|
1
|
AE Wealth Management
Topeka,
Kansas
|
$11.9M
|
+$1.44M
|
+103,960
|
+12%
|
|
|
2
|
WJ Interests
Sugar Land,
Texas
|
$10.2M
|
+$1.65M
|
+119,003
|
+17%
|
|
|
3
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.32M
|
+$409K
|
+29,496
|
+13%
|
|
|
4
|
Stapp Wealth Management
Olympia,
Washington
|
$2.56M
|
+$14.5K
|
+1,043
|
+0.5%
|
|
|
5
|
|
$2.35M
|
+$2.21M
|
+159,461
|
+625%
|
|
|
6
|
Simplify Asset Management
Las Vegas,
Nevada
|
$1.74M
|
-$935K
|
-67,396
|
-33%
|
|
|
7
|
Professional Financial Advisors
North Platte,
Nebraska
|
$741K
|
+$809K
|
+58,300
|
New
|
|
|
8
|
Great Lakes Retirement
Sandusky,
Ohio
|
$686K
|
-$32.3K
|
-2,329
|
-4%
|
|
|
9
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$686K
|
+$37.9K
|
+2,732
|
+5%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$300K
|
-$393K
|
-28,368
|
-55%
|
|
|
11
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$203K
|
+$8.42K
|
+607
|
+4%
|
|
|
12
|
Atlas Financial Advisors
Oroville,
California
|
$181K
|
–
|
–
|
–
|
|
|
13
|
Regal Investment Advisors
Kentwood,
Michigan
|
$174K
|
+$190K
|
+13,721
|
New
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$168K
|
+$183K
|
+13,200
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$19.8K
|
-$113K
|
-8,171
|
-84%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.86K
|
–
|
–
|
–
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$4.75K
|
-$8.09K
|
-583
|
-61%
|
|
|
18
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$3.56K
|
-$14.3K
|
-1,028
|
-79%
|
|
|
19
|
Richard W. Paul & Associates
Novi,
Michigan
|
$483
|
+$527
|
+38
|
New
|
|
|
20
|
RHS Financial
San Francisco,
California
|
–
|
-$247K
|
-16,821
|
Closed
|
|
|
21
|
Brookstone Capital Management
Wheaton,
Illinois
|
–
|
-$144K
|
-10,296
|
Closed
|
|
|
22
|
Impact Partnership Wealth
Marietta,
Georgia
|
–
|
-$2.06K
|
-140
|
Closed
|
|
