|
1
|
CreativeOne Wealth
Overland Park,
Kansas
|
$4.33M
|
+$150K
|
+6,305
|
+4%
|
|
|
2
|
Arete Wealth Advisors
Chicago,
Illinois
|
$3.62M
|
+$3.25M
|
+136,646
|
New
|
|
|
3
|
Prosperity Financial Group
San Ramon,
California
|
$3.2M
|
+$131K
|
+5,525
|
+5%
|
|
|
4
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.27M
|
+$60.1K
|
+2,528
|
+6%
|
|
|
5
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$821K
|
+$335K
|
+14,096
|
+83%
|
|
|
6
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$755K
|
+$677K
|
+28,491
|
New
|
|
|
7
|
Wayfinding Financial
Lynnwood,
Washington
|
$675K
|
+$123K
|
+5,168
|
+26%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$533K
|
-$1.46M
|
-61,445
|
-75%
|
|
|
9
|
GK Wealth Management
Reno,
Nevada
|
$471K
|
-$6.49K
|
-273
|
-2%
|
|
|
10
|
Navigation Wealth Management
Fort Collins,
Colorado
|
$447K
|
+$401K
|
+16,875
|
New
|
|
|
11
|
CoreCap Advisors
Southfield,
Michigan
|
$426K
|
+$34.7K
|
+1,461
|
+10%
|
|
|
12
|
Advisory Services Network
Atlanta,
Georgia
|
$402K
|
+$12.4K
|
+523
|
+4%
|
|
|
13
|
Axxcess Wealth Management
Carlsbad,
California
|
$379K
|
+$27.9K
|
+1,173
|
+9%
|
|
|
14
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$351K
|
-$10.4K
|
-437
|
-3%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$329K
|
-$50.5K
|
-2,124
|
-15%
|
|
|
16
|
Alteri Wealth
Westlake Village,
California
|
$250K
|
+$224K
|
+9,435
|
New
|
|
|
17
|
Continental Investors Services
Longview,
Washington
|
$247K
|
+$149K
|
+6,282
|
+105%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$243K
|
-$183K
|
-7,710
|
-46%
|
|
|
19
|
GeoWealth Management
Chicago,
Illinois
|
$128K
|
+$114K
|
+4,814
|
New
|
|
|
20
|
Rossby Financial
Melbourne,
Florida
|
$43.7K
|
+$3.16K
|
+133
|
+9%
|
|
|
21
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$2.75K
|
-$950
|
-40
|
-28%
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$1.32K
|
+$261
|
+11
|
+28%
|
|
|
23
|
TownSquare Capital
Provo,
Utah
|
–
|
-$293K
|
-13,117
|
Closed
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
–
|
-$22
|
-1
|
Closed
|
|
