|
1
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.5M
|
+$3.82M
|
+157,030
|
New
|
|
|
2
|
Prosperity Financial Group
San Ramon,
California
|
$2.57M
|
+$2.81M
|
+115,251
|
New
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$1.82M
|
+$1.99M
|
+81,575
|
New
|
|
|
4
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.01M
|
+$613K
|
+25,180
|
+125%
|
|
|
5
|
Wayfinding Financial
Lynnwood,
Washington
|
$438K
|
–
|
–
|
–
|
|
|
6
|
GK Wealth Management
Reno,
Nevada
|
$402K
|
+$439K
|
+18,045
|
New
|
|
|
7
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$377K
|
+$412K
|
+16,906
|
New
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$377K
|
+$411K
|
+16,887
|
New
|
|
|
9
|
CoreCap Advisors
Southfield,
Michigan
|
$327K
|
+$357K
|
+14,652
|
New
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$324K
|
+$113K
|
+4,634
|
+47%
|
|
|
11
|
Advisory Services Network
Atlanta,
Georgia
|
$318K
|
+$348K
|
+14,276
|
New
|
|
|
12
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$305K
|
+$114K
|
+4,680
|
+52%
|
|
|
13
|
Axxcess Wealth Management
Carlsbad,
California
|
$293K
|
-$183K
|
-7,496
|
-36%
|
|
|
14
|
TownSquare Capital
Provo,
Utah
|
$293K
|
+$319K
|
+13,117
|
New
|
|
|
15
|
Continental Investors Services
Longview,
Washington
|
$220K
|
+$146K
|
+6,005
|
New
|
|
|
16
|
Rossby Financial
Melbourne,
Florida
|
$34.6K
|
+$36.9K
|
+1,517
|
New
|
|
|
17
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$3.21K
|
+$1.56K
|
+64
|
+80%
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$870
|
+$950
|
+39
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$22
|
-$3.58K
|
-147
|
-99%
|
|
