|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$36.5M
|
+$35.9M
|
+625,690
|
New
|
|
|
2
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$12.7M
|
+$61.6K
|
+1,074
|
+0.5%
|
|
|
3
|
BWM Planning
The Woodlands,
Texas
|
$11.3M
|
+$987K
|
+17,211
|
+10%
|
|
|
4
|
B&D White Capital Company
Lakeway,
Texas
|
$8.02M
|
+$894K
|
+15,576
|
+13%
|
|
|
5
|
Peak Asset Management
Louisville,
Colorado
|
$5.9M
|
+$331K
|
+5,765
|
+6%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$4.22M
|
-$1.87M
|
-32,608
|
-31%
|
|
|
7
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.89M
|
-$290K
|
-5,061
|
-13%
|
|
|
8
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$1.61M
|
+$79.7K
|
+1,389
|
+5%
|
|
|
9
|
Cobblestone Capital Advisors
Rochester,
New York
|
$1.37M
|
+$176K
|
+3,070
|
+15%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.33M
|
+$51.1K
|
+891
|
+4%
|
|
|
11
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$1.19M
|
+$778K
|
+13,560
|
+200%
|
|
|
12
|
Paragon Advisors
College Station,
Texas
|
$645K
|
-$5.97K
|
-104
|
-0.9%
|
|
|
13
|
Orcam Financial Group
Encinitas,
California
|
$505K
|
–
|
–
|
–
|
|
|
14
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$429K
|
+$102K
|
+1,781
|
+32%
|
|
|
15
|
BIP Wealth
Atlanta,
Georgia
|
$351K
|
+$131K
|
+2,280
|
+61%
|
|
|
16
|
Cloud Capital Management
Seattle,
Washington
|
$264K
|
+$261K
|
+4,543
|
New
|
|
|
17
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$241K
|
+$237K
|
+4,127
|
New
|
|
|
18
|
|
$200K
|
-$2.73M
|
-47,643
|
-93%
|
|
|
19
|
Morling Financial Advisors
Fremont,
California
|
$41.5K
|
–
|
–
|
–
|
|
|
20
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$28.2K
|
–
|
–
|
–
|
|
|
21
|
Orion Capital Management
Coronado,
California
|
$3.32K
|
–
|
–
|
–
|
|
|
22
|
Rothschild Investment LLC
Chicago,
Illinois
|
$835
|
–
|
–
|
–
|
|
