|
1
|
CreativeOne Wealth
Overland Park,
Kansas
|
$6.2M
|
-$2.22M
|
-76,335
|
-25%
|
|
|
2
|
GeoWealth Management
Chicago,
Illinois
|
$4.53M
|
+$3.44M
|
+118,093
|
+255%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.99M
|
+$3.75M
|
+128,938
|
+812%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$3.68M
|
+$3.89M
|
+133,537
|
New
|
|
|
5
|
Arete Wealth Advisors
Chicago,
Illinois
|
$3.6M
|
-$262K
|
-8,992
|
-6%
|
|
|
6
|
Prosperity Financial Group
San Ramon,
California
|
$3.53M
|
-$144K
|
-4,961
|
-4%
|
|
|
7
|
Continental Investors Services
Longview,
Washington
|
$3.27M
|
+$2.28M
|
+78,339
|
+314%
|
|
|
8
|
|
$2.39M
|
+$2.53M
|
+86,759
|
New
|
|
|
9
|
Strive Financial Group
Carmel,
Indiana
|
$2.25M
|
+$209K
|
+7,170
|
+10%
|
|
|
10
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.97M
|
+$165K
|
+5,667
|
+9%
|
|
|
11
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$1.55M
|
+$141K
|
+4,855
|
+9%
|
|
|
12
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.34M
|
+$1.09M
|
+37,492
|
+338%
|
|
|
13
|
CoreCap Advisors
Southfield,
Michigan
|
$1.28M
|
+$259K
|
+8,882
|
+24%
|
|
|
14
|
Advisory Services Network
Atlanta,
Georgia
|
$941K
|
+$538K
|
+18,475
|
+118%
|
|
|
15
|
Axim Planning & Wealth
Springboro,
Ohio
|
$905K
|
+$101K
|
+3,484
|
+12%
|
|
|
16
|
Koshinski Asset Management
Decatur,
Illinois
|
$900K
|
+$202K
|
+6,932
|
+27%
|
|
|
17
|
Advyzon Investment Management
Lisle,
Illinois
|
$720K
|
+$177K
|
+6,072
|
+30%
|
|
|
18
|
Wayfinding Financial
Lynnwood,
Washington
|
$670K
|
-$14.9K
|
-511
|
-2%
|
|
|
19
|
Vise Technologies
New York
|
$668K
|
–
|
–
|
–
|
|
|
20
|
Hardworking Capital Advisors
Palm Desert,
California
|
$637K
|
+$19.6K
|
+672
|
+3%
|
|
|
21
|
EJMK Ventures
Itasca,
Illinois
|
$598K
|
-$354K
|
-12,151
|
-36%
|
|
|
22
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$597K
|
+$25.7K
|
+883
|
+4%
|
|
|
23
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$580K
|
+$207K
|
+7,126
|
+51%
|
|
|
24
|
Navigation Wealth Management
Fort Collins,
Colorado
|
$502K
|
+$58.8K
|
+2,021
|
+12%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$454K
|
+$212K
|
+7,273
|
+79%
|
|
