|
1
|
True Wealth Design
Akron,
Ohio
|
$11.1M
|
+$711K
|
+51,620
|
+7%
|
|
|
2
|
Hilltop Holdings
Dallas,
Texas
|
$7.15M
|
+$6.03M
|
+437,962
|
+477%
|
|
|
3
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$5.03M
|
+$326K
|
+23,675
|
+7%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$4.6M
|
-$4.68M
|
-339,826
|
-50%
|
|
|
5
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$3.83M
|
+$242K
|
+17,604
|
+7%
|
|
|
6
|
Stapp Wealth Management
Olympia,
Washington
|
$3.53M
|
-$305K
|
-22,166
|
-8%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.88M
|
+$1.92M
|
+139,451
|
New
|
|
|
8
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$1.76M
|
-$2.52M
|
-182,822
|
-58%
|
|
|
9
|
|
$1.6M
|
+$452K
|
+32,827
|
+38%
|
|
|
10
|
Continuum Advisory
Eagle,
Idaho
|
$1.13M
|
-$961K
|
-69,829
|
-45%
|
|
|
11
|
Private Client Services
Louisville,
Kentucky
|
$1.05M
|
+$7.36K
|
+535
|
+0.7%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$932K
|
-$224K
|
-16,287
|
-19%
|
|
|
13
|
Elevated Capital Advisors
Sandy,
Utah
|
$804K
|
-$24.3K
|
-1,765
|
-3%
|
|
|
14
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$596K
|
+$608K
|
+44,140
|
New
|
|
|
15
|
Great Lakes Retirement
Sandusky,
Ohio
|
$344K
|
-$386K
|
-28,023
|
-52%
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
$311K
|
+$317K
|
+23,052
|
New
|
|
|
17
|
Professional Financial Advisors
North Platte,
Nebraska
|
$269K
|
-$2.08K
|
-151
|
-0.8%
|
|
|
18
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$269K
|
-$18K
|
-1,311
|
-6%
|
|
|
19
|
CreativeOne Wealth
Overland Park,
Kansas
|
$244K
|
-$75.4K
|
-5,476
|
-23%
|
|
|
20
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$243K
|
-$461K
|
-33,461
|
-65%
|
|
|
21
|
Rinkey Investments
San Diego,
California
|
$243K
|
–
|
–
|
–
|
|
|
22
|
Straight Path Wealth Management
Jenison,
Michigan
|
$232K
|
+$68.1K
|
+4,950
|
+40%
|
|
|
23
|
NDVR Inc
Boston,
Massachusetts
|
$217K
|
-$6.17K
|
-448
|
-3%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$138K
|
-$2.44K
|
-177
|
-2%
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
$128K
|
+$13.6K
|
+987
|
+12%
|
|
