|
1
|
AE Wealth Management
Topeka,
Kansas
|
$17.4M
|
-$14.2M
|
-806,227
|
-46%
|
|
|
2
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$10.9M
|
-$10M
|
-569,940
|
-49%
|
|
|
3
|
Elevated Capital Advisors
Sandy,
Utah
|
$6.22M
|
+$1.91M
|
+108,682
|
+46%
|
|
|
4
|
POM Investment Strategies
Raleigh,
North Carolina
|
$5.67M
|
-$2.8M
|
-159,255
|
-34%
|
|
|
5
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$3.63M
|
+$218K
|
+12,369
|
+7%
|
|
|
6
|
Owen LaRue
Elizabethtown,
Kentucky
|
$3.08M
|
+$788K
|
+44,784
|
+35%
|
|
|
7
|
|
$2.97M
|
+$890K
|
+50,596
|
+44%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.83M
|
-$2.96M
|
-168,196
|
-52%
|
|
|
9
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$2.43M
|
-$1.44M
|
-82,017
|
-38%
|
|
|
10
|
Tactive Advisors
Jacksonville,
Florida
|
$2.07M
|
+$283K
|
+16,095
|
+16%
|
|
|
11
|
One Capital Management
Westlake Village,
California
|
$1.97M
|
+$1.93M
|
+109,479
|
New
|
|
|
12
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$1.94M
|
-$973K
|
-55,308
|
-34%
|
|
|
13
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$1.62M
|
-$1.27M
|
-71,961
|
-44%
|
|
|
14
|
Park Edge Advisors
Cleveland,
Ohio
|
$1.62M
|
+$82K
|
+4,661
|
+5%
|
|
|
15
|
J. Hagan Capital
Louisville,
Kentucky
|
$1.47M
|
+$237K
|
+13,469
|
+20%
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.42M
|
-$116K
|
-6,591
|
-8%
|
|
|
17
|
IEQ Capital
Foster City,
California
|
$1.32M
|
+$1.29M
|
+73,116
|
New
|
|
|
18
|
LPL Financial
San Diego,
California
|
$1.11M
|
+$214K
|
+12,144
|
+25%
|
|
|
19
|
Andina Capital Management
Lehi,
Utah
|
$980K
|
+$209K
|
+11,888
|
+28%
|
|
|
20
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$966K
|
-$364K
|
-20,697
|
-28%
|
|
|
21
|
Cambridge Advisors
Omaha,
Nebraska
|
$855K
|
-$14K
|
-794
|
-2%
|
|
|
22
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$818K
|
+$800K
|
+45,457
|
New
|
|
|
23
|
Claris Financial
Glen Allen,
Virginia
|
$815K
|
+$22.8K
|
+1,294
|
+3%
|
|
|
24
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$728K
|
-$219K
|
-12,454
|
-24%
|
|
|
25
|
Napa Wealth Management
Napa,
California
|
$702K
|
+$3.83K
|
+218
|
+0.6%
|
|
