|
1
|
SimpliFi Inc
San Diego,
California
|
$12.3M
|
+$12.2M
|
+400,701
|
New
|
|
|
2
|
Systelligence LLC
Bloomington,
Minnesota
|
$10.1M
|
+$5.32M
|
+174,773
|
+113%
|
|
|
3
|
Retirement Guys Formula
Maumee,
Ohio
|
$4.77M
|
+$4.75M
|
+155,807
|
New
|
|
|
4
|
Colony Group
Boston,
Massachusetts
|
$3.82M
|
+$3.81M
|
+124,958
|
New
|
|
|
5
|
|
$3.34M
|
+$2.49M
|
+81,810
|
+298%
|
|
|
6
|
Fortune 45 LLC
Gonzales,
Louisiana
|
$2.79M
|
+$2.78M
|
+91,395
|
New
|
|
|
7
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$2.71M
|
+$2.7M
|
+88,564
|
New
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.75M
|
+$1.75M
|
+57,307
|
New
|
|
|
9
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.6M
|
+$1.59M
|
+52,158
|
New
|
|
|
10
|
Calton & Associates
Tampa,
Florida
|
$1.25M
|
+$1.24M
|
+40,866
|
New
|
|
|
11
|
Cetera Advisor Networks
El Segundo,
California
|
$968K
|
+$964K
|
+31,638
|
New
|
|
|
12
|
Axxcess Wealth Management
Carlsbad,
California
|
$620K
|
+$618K
|
+20,284
|
New
|
|
|
13
|
|
$505K
|
+$24.2K
|
+794
|
+5%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$408K
|
+$180K
|
+5,901
|
+79%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$399K
|
+$179K
|
+5,889
|
+82%
|
|
|
16
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$333K
|
+$331K
|
+10,881
|
New
|
|
|
17
|
Integrated Advisors Network
Dallas,
Texas
|
$268K
|
+$267K
|
+8,766
|
New
|
|
|
18
|
Meridian Wealth Management
Lexington,
Kentucky
|
$258K
|
+$257K
|
+8,425
|
New
|
|
|
19
|
American Portfolios Advisors
Holbrook,
New York
|
$187K
|
+$29.6K
|
+973
|
+19%
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$51K
|
+$50.7K
|
+1,666
|
New
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
$51K
|
+$51.5K
|
+1,690
|
New
|
|
|
22
|
Accel Wealth Management
Waverly,
Iowa
|
$10K
|
+$10.2K
|
+335
|
New
|
|
|
23
|
Spire Wealth Management
Mclean,
Virginia
|
$6K
|
–
|
–
|
–
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.43M
|
-47,677
|
Closed
|
|
|
25
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
–
|
-$6K
|
-200
|
Closed
|
|
