|
1
|
Merit Financial Group
Alpharetta,
Georgia
|
$178M
|
+$10.6M
|
+129,237
|
+6%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$67.8M
|
+$4.21M
|
+51,278
|
+7%
|
|
|
3
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$60.7M
|
+$1.91M
|
+23,215
|
+3%
|
|
|
4
|
BWM Planning
The Woodlands,
Texas
|
$33.5M
|
+$2.26M
|
+27,507
|
+7%
|
|
|
5
|
Wealth Management Partners
Tucson,
Arizona
|
$31.6M
|
+$264K
|
+3,207
|
+0.8%
|
|
|
6
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$29.8M
|
+$3.89M
|
+47,290
|
+15%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$18.5M
|
+$2.27M
|
+27,651
|
+14%
|
|
|
8
|
Acumen Wealth Advisors
Chattanooga,
Tennessee
|
$16.2M
|
+$14.6M
|
+177,438
|
+901%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$15.9M
|
-$1.91M
|
-23,275
|
-11%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.2M
|
-$2.39M
|
-29,072
|
-15%
|
|
|
11
|
|
$12.9M
|
+$940K
|
+11,439
|
+8%
|
|
|
12
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$12.7M
|
+$439K
|
+5,341
|
+4%
|
|
|
13
|
Peak Asset Management
Louisville,
Colorado
|
$10.7M
|
+$405K
|
+4,935
|
+4%
|
|
|
14
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$6.94M
|
+$6.15M
|
+74,897
|
+123%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.73M
|
+$137K
|
+1,665
|
+2%
|
|
|
16
|
TrustWell Financial Advisors
Jacksonville,
Florida
|
$5.49M
|
+$5.48M
|
+66,661
|
New
|
|
|
17
|
AQR Capital Management
Greenwich,
Connecticut
|
$5.29M
|
+$3.55M
|
+43,165
|
+206%
|
|
|
18
|
B&D White Capital Company
Lakeway,
Texas
|
$4.28M
|
-$308K
|
-3,744
|
-7%
|
|
|
19
|
Ausdal Financial Partners
Davenport,
Iowa
|
$3.86M
|
-$38.8K
|
-472
|
-1%
|
|
|
20
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.74M
|
-$173K
|
-2,101
|
-6%
|
|
|
21
|
Equitable Holdings
New York
|
$2.1M
|
+$1.19M
|
+14,450
|
+131%
|
|
|
22
|
Waterfront Wealth
Overland Park,
Kansas
|
$2.04M
|
+$2.03M
|
+24,722
|
New
|
|
|
23
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$1.65M
|
-$863K
|
-10,504
|
-34%
|
|
|
24
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$1.58M
|
+$122K
|
+1,484
|
+8%
|
|
|
25
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.42M
|
-$303K
|
-3,688
|
-18%
|
|
