|
1
|
Merit Financial Group
Alpharetta,
Georgia
|
$126M
|
+$4.76M
|
+70,308
|
+4%
|
|
|
2
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$47.6M
|
+$259K
|
+3,824
|
+0.6%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$46.2M
|
+$332K
|
+4,903
|
+0.8%
|
|
|
4
|
Wealth Management Partners
Tucson,
Arizona
|
$23.3M
|
+$63.3K
|
+934
|
+0.3%
|
|
|
5
|
BWM Planning
The Woodlands,
Texas
|
$18.4M
|
+$1.45M
|
+21,455
|
+9%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$14M
|
+$13.3M
|
+196,747
|
New
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.4M
|
+$12.9M
|
+189,820
|
New
|
|
|
8
|
B&D White Capital Company
Lakeway,
Texas
|
$9.85M
|
+$117K
|
+1,732
|
+1%
|
|
|
9
|
Peak Asset Management
Louisville,
Colorado
|
$8.22M
|
+$442K
|
+6,525
|
+6%
|
|
|
10
|
Ausdal Financial Partners
Davenport,
Iowa
|
$3.11M
|
+$175K
|
+2,577
|
+6%
|
|
|
11
|
Edge Financial Advisors
Wheaton,
Illinois
|
$3.06M
|
+$1.48M
|
+21,808
|
+101%
|
|
|
12
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$2.78M
|
+$808K
|
+11,931
|
+43%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.11M
|
+$65.2K
|
+962
|
+3%
|
|
|
14
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$2.02M
|
+$66.6K
|
+984
|
+4%
|
|
|
15
|
Cobblestone Capital Advisors
Rochester,
New York
|
$1.53M
|
–
|
–
|
–
|
|
|
16
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.43M
|
+$1.37M
|
+20,289
|
New
|
|
|
17
|
Strathmore Capital Advisors
Charlotte,
North Carolina
|
$1M
|
–
|
–
|
–
|
|
|
18
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$931K
|
+$101K
|
+1,487
|
+13%
|
|
|
19
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$688K
|
–
|
–
|
–
|
|
|
20
|
Orcam Financial Group
Encinitas,
California
|
$621K
|
–
|
–
|
–
|
|
|
21
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$590K
|
+$566K
|
+8,362
|
New
|
|
|
22
|
Cloud Capital Management
Seattle,
Washington
|
$588K
|
-$948
|
-14
|
-0.2%
|
|
|
23
|
|
$490K
|
-$3.01M
|
-44,517
|
-87%
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$363K
|
+$348K
|
+5,143
|
New
|
|
|
25
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$318K
|
+$45.7K
|
+675
|
+18%
|
|
