|
1
|
McIlrath & Eck
Arlington,
Washington
|
$38.1M
|
+$2.96M
|
+48,312
|
+9%
|
|
|
2
|
Berger Financial Group
Plymouth,
Minnesota
|
$10.9M
|
+$10.3M
|
+168,856
|
New
|
|
|
3
|
WMS Partners
Towson,
Maryland
|
$10.2M
|
+$9.73M
|
+159,046
|
New
|
|
|
4
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$8.31M
|
+$7.51M
|
+122,628
|
+1,819%
|
|
|
5
|
CGN Advisors
Manhattan,
Kansas
|
$6M
|
+$698K
|
+11,409
|
+14%
|
|
|
6
|
Envision Financial Planning
Memphis,
Tennessee
|
$5.99M
|
+$5.7M
|
+93,174
|
New
|
|
|
7
|
American Century Companies
Kansas City,
Missouri
|
$5.61M
|
+$618K
|
+10,099
|
+13%
|
|
|
8
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$4.25M
|
+$2.9M
|
+47,418
|
+254%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$2.39M
|
+$2.28M
|
+37,245
|
New
|
|
|
10
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.22M
|
+$598K
|
+9,771
|
+40%
|
|
|
11
|
Arlington Financial Advisors
Santa Barbara,
California
|
$1.32M
|
+$63.8K
|
+1,043
|
+5%
|
|
|
12
|
|
$1.3M
|
–
|
–
|
–
|
|
|
13
|
Plancorp LLC
Saint Louis,
Missouri
|
$834K
|
+$268K
|
+4,376
|
+51%
|
|
|
14
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$800K
|
+$762K
|
+12,450
|
New
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$700K
|
+$380K
|
+6,205
|
+132%
|
|
|
16
|
Farther Finance Advisors
San Francisco,
California
|
$589K
|
+$561K
|
+9,172
|
New
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$491K
|
+$468K
|
+7,641
|
New
|
|
|
18
|
Paragon Advisors
College Station,
Texas
|
$397K
|
-$160K
|
-2,617
|
-30%
|
|
|
19
|
LexAurum Advisors
Overland Park,
Kansas
|
$379K
|
+$38.3K
|
+625
|
+12%
|
|
|
20
|
Atwood & Palmer
Kansas City,
Missouri
|
$112K
|
–
|
–
|
–
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$16.9K
|
–
|
–
|
–
|
|
|
22
|
My Personal CFO LLC
Vancouver,
Washington
|
–
|
-$328K
|
-5,528
|
Closed
|
|
