|
1
|
Avior Wealth Management
Omaha,
Nebraska
|
$45.5M
|
+$5.51M
|
+131,956
|
+15%
|
|
|
2
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$34.7M
|
+$4.4M
|
+105,370
|
+16%
|
|
|
3
|
GeoWealth Management
Chicago,
Illinois
|
$16.8M
|
+$3.42M
|
+81,832
|
+28%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.1M
|
+$3.67M
|
+87,969
|
+43%
|
|
|
5
|
Steward Partners Investment Advisory
New York
|
$11.9M
|
+$11.1M
|
+266,022
|
+665,055%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$11.4M
|
+$3.66M
|
+87,678
|
+52%
|
|
|
7
|
CreativeOne Wealth
Overland Park,
Kansas
|
$10.9M
|
-$6.98M
|
-167,036
|
-41%
|
|
|
8
|
Continental Investors Services
Longview,
Washington
|
$10.6M
|
+$2.72M
|
+65,130
|
+36%
|
|
|
9
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$9.73M
|
+$255K
|
+6,111
|
+3%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$9.55M
|
+$4.43M
|
+106,127
|
+98%
|
|
|
11
|
Strive Financial Group
Carmel,
Indiana
|
$9.18M
|
+$6.7M
|
+160,506
|
+354%
|
|
|
12
|
Koshinski Asset Management
Decatur,
Illinois
|
$6.61M
|
+$406K
|
+9,709
|
+7%
|
|
|
13
|
Arete Wealth Advisors
Chicago,
Illinois
|
$5.08M
|
-$105K
|
-2,508
|
-2%
|
|
|
14
|
Strategic Blueprint
Atlanta,
Georgia
|
$3.54M
|
+$253K
|
+6,067
|
+8%
|
|
|
15
|
Advisory Services Network
Atlanta,
Georgia
|
$3.4M
|
-$71.4K
|
-1,709
|
-2%
|
|
|
16
|
Maia Wealth
Denver,
Colorado
|
$3.21M
|
+$313K
|
+7,502
|
+12%
|
|
|
17
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$3.21M
|
+$63.9K
|
+1,529
|
+2%
|
|
|
18
|
Navigation Wealth Management
Fort Collins,
Colorado
|
$3M
|
+$358K
|
+8,573
|
+15%
|
|
|
19
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$2.44M
|
-$366K
|
-8,755
|
-14%
|
|
|
20
|
Focused Alpha LLC
Denver,
Colorado
|
$2.4M
|
+$2.25M
|
+53,882
|
New
|
|
|
21
|
Advyzon Investment Management
Lisle,
Illinois
|
$2.33M
|
+$272K
|
+6,511
|
+14%
|
|
|
22
|
Prosperity Financial Group
San Ramon,
California
|
$2.31M
|
+$22.6K
|
+540
|
+1%
|
|
|
23
|
Farther Finance Advisors
San Francisco,
California
|
$2.12M
|
+$1.97M
|
+47,197
|
+13,258%
|
|
|
24
|
Alteri Wealth
Westlake Village,
California
|
$1.83M
|
-$47.6K
|
-1,139
|
-3%
|
|
|
25
|
Golden State Wealth Management
Santa Ana,
California
|
$1.77M
|
+$1.66M
|
+39,660
|
New
|
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