|
1
|
Independent Financial Group
San Diego,
California
|
$14.9M
|
-$284K
|
-10,344
|
-2%
|
|
|
2
|
Belpointe Asset Management
Reno,
Nevada
|
$13.6M
|
+$3.54M
|
+128,788
|
+33%
|
|
|
3
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$10.6M
|
+$3.55M
|
+128,949
|
+53%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.02M
|
+$1.77M
|
+64,364
|
+32%
|
|
|
5
|
Kingswood Wealth Advisors
San Diego,
California
|
$6.43M
|
+$2.16M
|
+78,716
|
+47%
|
|
|
6
|
Private Advisor Group
Morristown,
New Jersey
|
$5.55M
|
+$35.9K
|
+1,306
|
+0.6%
|
|
|
7
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.25M
|
+$3.41M
|
+123,870
|
New
|
|
|
8
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$3.06M
|
+$1.76M
|
+63,865
|
+121%
|
|
|
9
|
IFP Advisors
Tampa,
Florida
|
$2.98M
|
-$48.5K
|
-1,763
|
-2%
|
|
|
10
|
Farther Finance Advisors
San Francisco,
California
|
$1.69M
|
+$655K
|
+23,803
|
+59%
|
|
|
11
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.55M
|
+$1.63M
|
+59,163
|
New
|
|
|
12
|
Independent Wealth Network
Urbandale,
Iowa
|
$1.27M
|
-$230K
|
-8,369
|
-15%
|
|
|
13
|
Trek Financial
Scottsdale,
Arizona
|
$1.21M
|
+$420K
|
+15,270
|
+50%
|
|
|
14
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.19M
|
+$1.25M
|
+45,334
|
New
|
|
|
15
|
Measured Risk Portfolios
San Diego,
California
|
$1.17M
|
+$584K
|
+21,244
|
+91%
|
|
|
16
|
Clear Creek Financial Management
Silverdale,
Washington
|
$1.16M
|
+$232K
|
+8,432
|
+24%
|
|
|
17
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$1.12M
|
–
|
–
|
–
|
|
|
18
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.02M
|
+$129K
|
+4,682
|
+14%
|
|
|
19
|
Millennium Capital Advisors
Little Rock,
Arkansas
|
$745K
|
+$72.1K
|
+2,620
|
+10%
|
|
|
20
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$645K
|
+$676K
|
+24,581
|
New
|
|
|
21
|
Old Mission Capital
Chicago,
Illinois
|
$589K
|
+$617K
|
+22,434
|
New
|
|
|
22
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$494K
|
+$518K
|
+18,825
|
New
|
|
|
23
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$453K
|
+$475K
|
+17,254
|
New
|
|
|
24
|
Meridian Wealth Management
Lexington,
Kentucky
|
$388K
|
+$406K
|
+14,770
|
New
|
|
|
25
|
|
$278K
|
-$436K
|
-15,866
|
-60%
|
|
