|
1
|
AE Wealth Management
Topeka,
Kansas
|
$111M
|
+$10.6M
|
+424,305
|
+11%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.01M
|
+$1.68M
|
+67,246
|
+32%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$7.01M
|
+$1.69M
|
+67,368
|
+32%
|
|
|
4
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
$6.26M
|
+$1.38M
|
+55,151
|
+28%
|
|
|
5
|
LifeWealth Investments
Winter Garden,
Florida
|
$3.31M
|
+$340K
|
+13,574
|
+11%
|
|
|
6
|
Simplicity Wealth
Summit,
New Jersey
|
$3M
|
+$462K
|
+18,431
|
+18%
|
|
|
7
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$2.47M
|
+$193K
|
+7,700
|
+8%
|
|
|
8
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$1.73M
|
+$206K
|
+8,221
|
+14%
|
|
|
9
|
FLP Wealth Management
Bentonville,
Arkansas
|
$1.28M
|
+$232K
|
+9,258
|
+22%
|
|
|
10
|
Kingdom Financial Group
Peoria,
Arizona
|
$1.22M
|
+$85.8K
|
+3,424
|
+8%
|
|
|
11
|
Centennial Advisors
Austin,
Texas
|
$1.19M
|
+$75K
|
+2,992
|
+7%
|
|
|
12
|
FSA Advisors
Troy,
Michigan
|
$1.02M
|
+$223K
|
+8,906
|
+28%
|
|
|
13
|
Slagle Financial
Edwardsville,
Illinois
|
$908K
|
+$109K
|
+4,344
|
+14%
|
|
|
14
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$845K
|
-$284K
|
-11,355
|
-25%
|
|
|
15
|
Raleigh Capital Management
Cary,
North Carolina
|
$768K
|
+$172K
|
+6,862
|
+29%
|
|
|
16
|
SMART Wealth
Omaha,
Nebraska
|
$396K
|
-$54.8K
|
-2,189
|
-12%
|
|
|
17
|
Sentinus LLC
Oak Brook,
Illinois
|
$200K
|
+$200K
|
+7,968
|
New
|
|
|
18
|
Montgomery Financial Services
Ocean City,
Maryland
|
$115K
|
+$115K
|
+4,594
|
New
|
|
|
19
|
Networth Advisors
Canonsburg,
Pennsylvania
|
$84.6K
|
+$12.9K
|
+513
|
+18%
|
|
|
20
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$74.9K
|
+$74.6K
|
+2,979
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$42.2K
|
+$20.3K
|
+809
|
+93%
|
|
|
22
|
CoreCap Advisors
Southfield,
Michigan
|
$10.4K
|
+$10.4K
|
+415
|
New
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.3K
|
–
|
–
|
–
|
|
|
24
|
Sterling Capital Management
Charlotte,
North Carolina
|
$5.05K
|
+$777
|
+31
|
+18%
|
|
|
25
|
|
–
|
-$637K
|
-25,471
|
Closed
|
|
