|
1
|
Avior Wealth Management
Omaha,
Nebraska
|
$23.7M
|
+$1.88M
|
+59,857
|
+9%
|
|
|
2
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$22.8M
|
+$1.99M
|
+63,141
|
+10%
|
|
|
3
|
CreativeOne Wealth
Overland Park,
Kansas
|
$12.6M
|
+$1.42M
|
+45,125
|
+14%
|
|
|
4
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$6.23M
|
+$162K
|
+5,161
|
+3%
|
|
|
5
|
Wayfinding Financial
Lynnwood,
Washington
|
$5.16M
|
+$218K
|
+6,922
|
+5%
|
|
|
6
|
Arete Wealth Advisors
Chicago,
Illinois
|
$4.42M
|
+$529K
|
+16,813
|
+15%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$3.55M
|
-$6.5M
|
-206,392
|
-66%
|
|
|
8
|
Advisory Services Network
Atlanta,
Georgia
|
$3.41M
|
+$545K
|
+17,320
|
+21%
|
|
|
9
|
Axxcess Wealth Management
Carlsbad,
California
|
$2.16M
|
-$10.6K
|
-337
|
-0.5%
|
|
|
10
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.9M
|
-$250K
|
-7,946
|
-12%
|
|
|
11
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$1.88M
|
+$203K
|
+6,460
|
+13%
|
|
|
12
|
Prosperity Financial Group
San Ramon,
California
|
$1.81M
|
-$15.2K
|
-484
|
-0.9%
|
|
|
13
|
Navigation Wealth Management
Fort Collins,
Colorado
|
$1.79M
|
+$1.32M
|
+41,921
|
+389%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.62M
|
+$174K
|
+5,519
|
+13%
|
|
|
15
|
Continental Investors Services
Longview,
Washington
|
$1.41M
|
+$216K
|
+6,849
|
+20%
|
|
|
16
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$1.23M
|
+$518K
|
+16,442
|
+83%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.14M
|
-$979K
|
-31,090
|
-48%
|
|
|
18
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$934K
|
+$153K
|
+4,859
|
+21%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$882K
|
-$58.6K
|
-1,862
|
-7%
|
|
|
20
|
Alteri Wealth
Westlake Village,
California
|
$814K
|
+$447K
|
+14,201
|
+145%
|
|
|
21
|
Ignite Planners
San Clemente,
California
|
$801K
|
+$53.6K
|
+1,704
|
+8%
|
|
|
22
|
GeoWealth Management
Chicago,
Illinois
|
$566K
|
+$526K
|
+16,696
|
New
|
|
|
23
|
Carter Financial Group
Barrington,
Illinois
|
$555K
|
+$516K
|
+16,382
|
New
|
|
|
24
|
Advyzon Investment Management
Lisle,
Illinois
|
$549K
|
+$510K
|
+16,201
|
New
|
|
|
25
|
Maia Wealth
Denver,
Colorado
|
$516K
|
-$14K
|
-446
|
-3%
|
|
