|
1
|
Zacks Investment Management
Chicago,
Illinois
|
$14M
|
+$13.6M
|
+526,551
|
New
|
|
|
2
|
GeoWealth Management
Chicago,
Illinois
|
$4.15M
|
+$4.05M
|
+156,507
|
New
|
|
|
3
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$3.87M
|
+$3.77M
|
+145,934
|
New
|
|
|
4
|
Continental Investors Services
Longview,
Washington
|
$3.58M
|
+$1.43M
|
+55,164
|
+81%
|
|
|
5
|
Arete Wealth Advisors
Chicago,
Illinois
|
$2.98M
|
+$1.87M
|
+72,248
|
+181%
|
|
|
6
|
Navigation Wealth Management
Fort Collins,
Colorado
|
$2.42M
|
+$275K
|
+10,624
|
+13%
|
|
|
7
|
Advisory Services Network
Atlanta,
Georgia
|
$2.41M
|
+$122K
|
+4,701
|
+5%
|
|
|
8
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$2.31M
|
+$509K
|
+19,671
|
+29%
|
|
|
9
|
Axxcess Wealth Management
Carlsbad,
California
|
$2.05M
|
-$78.7K
|
-3,044
|
-4%
|
|
|
10
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.65M
|
+$1.61M
|
+62,344
|
New
|
|
|
11
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$1.29M
|
+$231K
|
+8,944
|
+23%
|
|
|
12
|
Advyzon Investment Management
Lisle,
Illinois
|
$1.22M
|
+$1.19M
|
+46,124
|
New
|
|
|
13
|
Alteri Wealth
Westlake Village,
California
|
$901K
|
+$878K
|
+33,968
|
New
|
|
|
14
|
EJMK Ventures
Itasca,
Illinois
|
$836K
|
+$815K
|
+31,537
|
New
|
|
|
15
|
Simplicity Wealth
Summit,
New Jersey
|
$765K
|
+$56.4K
|
+2,183
|
+8%
|
|
|
16
|
Stirlingshire Investments
New York
|
$695K
|
+$676K
|
+26,157
|
New
|
|
|
17
|
Ignite Planners
San Clemente,
California
|
$663K
|
+$607K
|
+23,491
|
New
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$624K
|
-$390K
|
-15,067
|
-39%
|
|
|
19
|
Koshinski Asset Management
Decatur,
Illinois
|
$601K
|
+$586K
|
+22,658
|
New
|
|
|
20
|
Victory Financial Group
Austin,
Texas
|
$574K
|
+$560K
|
+21,659
|
New
|
|
|
21
|
Unique Wealth
Clearwater,
Florida
|
$572K
|
+$62.5K
|
+2,417
|
+13%
|
|
|
22
|
Vise Technologies
New York
|
$556K
|
+$542K
|
+20,956
|
New
|
|
|
23
|
Carter Financial Group
Barrington,
Illinois
|
$493K
|
+$480K
|
+18,565
|
New
|
|
|
24
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$481K
|
+$469K
|
+18,142
|
New
|
|
|
25
|
CreativeOne Wealth
Overland Park,
Kansas
|
$474K
|
+$225K
|
+8,717
|
+95%
|
|
