|
1
|
True Wealth Design
Akron,
Ohio
|
$11.8M
|
+$1.03M
|
+76,510
|
+9%
|
|
|
2
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$4.8M
|
-$97.3K
|
-7,224
|
-2%
|
|
|
3
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$4.15M
|
+$2.08M
|
+154,540
|
+55%
|
|
|
4
|
Stapp Wealth Management
Olympia,
Washington
|
$2.84M
|
-$610K
|
-45,283
|
-17%
|
|
|
5
|
Continuum Advisory
Eagle,
Idaho
|
$2.04M
|
+$957K
|
+71,073
|
+85%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$1.99M
|
-$2.56M
|
-189,774
|
-56%
|
|
|
7
|
Private Client Services
Louisville,
Kentucky
|
$1.1M
|
+$84.1K
|
+6,247
|
+8%
|
|
|
8
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$837K
|
+$264K
|
+19,600
|
+44%
|
|
|
9
|
Hilltop Holdings
Dallas,
Texas
|
$766K
|
-$6.35M
|
-471,407
|
-89%
|
|
|
10
|
Inspire Advisors
Meridian,
Idaho
|
$721K
|
+$740K
|
+54,918
|
New
|
|
|
11
|
CreativeOne Wealth
Overland Park,
Kansas
|
$450K
|
+$218K
|
+16,174
|
+89%
|
|
|
12
|
Great Lakes Retirement
Sandusky,
Ohio
|
$296K
|
-$39.1K
|
-2,901
|
-11%
|
|
|
13
|
Rinkey Investments
San Diego,
California
|
$236K
|
–
|
–
|
–
|
|
|
14
|
Straight Path Wealth Management
Jenison,
Michigan
|
$236K
|
+$10.1K
|
+750
|
+4%
|
|
|
15
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$181K
|
-$83K
|
-6,162
|
-31%
|
|
|
16
|
Elevated Capital Advisors
Sandy,
Utah
|
$157K
|
-$641K
|
-47,592
|
-80%
|
|
|
17
|
RHS Financial
San Francisco,
California
|
$155K
|
+$159K
|
+11,794
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$133K
|
-$1.19K
|
-88
|
-0.9%
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$68.1K
|
-$57.7K
|
-4,288
|
-45%
|
|
|
20
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$57.8K
|
-$1.7M
|
-126,186
|
-97%
|
|
|
21
|
Kingdom Financial Group
Peoria,
Arizona
|
$57.8K
|
-$59.2K
|
-4,399
|
-50%
|
|
|
22
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$33.2K
|
-$19.5K
|
-1,450
|
-36%
|
|
|
23
|
Networth Advisors
Canonsburg,
Pennsylvania
|
$9.72K
|
-$22.1K
|
-1,642
|
-69%
|
|
|
24
|
Geneos Wealth Management
Englewood,
Colorado
|
$6.55K
|
+$40
|
+3
|
+0.6%
|
|
|
25
|
Virtus ETF Advisers
New York
|
$3.32K
|
+$81
|
+6
|
+2%
|
|
