|
1
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$11.9M
|
+$969K
|
+16,876
|
+8%
|
|
|
2
|
BWM Planning
The Woodlands,
Texas
|
$9.63M
|
+$1.18M
|
+20,624
|
+13%
|
|
|
3
|
B&D White Capital Company
Lakeway,
Texas
|
$6.68M
|
+$7M
|
+121,930
|
New
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$5.75M
|
+$6.03M
|
+105,024
|
New
|
|
|
5
|
Peak Asset Management
Louisville,
Colorado
|
$5.22M
|
+$293K
|
+5,099
|
+6%
|
|
|
6
|
|
$2.8M
|
+$1.59M
|
+27,629
|
+118%
|
|
|
7
|
Ausdal Financial Partners
Davenport,
Iowa
|
$2.06M
|
+$750K
|
+13,067
|
+53%
|
|
|
8
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$1.44M
|
+$226K
|
+3,936
|
+18%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.2M
|
+$32.4K
|
+565
|
+3%
|
|
|
10
|
Cobblestone Capital Advisors
Rochester,
New York
|
$1.12M
|
+$721K
|
+12,555
|
+161%
|
|
|
11
|
Paragon Advisors
College Station,
Texas
|
$612K
|
-$469K
|
-8,162
|
-42%
|
|
|
12
|
Orcam Financial Group
Encinitas,
California
|
$474K
|
+$127K
|
+2,204
|
+34%
|
|
|
13
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$371K
|
+$390K
|
+6,790
|
New
|
|
|
14
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$306K
|
+$321K
|
+5,583
|
New
|
|
|
15
|
BIP Wealth
Atlanta,
Georgia
|
$205K
|
+$214K
|
+3,735
|
New
|
|
|
16
|
Morling Financial Advisors
Fremont,
California
|
$39K
|
+$40.9K
|
+712
|
New
|
|
|
17
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$26.5K
|
+$27.7K
|
+483
|
New
|
|
|
18
|
Orion Capital Management
Coronado,
California
|
$3.12K
|
+$3.27K
|
+57
|
New
|
|
|
19
|
Rothschild Investment LLC
Chicago,
Illinois
|
$784
|
+$574
|
+10
|
+250%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$231K
|
-3,850
|
Closed
|
|
