompass More Asset Management
Danville,
California
|
$1.64M
|
+$24K
|
+1,014
|
+2%
|
|
|
20
|
Napa Wealth Management
Napa,
California
|
$1.52M
|
-$198K
|
-8,332
|
-12%
|
|
|
21
|
TME Financial
Huntington Beach,
California
|
$1.47M
|
-$107K
|
-4,514
|
-7%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$1.47M
|
-$5.2M
|
-219,274
|
-78%
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$1.06M
|
-$167K
|
-7,062
|
-14%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$963K
|
-$462K
|
-19,503
|
-33%
|
|
|
25
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$875K
|
+$533K
|
+22,465
|
+165%
|
|
