|
1
|
True Wealth Design
Akron,
Ohio
|
$19M
|
+$7.57M
|
+588,177
|
+65%
|
|
|
2
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$4.9M
|
+$239K
|
+18,560
|
+5%
|
|
|
3
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$4.59M
|
+$553K
|
+42,986
|
+10%
|
|
|
4
|
Stapp Wealth Management
Olympia,
Washington
|
$2.78M
|
+$13.5K
|
+1,052
|
+0.5%
|
|
|
5
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$2.53M
|
+$2.56M
|
+198,552
|
New
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$2.45M
|
+$522K
|
+40,560
|
+27%
|
|
|
7
|
Continuum Advisory
Eagle,
Idaho
|
$2.21M
|
+$231K
|
+17,964
|
+12%
|
|
|
8
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$1.68M
|
+$1.69M
|
+131,320
|
New
|
|
|
9
|
Private Client Services
Louisville,
Kentucky
|
$691K
|
-$384K
|
-29,830
|
-36%
|
|
|
10
|
CreativeOne Wealth
Overland Park,
Kansas
|
$680K
|
+$244K
|
+18,958
|
+55%
|
|
|
11
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$322K
|
+$269K
|
+20,859
|
+474%
|
|
|
12
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$281K
|
+$106K
|
+8,211
|
+60%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$278K
|
+$280K
|
+21,742
|
New
|
|
|
14
|
Great Lakes Retirement
Sandusky,
Ohio
|
$267K
|
-$21.6K
|
-1,674
|
-7%
|
|
|
15
|
Lane Brothers & Co
Prescott,
Arizona
|
$242K
|
+$244K
|
+18,930
|
New
|
|
|
16
|
Rinkey Investments
San Diego,
California
|
$230K
|
–
|
–
|
–
|
|
|
17
|
Straight Path Wealth Management
Jenison,
Michigan
|
$210K
|
-$19.3K
|
-1,500
|
-8%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$149K
|
+$19.1K
|
+1,484
|
+15%
|
|
|
19
|
Pathstone Holdings
Englewood,
New Jersey
|
$147K
|
+$148K
|
+11,519
|
New
|
|
|
20
|
Elevated Capital Advisors
Sandy,
Utah
|
$142K
|
-$10.8K
|
-839
|
-7%
|
|
|
21
|
RHS Financial
San Francisco,
California
|
$130K
|
-$20.8K
|
-1,616
|
-14%
|
|
|
22
|
Kingdom Financial Group
Peoria,
Arizona
|
$46.6K
|
-$9.7K
|
-751
|
-17%
|
|
|
23
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$33.7K
|
+$34K
|
+2,639
|
New
|
|
|
24
|
Networth Advisors
Canonsburg,
Pennsylvania
|
$17.7K
|
+$8.32K
|
+646
|
+87%
|
|
|
25
|
IFG Advisory
Atlanta,
Georgia
|
$12.3K
|
+$12.4K
|
+964
|
New
|
|
