|
1
|
Independent Financial Group
San Diego,
California
|
$16M
|
+$5.61M
|
+183,326
|
+47%
|
|
|
2
|
Belpointe Asset Management
Reno,
Nevada
|
$10.8M
|
+$1.14M
|
+37,138
|
+10%
|
|
|
3
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$6.76M
|
+$2.42M
|
+79,091
|
+48%
|
|
|
4
|
Private Advisor Group
Morristown,
New Jersey
|
$5.82M
|
+$476K
|
+15,564
|
+8%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.62M
|
+$6.22M
|
+203,116
|
New
|
|
|
6
|
Kingswood Wealth Advisors
San Diego,
California
|
$4.61M
|
+$2.54M
|
+82,848
|
+99%
|
|
|
7
|
Reyes Financial Architecture
San Diego,
California
|
$4.36M
|
-$4.69M
|
-153,127
|
-49%
|
|
|
8
|
IFP Advisors
Tampa,
Florida
|
$3.19M
|
-$162K
|
-5,293
|
-4%
|
|
|
9
|
MGO One Seven
Beachwood,
Ohio
|
$1.78M
|
-$1.02M
|
-33,486
|
-34%
|
|
|
10
|
Independent Wealth Network
Urbandale,
Iowa
|
$1.58M
|
+$1.74M
|
+56,931
|
New
|
|
|
11
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1.46M
|
+$1.06M
|
+34,612
|
+192%
|
|
|
12
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$1.18M
|
+$651K
|
+21,284
|
+100%
|
|
|
13
|
Farther Finance Advisors
San Francisco,
California
|
$1.11M
|
+$1.23M
|
+40,258
|
New
|
|
|
14
|
Clear Creek Financial Management
Silverdale,
Washington
|
$989K
|
+$1.09M
|
+35,716
|
New
|
|
|
15
|
Strategic Blueprint
Atlanta,
Georgia
|
$950K
|
+$696K
|
+22,728
|
+196%
|
|
|
16
|
Trek Financial
Scottsdale,
Arizona
|
$853K
|
+$406K
|
+13,256
|
+75%
|
|
|
17
|
|
$733K
|
-$393K
|
-12,844
|
-33%
|
|
|
18
|
Millennium Capital Advisors
Little Rock,
Arkansas
|
$714K
|
+$789K
|
+25,769
|
New
|
|
|
19
|
Measured Risk Portfolios
San Diego,
California
|
$647K
|
+$335K
|
+10,948
|
+88%
|
|
|
20
|
RFG Advisory
Birmingham,
Alabama
|
$506K
|
+$559K
|
+18,273
|
New
|
|
|
21
|
Zacks Investment Management
Chicago,
Illinois
|
$268K
|
+$297K
|
+9,687
|
New
|
|
|
22
|
Crown Wealth Group
Charlotte,
North Carolina
|
$203K
|
+$225K
|
+7,343
|
New
|
|
|
23
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$4.18K
|
-$4.62K
|
-151
|
-50%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$466K
|
-15,336
|
Closed
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
–
|
-$37.2K
|
-1,225
|
Closed
|
|
