|
1
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$65M
|
–
|
–
|
–
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$43.2M
|
+$1.01M
|
+46,385
|
+2%
|
|
|
3
|
Ferguson Shapiro
Decatur,
Georgia
|
$41.6M
|
+$524K
|
+23,975
|
+1%
|
|
|
4
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$24.4M
|
+$1.35M
|
+61,552
|
+6%
|
|
|
5
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$24M
|
+$1.19M
|
+54,268
|
+5%
|
|
|
6
|
L.J. Altfest & Co
New York
|
$18.4M
|
+$453K
|
+20,704
|
+3%
|
|
|
7
|
Ancora Advisors
Cleveland,
Ohio
|
$18M
|
–
|
–
|
–
|
|
|
8
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$13.7M
|
+$58.2K
|
+2,662
|
+0.4%
|
|
|
9
|
Park Edge Advisors
Cleveland,
Ohio
|
$8.44M
|
+$3.21M
|
+146,756
|
+61%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$8.16M
|
-$4.72M
|
-216,146
|
-37%
|
|
|
11
|
Evergreen Capital Management
Bellevue,
Washington
|
$7.46M
|
-$39.7K
|
-1,818
|
-0.5%
|
|
|
12
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$6.9M
|
-$2.1M
|
-95,985
|
-23%
|
|
|
13
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$6.7M
|
+$528K
|
+24,133
|
+8%
|
|
|
14
|
Aprio Wealth Management
Atlanta,
Georgia
|
$6.65M
|
-$224K
|
-10,225
|
-3%
|
|
|
15
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$5.85M
|
+$62.9K
|
+2,878
|
+1%
|
|
|
16
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$5.64M
|
-$175K
|
-8,014
|
-3%
|
|
|
17
|
Proficio Capital Partners
Newton,
Massachusetts
|
$4.93M
|
+$4.92M
|
+225,250
|
New
|
|
|
18
|
Cumberland Partners
Toronto,
Ontario, Canada
|
$4.77M
|
+$240K
|
+10,977
|
+5%
|
|
|
19
|
Hollencrest Capital Management
Newport Beach,
California
|
$4.42M
|
-$67.5K
|
-3,087
|
-2%
|
|
|
20
|
Private Client Services
Louisville,
Kentucky
|
$4.32M
|
+$4.01M
|
+183,461
|
+1,305%
|
|
|
21
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$3.84M
|
+$273K
|
+12,496
|
+8%
|
|
|
22
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$3.5M
|
+$2.36M
|
+107,793
|
+206%
|
|
|
23
|
LifeWealth Investments
Winter Garden,
Florida
|
$3.42M
|
+$142K
|
+6,480
|
+4%
|
|
|
24
|
Great Lakes Retirement
Sandusky,
Ohio
|
$3.12M
|
-$148K
|
-6,783
|
-5%
|
|
|
25
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$2.92M
|
-$572K
|
-26,175
|
-16%
|
|
