|
1
|
Avior Wealth Management
Omaha,
Nebraska
|
$26.3M
|
+$135K
|
+3,774
|
+0.5%
|
|
|
2
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$22.2M
|
-$2.8M
|
-78,421
|
-12%
|
|
|
3
|
CreativeOne Wealth
Overland Park,
Kansas
|
$14.7M
|
+$710K
|
+19,925
|
+5%
|
|
|
4
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$7.12M
|
+$236K
|
+6,622
|
+4%
|
|
|
5
|
von Borstel & Associates
The Dalles,
Oregon
|
$5.59M
|
+$5.33M
|
+149,605
|
New
|
|
|
6
|
Wayfinding Financial
Lynnwood,
Washington
|
$5.57M
|
+$5.99K
|
+168
|
+0.1%
|
|
|
7
|
Arete Wealth Advisors
Chicago,
Illinois
|
$5.08M
|
+$202K
|
+5,673
|
+4%
|
|
|
8
|
Advisory Services Network
Atlanta,
Georgia
|
$3.95M
|
+$250K
|
+7,008
|
+7%
|
|
|
9
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.36M
|
+$251K
|
+7,052
|
+13%
|
|
|
10
|
Continental Investors Services
Longview,
Washington
|
$2.14M
|
+$593K
|
+16,640
|
+40%
|
|
|
11
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$2.14M
|
+$750K
|
+21,026
|
+58%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$2.09M
|
+$793K
|
+22,235
|
+66%
|
|
|
13
|
Navigation Wealth Management
Fort Collins,
Colorado
|
$2.08M
|
+$109K
|
+3,046
|
+6%
|
|
|
14
|
Prosperity Financial Group
San Ramon,
California
|
$1.99M
|
+$927
|
+26
|
+0%
|
|
|
15
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.9M
|
-$457K
|
-12,829
|
-20%
|
|
|
16
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$1.85M
|
-$212K
|
-5,940
|
-11%
|
|
|
17
|
GeoWealth Management
Chicago,
Illinois
|
$1.83M
|
+$1.15M
|
+32,369
|
+194%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.77M
|
-$18.3K
|
-512
|
-1%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$1.65M
|
-$2.16M
|
-60,603
|
-58%
|
|
|
20
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.47M
|
+$1.18M
|
+32,982
|
+524%
|
|
|
21
|
Alteri Wealth
Westlake Village,
California
|
$1.37M
|
+$448K
|
+12,554
|
+52%
|
|
|
22
|
Simplicity Wealth
Summit,
New Jersey
|
$988K
|
+$943K
|
+26,443
|
New
|
|
|
23
|
Ignite Planners
San Clemente,
California
|
$950K
|
+$76.8K
|
+2,154
|
+9%
|
|
|
24
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$941K
|
-$84.4K
|
-2,368
|
-9%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$913K
|
-$56.2K
|
-1,577
|
-6%
|
|
