|
1
|
AssetMark Inc
Concord,
California
|
$17M
|
+$17M
|
+678,751
|
New
|
|
|
2
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$11.7M
|
+$11.7M
|
+466,877
|
New
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.2M
|
+$4.2M
|
+167,668
|
New
|
|
|
4
|
|
$2.22M
|
+$2.22M
|
+88,573
|
New
|
|
|
5
|
Sunbelt Securities
Houston,
Texas
|
$1.98M
|
+$1.98M
|
+79,149
|
New
|
|
|
6
|
Atria Investments
Charlotte,
North Carolina
|
$1.47M
|
+$1.47M
|
+58,720
|
New
|
|
|
7
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.44M
|
+$1.44M
|
+57,574
|
New
|
|
|
8
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1.09M
|
+$1.1M
|
+43,720
|
New
|
|
|
9
|
IFP Advisors
Tampa,
Florida
|
$1.05M
|
+$1.05M
|
+42,073
|
New
|
|
|
10
|
MGO One Seven
Beachwood,
Ohio
|
$856K
|
+$858K
|
+34,201
|
New
|
|
|
11
|
Strategic Blueprint
Atlanta,
Georgia
|
$795K
|
+$797K
|
+31,780
|
New
|
|
|
12
|
Fulcrum Equity Management
Plano,
Texas
|
$627K
|
+$628K
|
+25,065
|
New
|
|
|
13
|
Legacy Wealth Partners (Colorado)
Lakewood,
Colorado
|
$543K
|
+$544K
|
+21,714
|
New
|
|
|
14
|
VisionPoint Advisory Group
Dallas,
Texas
|
$495K
|
+$496K
|
+19,768
|
New
|
|
|
15
|
RFG Advisory
Birmingham,
Alabama
|
$430K
|
+$430K
|
+17,165
|
New
|
|
|
16
|
TFB Advisors
Overland Park,
Kansas
|
$308K
|
+$309K
|
+12,317
|
New
|
|
|
17
|
Fiscal Wisdom Wealth Management
Canton,
Connecticut
|
$288K
|
+$288K
|
+11,499
|
New
|
|
|
18
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$205K
|
+$206K
|
+8,209
|
New
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$87K
|
+$86.8K
|
+3,462
|
New
|
|
|
20
|
Rossby Financial
Melbourne,
Florida
|
$3.85K
|
+$3.86K
|
+154
|
New
|
|
