|
1
|
GeoWealth Management
Chicago,
Illinois
|
$9.04M
|
+$4.98M
|
+178,702
|
+114%
|
|
|
2
|
Continental Investors Services
Longview,
Washington
|
$7.54M
|
+$3.77M
|
+135,228
|
+110%
|
|
|
3
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$4.22M
|
+$291K
|
+10,426
|
+7%
|
|
|
4
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$2.66M
|
+$2.25M
|
+80,548
|
+444%
|
|
|
5
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$2.62M
|
+$285K
|
+10,235
|
+12%
|
|
|
6
|
Navigation Wealth Management
Fort Collins,
Colorado
|
$2.37M
|
-$87.9K
|
-3,152
|
-3%
|
|
|
7
|
Advisory Services Network
Atlanta,
Georgia
|
$2.34M
|
-$111K
|
-3,991
|
-4%
|
|
|
8
|
Arete Wealth Advisors
Chicago,
Illinois
|
$2.31M
|
-$728K
|
-26,090
|
-23%
|
|
|
9
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.11M
|
+$445K
|
+15,955
|
+26%
|
|
|
10
|
Advyzon Investment Management
Lisle,
Illinois
|
$1.6M
|
+$366K
|
+13,125
|
+28%
|
|
|
11
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$1.26M
|
-$47.8K
|
-1,713
|
-4%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.06M
|
+$1.1M
|
+39,404
|
New
|
|
|
13
|
Alteri Wealth
Westlake Village,
California
|
$915K
|
-$920
|
-33
|
-0.1%
|
|
|
14
|
|
$832K
|
+$395K
|
+14,171
|
+85%
|
|
|
15
|
Koshinski Asset Management
Decatur,
Illinois
|
$789K
|
+$184K
|
+6,590
|
+29%
|
|
|
16
|
Simplicity Wealth
Summit,
New Jersey
|
$788K
|
+$10.7K
|
+385
|
+1%
|
|
|
17
|
EJMK Ventures
Itasca,
Illinois
|
$756K
|
-$97.5K
|
-3,494
|
-11%
|
|
|
18
|
Stirlingshire Investments
New York
|
$718K
|
+$12.9K
|
+463
|
+2%
|
|
|
19
|
CreativeOne Wealth
Overland Park,
Kansas
|
$613K
|
+$136K
|
+4,868
|
+27%
|
|
|
20
|
Ignite Planners
San Clemente,
California
|
$612K
|
-$13.8K
|
-496
|
-2%
|
|
|
21
|
Unique Wealth
Clearwater,
Florida
|
$601K
|
+$19.9K
|
+712
|
+3%
|
|
|
22
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$578K
|
+$176K
|
+6,314
|
+42%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$568K
|
-$68.7K
|
-2,463
|
-10%
|
|
|
24
|
Vise Technologies
New York
|
$556K
|
–
|
–
|
–
|
|
|
25
|
Integrity Wealth Partners
Walnut Creek,
California
|
$509K
|
+$526K
|
+18,870
|
New
|
|
