|
1
|
Merit Financial Group
Alpharetta,
Georgia
|
$143M
|
+$11.7M
|
+162,230
|
+9%
|
|
|
2
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$50.3M
|
+$714K
|
+9,946
|
+1%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$47.3M
|
-$746K
|
-10,384
|
-2%
|
|
|
4
|
Wealth Management Partners
Tucson,
Arizona
|
$24.9M
|
+$621K
|
+8,654
|
+3%
|
|
|
5
|
BWM Planning
The Woodlands,
Texas
|
$24.7M
|
+$5.4M
|
+75,249
|
+29%
|
|
|
6
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$22.2M
|
+$19.5M
|
+271,899
|
+3,252%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$15M
|
+$557K
|
+7,753
|
+4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$14M
|
+$53.2K
|
+741
|
+0.4%
|
|
|
9
|
Edge Financial Advisors
Wheaton,
Illinois
|
$12.1M
|
+$8.72M
|
+121,403
|
+280%
|
|
|
10
|
B&D White Capital Company
Lakeway,
Texas
|
$10.3M
|
+$25.8K
|
+359
|
+0.3%
|
|
|
11
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$9.75M
|
+$9.52M
|
+132,605
|
New
|
|
|
12
|
Peak Asset Management
Louisville,
Colorado
|
$8.73M
|
+$164K
|
+2,284
|
+2%
|
|
|
13
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$3.99M
|
+$1.07M
|
+14,863
|
+38%
|
|
|
14
|
Ausdal Financial Partners
Davenport,
Iowa
|
$3.29M
|
+$52.1K
|
+725
|
+2%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.15M
|
+$866K
|
+12,052
|
+39%
|
|
|
16
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$2.12M
|
+$18.5K
|
+258
|
+0.9%
|
|
|
17
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.83M
|
+$331K
|
+4,612
|
+23%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.53M
|
+$1.49M
|
+20,780
|
New
|
|
|
19
|
Farther Finance Advisors
San Francisco,
California
|
$1.31M
|
+$1.28M
|
+17,858
|
New
|
|
|
20
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$1.2M
|
+$223K
|
+3,109
|
+24%
|
|
|
21
|
Strathmore Capital Advisors
Charlotte,
North Carolina
|
$914K
|
-$127K
|
-1,771
|
-12%
|
|
|
22
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$716K
|
+$287
|
+4
|
+0%
|
|
|
23
|
Orcam Financial Group
Encinitas,
California
|
$655K
|
+$8.76K
|
+122
|
+1%
|
|
|
24
|
Cloud Capital Management
Seattle,
Washington
|
$629K
|
+$16.9K
|
+235
|
+3%
|
|
|
25
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$496K
|
+$161K
|
+2,237
|
+50%
|
|
