|
1
|
AE Wealth Management
Topeka,
Kansas
|
$23.6M
|
-$13.7M
|
-273,050
|
-37%
|
|
|
2
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$10.8M
|
+$10.8M
|
+214,697
|
New
|
|
|
3
|
Titan Managers
Scottsdale,
Arizona
|
$6.26M
|
-$6.11M
|
-121,591
|
-49%
|
|
|
4
|
Upper Left Wealth Management
Tampa,
Florida
|
$3.54M
|
-$3.54M
|
-70,484
|
-50%
|
|
|
5
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$2.94M
|
+$2.94M
|
+58,406
|
New
|
|
|
6
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$1.93M
|
-$1.94M
|
-38,454
|
-50%
|
|
|
7
|
Beacon Financial Group
Dallas,
Texas
|
$1.26M
|
-$1.27M
|
-25,242
|
-50%
|
|
|
8
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$1.05M
|
+$1.05M
|
+20,872
|
New
|
|
|
9
|
Apella Capital
West Hartford,
Connecticut
|
$737K
|
+$737K
|
+14,663
|
New
|
|
|
10
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$660K
|
-$660K
|
-13,120
|
-50%
|
|
|
11
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$626K
|
-$905K
|
-17,999
|
-59%
|
|
|
12
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$583K
|
+$583K
|
+11,589
|
New
|
|
|
13
|
Investment House LLC
Redondo Beach,
California
|
$442K
|
-$442K
|
-8,793
|
-50%
|
|
|
14
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$399K
|
-$399K
|
-7,931
|
-50%
|
|
|
15
|
Blue Edge Capital
Richmond,
Virginia
|
$372K
|
+$372K
|
+7,390
|
New
|
|
|
16
|
FirstPurpose Wealth
Orem,
Utah
|
$361K
|
+$361K
|
+7,175
|
New
|
|
|
17
|
Trek Financial
Scottsdale,
Arizona
|
$259K
|
-$374K
|
-7,435
|
-59%
|
|
|
18
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$257K
|
–
|
–
|
–
|
|
|
19
|
Surevest
Los Angeles,
California
|
$170K
|
-$196K
|
-3,902
|
-54%
|
|
|
20
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$135K
|
-$126K
|
-2,509
|
-48%
|
|
|
21
|
Evanson Asset Management
Carmel,
California
|
$105K
|
+$105K
|
+2,083
|
New
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$521M
|
-20,769,395
|
Closed
|
|
|
23
|
Richard Bernstein Advisors
New York
|
–
|
-$317M
|
-12,631,086
|
Closed
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$99.1M
|
-3,951,758
|
Closed
|
|
|
25
|
Venturi Wealth Management
Austin,
Texas
|
–
|
-$84.2M
|
-3,354,218
|
Closed
|
|
