|
1
|
AE Wealth Management
Topeka,
Kansas
|
$12.3M
|
+$13.2M
|
+833,581
|
New
|
|
|
2
|
WJ Interests
Sugar Land,
Texas
|
$10.2M
|
-$117K
|
-7,353
|
-1%
|
|
|
3
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.4M
|
+$591K
|
+37,273
|
+19%
|
|
|
4
|
Simplify Asset Management
Las Vegas,
Nevada
|
$3.01M
|
+$774K
|
+48,804
|
+31%
|
|
|
5
|
Stapp Wealth Management
Olympia,
Washington
|
$2.95M
|
+$71.5K
|
+4,510
|
+2%
|
|
|
6
|
Great Lakes Retirement
Sandusky,
Ohio
|
$831K
|
+$893K
|
+56,315
|
New
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$764K
|
+$825K
|
+51,987
|
New
|
|
|
8
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$753K
|
+$813K
|
+51,244
|
New
|
|
|
9
|
|
$375K
|
-$1.11M
|
-69,881
|
-73%
|
|
|
10
|
RHS Financial
San Francisco,
California
|
$247K
|
-$16.9K
|
-1,063
|
-6%
|
|
|
11
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$226K
|
+$243K
|
+15,346
|
New
|
|
|
12
|
Atlas Financial Advisors
Oroville,
California
|
$210K
|
–
|
–
|
–
|
|
|
13
|
Brookstone Capital Management
Wheaton,
Illinois
|
$144K
|
+$163K
|
+10,296
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$143K
|
+$154K
|
+9,728
|
New
|
|
|
15
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$19.2K
|
+$20.7K
|
+1,308
|
New
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$14.1K
|
-$10.1K
|
-639
|
-40%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.2K
|
–
|
–
|
–
|
|
|
18
|
Impact Partnership Wealth
Marietta,
Georgia
|
$2.06K
|
+$2.22K
|
+140
|
New
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
–
|
-$262K
|
-16,123
|
Closed
|
|
|
20
|
|
–
|
-$2K
|
-100
|
Closed
|
|
