|
1
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$19.3M
|
+$4.7M
|
+148,843
|
+34%
|
|
|
2
|
Avior Wealth Management
Omaha,
Nebraska
|
$13.6M
|
+$1.42M
|
+45,107
|
+12%
|
|
|
3
|
Wayfinding Financial
Lynnwood,
Washington
|
$4.72M
|
-$31.9K
|
-1,012
|
-0.7%
|
|
|
4
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$4.2M
|
+$790K
|
+25,044
|
+25%
|
|
|
5
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.99M
|
+$1.4M
|
+44,414
|
+58%
|
|
|
6
|
Prosperity Financial Group
San Ramon,
California
|
$3.31M
|
+$3.15M
|
+100,013
|
New
|
|
|
7
|
Axxcess Wealth Management
Carlsbad,
California
|
$3.28M
|
-$339K
|
-10,743
|
-10%
|
|
|
8
|
Arete Wealth Advisors
Chicago,
Illinois
|
$3.17M
|
-$1.89M
|
-59,913
|
-38%
|
|
|
9
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.8M
|
+$1.72M
|
+54,519
|
New
|
|
|
10
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$1.4M
|
+$103K
|
+3,274
|
+8%
|
|
|
11
|
Advisory Services Network
Atlanta,
Georgia
|
$1.12M
|
–
|
–
|
–
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$836K
|
+$797K
|
+25,265
|
New
|
|
|
13
|
Continental Investors Services
Longview,
Washington
|
$723K
|
+$1.45K
|
+46
|
+0.2%
|
|
|
14
|
LifePro Asset Management
San Diego,
California
|
$723K
|
+$113K
|
+3,581
|
+20%
|
|
|
15
|
CoreCap Advisors
Southfield,
Michigan
|
$564K
|
-$47.8K
|
-1,516
|
-8%
|
|
|
16
|
Freedom Investment Management
Hartford,
Connecticut
|
$396K
|
+$62.1K
|
+1,970
|
+20%
|
|
|
17
|
Ignite Planners
San Clemente,
California
|
$313K
|
+$42.3K
|
+1,340
|
+17%
|
|
|
18
|
Atria Investments
Charlotte,
North Carolina
|
$278K
|
-$2.59K
|
-82
|
-1%
|
|
|
19
|
Axiom Financial Strategies
New Albany,
Indiana
|
$278K
|
+$265K
|
+8,396
|
New
|
|
|
20
|
|
$267K
|
+$255K
|
+8,078
|
New
|
|
|
21
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$258K
|
+$224K
|
+7,107
|
New
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$110K
|
+$105K
|
+3,314
|
New
|
|
|
23
|
Westside Investment Management
Santa Monica,
California
|
$61.6K
|
–
|
–
|
–
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
–
|
-$684K
|
-22,447
|
Closed
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$416K
|
-13,637
|
Closed
|
|
