|
1
|
Avior Wealth Management
Omaha,
Nebraska
|
$25.2M
|
-$795K
|
-21,294
|
-3%
|
|
|
2
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$21.9M
|
-$90.2K
|
-2,418
|
-0.4%
|
|
|
3
|
CreativeOne Wealth
Overland Park,
Kansas
|
$15M
|
+$482K
|
+12,915
|
+3%
|
|
|
4
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$7.73M
|
+$686K
|
+18,380
|
+10%
|
|
|
5
|
Wayfinding Financial
Lynnwood,
Washington
|
$5.62M
|
+$71.3K
|
+1,912
|
+1%
|
|
|
6
|
Arete Wealth Advisors
Chicago,
Illinois
|
$5.3M
|
+$278K
|
+7,445
|
+5%
|
|
|
7
|
GeoWealth Management
Chicago,
Illinois
|
$4.9M
|
+$3.11M
|
+83,372
|
+170%
|
|
|
8
|
Koshinski Asset Management
Decatur,
Illinois
|
$4.15M
|
+$2.72M
|
+72,851
|
+186%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$3.81M
|
+$1.75M
|
+46,968
|
+84%
|
|
|
10
|
Advisory Services Network
Atlanta,
Georgia
|
$3.79M
|
-$127K
|
-3,393
|
-3%
|
|
|
11
|
Continental Investors Services
Longview,
Washington
|
$3.76M
|
+$1.37M
|
+36,812
|
+64%
|
|
|
12
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.54M
|
+$206K
|
+5,532
|
+9%
|
|
|
13
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$2.43M
|
+$322K
|
+8,642
|
+15%
|
|
|
14
|
Navigation Wealth Management
Fort Collins,
Colorado
|
$2.2M
|
+$141K
|
+3,782
|
+7%
|
|
|
15
|
EJMK Ventures
Itasca,
Illinois
|
$2.2M
|
+$2.22M
|
+59,514
|
New
|
|
|
16
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$2.12M
|
+$296K
|
+7,945
|
+16%
|
|
|
17
|
Prosperity Financial Group
San Ramon,
California
|
$1.97M
|
-$4.96K
|
-133
|
-0.2%
|
|
|
18
|
Bauman Advisory Group
Las Vegas,
Nevada
|
$1.85M
|
+$1.87M
|
+50,050
|
New
|
|
|
19
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.84M
|
-$40.3K
|
-1,080
|
-2%
|
|
|
20
|
Maia Wealth
Denver,
Colorado
|
$1.77M
|
+$1.12M
|
+29,918
|
+193%
|
|
|
21
|
Strive Financial Group
Carmel,
Indiana
|
$1.53M
|
+$1.54M
|
+41,345
|
New
|
|
|
22
|
Alteri Wealth
Westlake Village,
California
|
$1.44M
|
+$88.4K
|
+2,370
|
+6%
|
|
|
23
|
Advyzon Investment Management
Lisle,
Illinois
|
$1.35M
|
+$532K
|
+14,258
|
+64%
|
|
|
24
|
|
$1.17M
|
+$1.18M
|
+31,579
|
New
|
|
|
25
|
Ignite Planners
San Clemente,
California
|
$1.14M
|
+$155K
|
+4,146
|
+16%
|
|
