|
1
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$65M
|
–
|
–
|
–
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$44M
|
+$8.47M
|
+394,652
|
+25%
|
|
|
3
|
Ferguson Shapiro
Decatur,
Georgia
|
$28.3M
|
-$492K
|
-22,933
|
-2%
|
|
|
4
|
Hollencrest Capital Management
Newport Beach,
California
|
$24.7M
|
+$112K
|
+5,228
|
+0.5%
|
|
|
5
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$21.5M
|
+$6.19M
|
+288,480
|
+42%
|
|
|
6
|
Aprio Wealth Management
Atlanta,
Georgia
|
$19.8M
|
-$6.53M
|
-304,252
|
-25%
|
|
|
7
|
L.J. Altfest & Co
New York
|
$18.4M
|
+$12.7M
|
+592,878
|
+243%
|
|
|
8
|
Trek Financial
Scottsdale,
Arizona
|
$18.2M
|
+$16.5M
|
+767,255
|
+1,260%
|
|
|
9
|
Ancora Advisors
Cleveland,
Ohio
|
$18M
|
+$751K
|
+35,000
|
+4%
|
|
|
10
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$17.7M
|
+$17.3M
|
+807,454
|
New
|
|
|
11
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$14.3M
|
+$2.31M
|
+107,710
|
+20%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$11.8M
|
+$6.19M
|
+288,231
|
+116%
|
|
|
13
|
Evergreen Capital Management
Bellevue,
Washington
|
$7.92M
|
-$12.7K
|
-590
|
-0.2%
|
|
|
14
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$7.3M
|
+$5.66M
|
+263,715
|
+385%
|
|
|
15
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$6.96M
|
+$3.71M
|
+172,757
|
+58%
|
|
|
16
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$5.88M
|
+$1.68M
|
+78,048
|
+41%
|
|
|
17
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$5.64M
|
+$321K
|
+14,956
|
+6%
|
|
|
18
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$5.44M
|
-$388K
|
-18,084
|
-7%
|
|
|
19
|
Fortis Group Advisors
Westwood,
New Jersey
|
$5.37M
|
+$5.24M
|
+244,229
|
New
|
|
|
20
|
Park Edge Advisors
Cleveland,
Ohio
|
$5.36M
|
+$5.23M
|
+243,868
|
New
|
|
|
21
|
Cumberland Partners
Toronto,
Ontario, Canada
|
$4.52M
|
+$166K
|
+7,750
|
+4%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$4.5M
|
-$8.03M
|
-374,327
|
-65%
|
|
|
23
|
Great Lakes Retirement
Sandusky,
Ohio
|
$3.67M
|
+$1.2M
|
+55,863
|
+50%
|
|
|
24
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$3.61M
|
+$1.27M
|
+58,970
|
+56%
|
|
|
25
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$3.33M
|
+$3.25M
|
+151,560
|
New
|
|
