|
1
|
Avior Wealth Management
Omaha,
Nebraska
|
$6.31M
|
+$5.89M
|
+199,298
|
New
|
|
|
2
|
Wayfinding Financial
Lynnwood,
Washington
|
$4.4M
|
+$4.26M
|
+144,336
|
New
|
|
|
3
|
Arete Wealth Advisors
Chicago,
Illinois
|
$3.93M
|
+$2.31M
|
+78,272
|
+170%
|
|
|
4
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$1.62M
|
+$433K
|
+14,651
|
+40%
|
|
|
5
|
CreativeOne Wealth
Overland Park,
Kansas
|
$867K
|
+$809K
|
+27,388
|
New
|
|
|
6
|
Advisory Services Network
Atlanta,
Georgia
|
$771K
|
+$325K
|
+11,005
|
+82%
|
|
|
7
|
CoreCap Advisors
Southfield,
Michigan
|
$597K
|
+$557K
|
+18,864
|
New
|
|
|
8
|
LifePro Asset Management
San Diego,
California
|
$538K
|
+$798
|
+27
|
+0.2%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$499K
|
+$466K
|
+15,771
|
New
|
|
|
10
|
Freedom Investment Management
Hartford,
Connecticut
|
$454K
|
+$424K
|
+14,358
|
New
|
|
|
11
|
Continental Investors Services
Longview,
Washington
|
$398K
|
+$375K
|
+12,678
|
New
|
|
|
12
|
Ignite Planners
San Clemente,
California
|
$251K
|
+$236K
|
+7,990
|
New
|
|
|
13
|
Westside Investment Management
Santa Monica,
California
|
$57.3K
|
+$53.8K
|
+1,822
|
New
|
|
|
14
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$16.6K
|
+$16.2K
|
+549
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$981
|
+$916
|
+31
|
New
|
|
|
16
|
Zacks Investment Management
Chicago,
Illinois
|
–
|
-$6.75M
|
-236,134
|
Closed
|
|
|
17
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
–
|
-$201K
|
-7,034
|
Closed
|
|
