|
1
|
True Wealth Design
Akron,
Ohio
|
US$ 19 mi
|
+US$ 7,57 mi
|
+588.177
|
+65%
|
|
|
2
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
US$ 4,9 mi
|
+US$ 239 mil
|
+18.560
|
+5%
|
|
|
3
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
US$ 4,59 mi
|
+US$ 553 mil
|
+42.986
|
+10%
|
|
|
4
|
Stapp Wealth Management
Olympia,
Washington
|
US$ 2,78 mi
|
+US$ 13,5 mil
|
+1.052
|
+0,5%
|
|
|
5
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
US$ 2,53 mi
|
+US$ 2,56 mi
|
+198.552
|
Nova
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
US$ 2,45 mi
|
+US$ 522 mil
|
+40.560
|
+27%
|
|
|
7
|
Continuum Advisory
Eagle,
Idaho
|
US$ 2,21 mi
|
+US$ 231 mil
|
+17.964
|
+12%
|
|
|
8
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
US$ 1,68 mi
|
+US$ 1,69 mi
|
+131.320
|
Nova
|
|
|
9
|
Private Client Services
Louisville,
Kentucky
|
US$ 691 mil
|
-US$ 384 mil
|
-29.830
|
-36%
|
|
|
10
|
CreativeOne Wealth
Overland Park,
Kansas
|
US$ 680 mil
|
+US$ 244 mil
|
+18.958
|
+55%
|
|
|
11
|
Lloyd Advisory Services
Suwanee,
Georgia
|
US$ 322 mil
|
+US$ 269 mil
|
+20.859
|
+474%
|
|
|
12
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
US$ 281 mil
|
+US$ 106 mil
|
+8.211
|
+60%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
US$ 278 mil
|
+US$ 280 mil
|
+21.742
|
Nova
|
|
|
14
|
Great Lakes Retirement
Sandusky,
Ohio
|
US$ 267 mil
|
-US$ 21,6 mil
|
-1.674
|
-7%
|
|
|
15
|
Lane Brothers & Co
Prescott,
Arizona
|
US$ 242 mil
|
+US$ 244 mil
|
+18.930
|
Nova
|
|
|
16
|
Rinkey Investments
San Diego,
California
|
US$ 230 mil
|
–
|
–
|
–
|
|
|
17
|
Straight Path Wealth Management
Jenison,
Michigan
|
US$ 210 mil
|
-US$ 19,3 mil
|
-1.500
|
-8%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
US$ 149 mil
|
+US$ 19,1 mil
|
+1.484
|
+15%
|
|
|
19
|
Pathstone Holdings
Englewood,
New Jersey
|
US$ 147 mil
|
+US$ 148 mil
|
+11.519
|
Nova
|
|
|
20
|
Elevated Capital Advisors
Sandy,
Utah
|
US$ 142 mil
|
-US$ 10,8 mil
|
-839
|
-7%
|
|
|
21
|
RHS Financial
San Francisco,
California
|
US$ 130 mil
|
-US$ 20,8 mil
|
-1.616
|
-14%
|
|
|
22
|
Kingdom Financial Group
Peoria,
Arizona
|
US$ 46,6 mil
|
-US$ 9,7 mil
|
-751
|
-17%
|
|
|
23
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
US$ 33,7 mil
|
+US$ 34 mil
|
+2.639
|
Nova
|
|
|
24
|
Networth Advisors
Canonsburg,
Pennsylvania
|
US$ 17,7 mil
|
+US$ 8,32 mil
|
+646
|
+87%
|
|
|
25
|
IFG Advisory
Atlanta,
Georgia
|
US$ 12,3 mil
|
+US$ 12,4 mil
|
+964
|
Nova
|
|
