|
1
|
Avior Wealth Management
Omaha,
Nebraska
|
$32.9M
|
+$7.95M
|
+206,353
|
+30%
|
|
|
2
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$24.9M
|
+$3.05M
|
+79,317
|
+13%
|
|
|
3
|
CreativeOne Wealth
Overland Park,
Kansas
|
$15.3M
|
+$233K
|
+6,052
|
+1%
|
|
|
4
|
GeoWealth Management
Chicago,
Illinois
|
$11M
|
+$6.28M
|
+163,068
|
+123%
|
|
|
5
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$7.86M
|
+$118K
|
+3,055
|
+1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.61M
|
+$7.9M
|
+205,224
|
New
|
|
|
7
|
Continental Investors Services
Longview,
Washington
|
$7.59M
|
+$3.25M
|
+84,347
|
+89%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$6.27M
|
+$6.44M
|
+167,134
|
New
|
|
|
9
|
Wayfinding Financial
Lynnwood,
Washington
|
$5.54M
|
-$60.9K
|
-1,581
|
-1%
|
|
|
10
|
Koshinski Asset Management
Decatur,
Illinois
|
$5.14M
|
+$1.02M
|
+26,399
|
+24%
|
|
|
11
|
Arete Wealth Advisors
Chicago,
Illinois
|
$4.31M
|
-$1.04M
|
-26,993
|
-19%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$4M
|
+$190K
|
+4,922
|
+5%
|
|
|
13
|
Advisory Services Network
Atlanta,
Georgia
|
$2.89M
|
-$940K
|
-24,400
|
-24%
|
|
|
14
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.72M
|
+$173K
|
+4,503
|
+7%
|
|
|
15
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$2.61M
|
+$177K
|
+4,594
|
+7%
|
|
|
16
|
Maia Wealth
Denver,
Colorado
|
$2.39M
|
+$736K
|
+19,105
|
+42%
|
|
|
17
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$2.35M
|
+$230K
|
+5,976
|
+10%
|
|
|
18
|
Navigation Wealth Management
Fort Collins,
Colorado
|
$2.18M
|
-$30.3K
|
-786
|
-1%
|
|
|
19
|
Prosperity Financial Group
San Ramon,
California
|
$1.9M
|
-$77.9K
|
-2,023
|
-4%
|
|
|
20
|
Bauman Advisory Group
Las Vegas,
Nevada
|
$1.77M
|
-$84.9K
|
-2,205
|
-4%
|
|
|
21
|
Advyzon Investment Management
Lisle,
Illinois
|
$1.69M
|
+$352K
|
+9,150
|
+25%
|
|
|
22
|
Strive Financial Group
Carmel,
Indiana
|
$1.68M
|
+$152K
|
+3,948
|
+10%
|
|
|
23
|
Alteri Wealth
Westlake Village,
California
|
$1.56M
|
+$120K
|
+3,112
|
+8%
|
|
|
24
|
EJMK Ventures
Itasca,
Illinois
|
$1.49M
|
-$743K
|
-19,306
|
-32%
|
|
|
25
|
Ignite Planners
San Clemente,
California
|
$1.21M
|
+$109K
|
+2,831
|
+10%
|
|
