|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.2M
|
+$22.8M
|
+783,494
|
+293%
|
|
|
2
|
VanWeelden Wealth Management
West Chester Township,
Ohio
|
$23.4M
|
+$23M
|
+788,273
|
New
|
|
|
3
|
Measured Risk Portfolios
San Diego,
California
|
$22.9M
|
+$21.1M
|
+724,189
|
+1,623%
|
|
|
4
|
Belpointe Asset Management
Reno,
Nevada
|
$20.9M
|
+$5.31M
|
+182,108
|
+35%
|
|
|
5
|
Independent Financial Group
San Diego,
California
|
$18.2M
|
+$1.35M
|
+46,227
|
+8%
|
|
|
6
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$17.1M
|
+$6.17M
|
+211,737
|
+57%
|
|
|
7
|
Kingswood Wealth Advisors
San Diego,
California
|
$6.87M
|
-$412K
|
-14,133
|
-6%
|
|
|
8
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$4.33M
|
+$3.7M
|
+126,809
|
+674%
|
|
|
9
|
Farther Finance Advisors
San Francisco,
California
|
$3.89M
|
+$1.95M
|
+66,848
|
+104%
|
|
|
10
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.75M
|
+$66.8K
|
+2,291
|
+2%
|
|
|
11
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$3.18M
|
-$277K
|
-9,495
|
-8%
|
|
|
12
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.73M
|
-$28.5K
|
-977
|
-2%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.71M
|
+$1.67M
|
+57,459
|
New
|
|
|
14
|
Independent Wealth Network
Urbandale,
Iowa
|
$1.48M
|
+$34.6K
|
+1,187
|
+2%
|
|
|
15
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.47M
|
+$121K
|
+4,152
|
+9%
|
|
|
16
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.4M
|
+$235K
|
+8,063
|
+21%
|
|
|
17
|
Clear Creek Financial Management
Silverdale,
Washington
|
$1.27M
|
-$42.5K
|
-1,459
|
-3%
|
|
|
18
|
&Partners
Nashville,
Tennessee
|
$1.27M
|
+$1.24M
|
+42,680
|
New
|
|
|
19
|
Delta Investment Management
San Francisco,
California
|
$1.16M
|
+$1.14M
|
+39,115
|
New
|
|
|
20
|
Trek Financial
Scottsdale,
Arizona
|
$1.14M
|
-$222K
|
-7,630
|
-17%
|
|
|
21
|
PKS Advisory Services
Albany,
New York
|
$1.13M
|
+$1.11M
|
+38,026
|
New
|
|
|
22
|
MBL Wealth
Charlotte,
North Carolina
|
$1.09M
|
+$1.07M
|
+36,804
|
New
|
|
|
23
|
Millennium Capital Advisors
Little Rock,
Arkansas
|
$912K
|
+$66.7K
|
+2,289
|
+8%
|
|
|
24
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$633K
|
-$620K
|
-21,284
|
-50%
|
|
|
25
|
Meridian Wealth Management
Lexington,
Kentucky
|
$591K
|
+$149K
|
+5,105
|
+35%
|
|
