|
1
|
Advisory Services Network
Atlanta,
Georgia
|
$42.7M
|
+$1.39M
|
+42,427
|
+3%
|
|
|
2
|
Menard Financial Group
Houston,
Texas
|
$26.9M
|
-$17.2M
|
-526,635
|
-40%
|
|
|
3
|
CreativeOne Wealth
Overland Park,
Kansas
|
$15.7M
|
+$436K
|
+13,325
|
+3%
|
|
|
4
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$8.99M
|
-$179K
|
-5,477
|
-2%
|
|
|
5
|
Arete Wealth Advisors
Chicago,
Illinois
|
$7.71M
|
+$193K
|
+5,905
|
+3%
|
|
|
6
|
Continental Investors Services
Longview,
Washington
|
$5.77M
|
+$1.61M
|
+49,042
|
+40%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$5.73M
|
-$7.91M
|
-241,729
|
-59%
|
|
|
8
|
Strategic Blueprint
Atlanta,
Georgia
|
$5.7M
|
+$264K
|
+8,063
|
+5%
|
|
|
9
|
von Borstel & Associates
The Dalles,
Oregon
|
$5.47M
|
+$5.2M
|
+158,804
|
New
|
|
|
10
|
Wayfinding Financial
Lynnwood,
Washington
|
$5.39M
|
+$6.02K
|
+184
|
+0.1%
|
|
|
11
|
Navigation Wealth Management
Fort Collins,
Colorado
|
$5.04M
|
-$119K
|
-3,623
|
-2%
|
|
|
12
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$4.89M
|
-$534K
|
-16,303
|
-10%
|
|
|
13
|
Axxcess Wealth Management
Carlsbad,
California
|
$4.72M
|
-$1.17M
|
-35,887
|
-20%
|
|
|
14
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$4.69M
|
+$1.66M
|
+50,835
|
+57%
|
|
|
15
|
Virtue Capital Management
Brentwood,
Tennessee
|
$4.29M
|
+$325K
|
+9,924
|
+8%
|
|
|
16
|
GeoWealth Management
Chicago,
Illinois
|
$4.13M
|
+$2.6M
|
+79,426
|
+183%
|
|
|
17
|
Koshinski Asset Management
Decatur,
Illinois
|
$3.76M
|
+$2.82M
|
+86,287
|
+338%
|
|
|
18
|
Alteri Wealth
Westlake Village,
California
|
$2.56M
|
+$854K
|
+26,101
|
+52%
|
|
|
19
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$2.34M
|
-$202K
|
-6,185
|
-8%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.15M
|
-$56.9K
|
-1,738
|
-3%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$2.15M
|
+$37.9K
|
+1,159
|
+2%
|
|
|
22
|
Advyzon Investment Management
Lisle,
Illinois
|
$2.09M
|
+$535K
|
+16,338
|
+36%
|
|
|
23
|
Ignite Planners
San Clemente,
California
|
$2.04M
|
+$164K
|
+5,017
|
+9%
|
|
|
24
|
Simplicity Wealth
Summit,
New Jersey
|
$1.98M
|
+$1.93M
|
+58,834
|
New
|
|
|
25
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$1.97M
|
+$60.8K
|
+1,858
|
+3%
|
|
