|
1
|
Principal Securities
Des Moines,
Iowa
|
$13.4M
|
+$1.8M
|
+78,956
|
+15%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$12M
|
-$7.08M
|
-309,713
|
-37%
|
|
|
3
|
Elevated Capital Advisors
Sandy,
Utah
|
$9.39M
|
+$1.66M
|
+72,510
|
+21%
|
|
|
4
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$7.89M
|
-$4.71M
|
-205,885
|
-37%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$6.6M
|
+$186K
|
+8,121
|
+3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.44M
|
+$1.06M
|
+46,405
|
+19%
|
|
|
7
|
POM Investment Strategies
Raleigh,
North Carolina
|
$3.4M
|
-$3.66M
|
-160,223
|
-51%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.04M
|
-$525K
|
-22,973
|
-14%
|
|
|
9
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
$2.22M
|
+$2.28M
|
+99,631
|
New
|
|
|
10
|
WealthPLAN Partners
Omaha,
Nebraska
|
$2.08M
|
-$340K
|
-14,859
|
-14%
|
|
|
11
|
Encompass More Asset Management
Danville,
California
|
$2.02M
|
+$48.6K
|
+2,127
|
+2%
|
|
|
12
|
Altiora Financial Group
Lebanon,
Ohio
|
$1.98M
|
+$2.03M
|
+88,800
|
New
|
|
|
13
|
Stegent Equity Advisors
Houston,
Texas
|
$1.87M
|
-$259K
|
-11,333
|
-12%
|
|
|
14
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$1.84M
|
-$10.4M
|
-453,057
|
-85%
|
|
|
15
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$1.79M
|
-$859K
|
-37,565
|
-32%
|
|
|
16
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$1.49M
|
+$391K
|
+17,125
|
+35%
|
|
|
17
|
FSA Advisors
Troy,
Michigan
|
$1.4M
|
+$1.43M
|
+62,589
|
New
|
|
|
18
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$1.13M
|
-$736K
|
-32,199
|
-39%
|
|
|
19
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$1.08M
|
-$719K
|
-31,473
|
-39%
|
|
|
20
|
TME Financial
Huntington Beach,
California
|
$1.05M
|
-$452K
|
-19,784
|
-30%
|
|
|
21
|
Summit Financial
Parsippany,
New Jersey
|
$787K
|
-$35K
|
-1,533
|
-4%
|
|
|
22
|
IEQ Capital
Foster City,
California
|
$712K
|
–
|
–
|
–
|
|
|
23
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$673K
|
-$207K
|
-9,035
|
-23%
|
|
|
24
|
Networth Advisors
Canonsburg,
Pennsylvania
|
$478K
|
+$490K
|
+21,420
|
New
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$400K
|
-$494K
|
-21,625
|
-55%
|
|
