|
1
|
True Wealth Design
Akron,
Ohio
|
$10.5M
|
+$392K
|
+29,131
|
+4%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$9.27M
|
-$13.7M
|
-1,018,005
|
-60%
|
|
|
3
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$4.75M
|
+$14.1K
|
+1,048
|
+0.3%
|
|
|
4
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$4.27M
|
-$4.35M
|
-323,331
|
-51%
|
|
|
5
|
Stapp Wealth Management
Olympia,
Washington
|
$3.86M
|
+$51.4K
|
+3,827
|
+1%
|
|
|
6
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$3.22M
|
+$634K
|
+47,165
|
+22%
|
|
|
7
|
Simplify Asset Management
Las Vegas,
Nevada
|
$2.16M
|
-$38.5M
|
-2,863,782
|
-95%
|
|
|
8
|
Continuum Advisory
Eagle,
Idaho
|
$2.09M
|
+$2.07M
|
+153,885
|
New
|
|
|
9
|
Hilltop Holdings
Dallas,
Texas
|
$1.25M
|
-$191K
|
-14,228
|
-13%
|
|
|
10
|
|
$1.16M
|
+$1.15M
|
+85,475
|
New
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.16M
|
+$1.01M
|
+75,242
|
+749%
|
|
|
12
|
Private Client Services
Louisville,
Kentucky
|
$1.05M
|
+$1.04M
|
+77,138
|
New
|
|
|
13
|
Elevated Capital Advisors
Sandy,
Utah
|
$835K
|
-$72.4K
|
-5,389
|
-8%
|
|
|
14
|
Great Lakes Retirement
Sandusky,
Ohio
|
$728K
|
-$821K
|
-61,041
|
-53%
|
|
|
15
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$701K
|
-$1.07M
|
-79,356
|
-61%
|
|
|
16
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$514K
|
-$1.89M
|
-140,850
|
-79%
|
|
|
17
|
CreativeOne Wealth
Overland Park,
Kansas
|
$321K
|
+$131K
|
+9,727
|
+70%
|
|
|
18
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$289K
|
-$2.08M
|
-154,859
|
-88%
|
|
|
19
|
Professional Financial Advisors
North Platte,
Nebraska
|
$274K
|
-$8.68K
|
-646
|
-3%
|
|
|
20
|
Rinkey Investments
San Diego,
California
|
$245K
|
–
|
–
|
–
|
|
|
21
|
NDVR Inc
Boston,
Massachusetts
|
$225K
|
+$2K
|
+149
|
+0.9%
|
|
|
22
|
Brookstone Capital Management
Wheaton,
Illinois
|
$181K
|
-$20.8K
|
-1,548
|
-10%
|
|
|
23
|
Kingdom Financial Group
Peoria,
Arizona
|
$167K
|
-$177K
|
-13,166
|
-52%
|
|
|
24
|
Straight Path Wealth Management
Jenison,
Michigan
|
$167K
|
–
|
–
|
–
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$142K
|
-$30.4K
|
-2,264
|
-18%
|
|
