|
1
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$65.3M
|
–
|
–
|
–
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$42.5M
|
-$1.61M
|
-73,593
|
-4%
|
|
|
3
|
Ferguson Shapiro
Decatur,
Georgia
|
$41.4M
|
+$13M
|
+593,142
|
+46%
|
|
|
4
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$23.2M
|
+$5.43M
|
+247,907
|
+31%
|
|
|
5
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$23M
|
+$1.43M
|
+65,478
|
+7%
|
|
|
6
|
Ancora Advisors
Cleveland,
Ohio
|
$18.1M
|
–
|
–
|
–
|
|
|
7
|
L.J. Altfest & Co
New York
|
$18.1M
|
-$369K
|
-16,854
|
-2%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$17.9M
|
+$13.3M
|
+608,811
|
+297%
|
|
|
9
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$13.7M
|
-$672K
|
-30,694
|
-5%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$13M
|
+$1.16M
|
+53,017
|
+10%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$10.2M
|
+$10.1M
|
+460,933
|
New
|
|
|
12
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$9.06M
|
+$1.73M
|
+79,172
|
+24%
|
|
|
13
|
Evergreen Capital Management
Bellevue,
Washington
|
$7.56M
|
-$378K
|
-17,242
|
-5%
|
|
|
14
|
Aprio Wealth Management
Atlanta,
Georgia
|
$6.92M
|
-$12.9M
|
-587,608
|
-65%
|
|
|
15
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$6.46M
|
-$3.88M
|
-176,932
|
-38%
|
|
|
16
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$5.86M
|
-$38K
|
-1,735
|
-0.6%
|
|
|
17
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$5.83M
|
+$167K
|
+7,621
|
+3%
|
|
|
18
|
Park Edge Advisors
Cleveland,
Ohio
|
$5.27M
|
-$105K
|
-4,796
|
-2%
|
|
|
19
|
Cumberland Partners
Toronto,
Ontario, Canada
|
$4.55M
|
+$14.7K
|
+671
|
+0.3%
|
|
|
20
|
Hollencrest Capital Management
Newport Beach,
California
|
$4.52M
|
-$20.1M
|
-919,163
|
-82%
|
|
|
21
|
|
$4.24M
|
+$4.21M
|
+192,367
|
New
|
|
|
22
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$3.59M
|
-$29.5K
|
-1,345
|
-0.8%
|
|
|
23
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$3.51M
|
-$1.93M
|
-88,219
|
-36%
|
|
|
24
|
LifeWealth Investments
Winter Garden,
Florida
|
$3.3M
|
+$845K
|
+38,559
|
+35%
|
|
|
25
|
Great Lakes Retirement
Sandusky,
Ohio
|
$3.3M
|
-$378K
|
-17,254
|
-10%
|
|
