|
1
|
AE Wealth Management
Topeka,
Kansas
|
$15M
|
+$2.09M
|
+161,200
|
+17%
|
|
|
2
|
WJ Interests
Sugar Land,
Texas
|
$10M
|
-$1.28M
|
-98,778
|
-12%
|
|
|
3
|
Stapp Wealth Management
Olympia,
Washington
|
$2.99M
|
+$121K
|
+9,339
|
+5%
|
|
|
4
|
|
$2.85M
|
+$206K
|
+15,875
|
+9%
|
|
|
5
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$2.62M
|
+$2.39M
|
+184,079
|
New
|
|
|
6
|
BlackDiamond Wealth Management
New York
|
$1.16M
|
+$1.11M
|
+85,606
|
New
|
|
|
7
|
Flow Traders U.S.
New York
|
$965K
|
+$882K
|
+67,893
|
New
|
|
|
8
|
Professional Financial Advisors
North Platte,
Nebraska
|
$872K
|
+$39.4K
|
+3,032
|
+5%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$822K
|
+$740K
|
+57,000
|
New
|
|
|
10
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$781K
|
+$13K
|
+1,004
|
+2%
|
|
|
11
|
Great Lakes Retirement
Sandusky,
Ohio
|
$673K
|
-$85.7K
|
-6,598
|
-12%
|
|
|
12
|
Simplify Asset Management
Las Vegas,
Nevada
|
$628K
|
-$1.21M
|
-92,947
|
-68%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$239K
|
+$219K
|
+16,850
|
New
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$211K
|
+$21.2K
|
+1,634
|
+12%
|
|
|
15
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$189K
|
-$34.2K
|
-2,635
|
-17%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$10K
|
-$11.1K
|
-853
|
-55%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10K
|
+$9.39K
|
+723
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.9K
|
–
|
–
|
–
|
|
|
19
|
Pineridge Advisors
St. Charles,
Missouri
|
$8.85K
|
+$8.09K
|
+623
|
New
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$3.88K
|
-$1.31K
|
-101
|
-27%
|
|
|
21
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$2.73K
|
-$1.14K
|
-88
|
-31%
|
|
|
22
|
Richard W. Paul & Associates
Novi,
Michigan
|
$765
|
+$208
|
+16
|
+42%
|
|
|
23
|
Tucker Asset Management
Littleton,
Colorado
|
$327
|
+$299
|
+23
|
New
|
|
|
24
|
|
$22
|
+$13
|
+1
|
New
|
|
|
25
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
–
|
-$3.32M
|
-261,084
|
Closed
|
|
