|
1
|
WJ Interests
Sugar Land,
Texas
|
$8.31M
|
-$193K
|
-15,107
|
-2%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$7.35M
|
+$1.3M
|
+101,900
|
+22%
|
|
|
3
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$3.18M
|
-$5M
|
-391,902
|
-61%
|
|
|
4
|
Stapp Wealth Management
Olympia,
Washington
|
$3.18M
|
+$263K
|
+20,576
|
+9%
|
|
|
5
|
|
$889K
|
-$2M
|
-156,616
|
-70%
|
|
|
6
|
BlackDiamond Wealth Management
New York
|
$787K
|
-$373K
|
-29,264
|
-34%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$635K
|
+$165K
|
+12,954
|
+36%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$573K
|
+$564K
|
+44,232
|
New
|
|
|
9
|
Great Lakes Retirement
Sandusky,
Ohio
|
$572K
|
-$12.3K
|
-967
|
-2%
|
|
|
10
|
Elevated Capital Advisors
Sandy,
Utah
|
$411K
|
+$405K
|
+31,756
|
New
|
|
|
11
|
Simplify Asset Management
Las Vegas,
Nevada
|
$349K
|
-$131K
|
-10,303
|
-28%
|
|
|
12
|
Hilltop Holdings
Dallas,
Texas
|
$315K
|
+$310K
|
+24,316
|
New
|
|
|
13
|
Professional Financial Advisors
North Platte,
Nebraska
|
$235K
|
+$5.4K
|
+423
|
+2%
|
|
|
14
|
Optivise Advisory Services
Franklin,
Tennessee
|
$174K
|
+$171K
|
+13,425
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.03K
|
–
|
–
|
–
|
|
|
16
|
Pineridge Advisors
St. Charles,
Missouri
|
$8.38K
|
+$1.1K
|
+86
|
+15%
|
|
|
17
|
Coppell Advisory Solutions
Coppell,
Texas
|
$8.3K
|
+$8.18K
|
+641
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$2.89K
|
-$2.4K
|
-188
|
-46%
|
|
|
19
|
Richard W. Paul & Associates
Novi,
Michigan
|
$711
|
+$13
|
+1
|
+2%
|
|
|
20
|
|
$21
|
-$13
|
-1
|
-50%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$696K
|
-51,219
|
Closed
|
|
|
22
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
–
|
-$199K
|
-14,906
|
Closed
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
+$345
|
+27
|
New
|
|
