|
1
|
Advisory Services Network
Atlanta,
Georgia
|
$40.6M
|
-$2.88M
|
-81,916
|
-6%
|
|
|
2
|
GeoWealth Management
Chicago,
Illinois
|
$27.5M
|
+$16.5M
|
+468,956
|
+137%
|
|
|
3
|
Menard Financial Group
Houston,
Texas
|
$26.7M
|
-$139K
|
-3,949
|
-0.5%
|
|
|
4
|
CreativeOne Wealth
Overland Park,
Kansas
|
$16.4M
|
+$283K
|
+8,048
|
+2%
|
|
|
5
|
Continental Investors Services
Longview,
Washington
|
$16.4M
|
+$6.42M
|
+182,762
|
+69%
|
|
|
6
|
Koshinski Asset Management
Decatur,
Illinois
|
$11.6M
|
+$2M
|
+57,047
|
+20%
|
|
|
7
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$7.82M
|
-$792K
|
-22,554
|
-9%
|
|
|
8
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$6.18M
|
+$579K
|
+16,502
|
+10%
|
|
|
9
|
Strategic Blueprint
Atlanta,
Georgia
|
$5.9M
|
+$36K
|
+1,026
|
+0.6%
|
|
|
10
|
Virtue Capital Management
Brentwood,
Tennessee
|
$5.62M
|
+$1.38M
|
+39,434
|
+30%
|
|
|
11
|
Wayfinding Financial
Lynnwood,
Washington
|
$5.55M
|
+$54K
|
+1,539
|
+0.9%
|
|
|
12
|
Arete Wealth Advisors
Chicago,
Illinois
|
$5.38M
|
-$2.29M
|
-65,207
|
-29%
|
|
|
13
|
Navigation Wealth Management
Fort Collins,
Colorado
|
$5.27M
|
-$127K
|
-3,625
|
-2%
|
|
|
14
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$5.19M
|
-$165K
|
-4,695
|
-3%
|
|
|
15
|
Advyzon Investment Management
Lisle,
Illinois
|
$3.98M
|
+$847K
|
+24,136
|
+26%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$3.21M
|
-$281K
|
-8,005
|
-8%
|
|
|
17
|
EJMK Ventures
Itasca,
Illinois
|
$3.07M
|
-$1.45M
|
-41,234
|
-31%
|
|
|
18
|
Strive Financial Group
Carmel,
Indiana
|
$2.75M
|
+$24K
|
+684
|
+0.8%
|
|
|
19
|
Alteri Wealth
Westlake Village,
California
|
$2.63M
|
-$12.6K
|
-358
|
-0.5%
|
|
|
20
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$2.52M
|
-$101K
|
-2,869
|
-4%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.52M
|
+$227K
|
+6,457
|
+10%
|
|
|
22
|
Ignite Planners
San Clemente,
California
|
$2.09M
|
-$70K
|
-1,995
|
-3%
|
|
|
23
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$2.03M
|
+$59.4K
|
+1,691
|
+3%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.85M
|
+$23K
|
+655
|
+1%
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$1.83M
|
+$1.9M
|
+54,169
|
New
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