|
1
|
AE Wealth Management
Topeka,
Kansas
|
$19.5M
|
+$416K
|
+17,755
|
+2%
|
|
|
2
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$12.9M
|
+$84.8K
|
+3,617
|
+0.7%
|
|
|
3
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$12.4M
|
-$184K
|
-7,843
|
-1%
|
|
|
4
|
Principal Securities
Des Moines,
Iowa
|
$12M
|
+$1.35M
|
+57,620
|
+12%
|
|
|
5
|
Elevated Capital Advisors
Sandy,
Utah
|
$8.04M
|
+$4.24M
|
+180,791
|
+108%
|
|
|
6
|
POM Investment Strategies
Raleigh,
North Carolina
|
$7.21M
|
+$2.31M
|
+98,457
|
+46%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$6.64M
|
+$811K
|
+34,595
|
+14%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.59M
|
+$539K
|
+22,996
|
+10%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.68M
|
+$31.6K
|
+1,348
|
+0.9%
|
|
|
10
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$2.72M
|
+$486K
|
+20,723
|
+21%
|
|
|
11
|
WealthPLAN Partners
Omaha,
Nebraska
|
$2.49M
|
+$15.6K
|
+667
|
+0.6%
|
|
|
12
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$2.27M
|
-$369K
|
-15,757
|
-14%
|
|
|
13
|
Stegent Equity Advisors
Houston,
Texas
|
$2.2M
|
-$9.59K
|
-409
|
-0.4%
|
|
|
14
|
Encompass More Asset Management
Danville,
California
|
$2.04M
|
+$486K
|
+20,748
|
+31%
|
|
|
15
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$1.92M
|
-$2.32M
|
-98,758
|
-54%
|
|
|
16
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$1.84M
|
+$128K
|
+5,453
|
+7%
|
|
|
17
|
Napa Wealth Management
Napa,
California
|
$1.75M
|
+$314K
|
+13,387
|
+21%
|
|
|
18
|
TME Financial
Huntington Beach,
California
|
$1.54M
|
+$141K
|
+6,019
|
+10%
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
$1.26M
|
+$1.28M
|
+54,625
|
New
|
|
|
20
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$1.14M
|
+$314K
|
+13,386
|
+37%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$914K
|
+$395K
|
+16,836
|
+74%
|
|
|
22
|
Steward Partners Investment Advisory
New York
|
$913K
|
-$95.5K
|
-4,074
|
-9%
|
|
|
23
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$905K
|
+$297K
|
+12,658
|
+48%
|
|
|
24
|
Summit Financial
Parsippany,
New Jersey
|
$850K
|
+$863K
|
+36,798
|
New
|
|
|
25
|
IEQ Capital
Foster City,
California
|
$737K
|
+$748K
|
+31,925
|
New
|
|
