|
1
|
Merit Financial Group
Alpharetta,
Georgia
|
$154M
|
+$6.37M
|
+81,493
|
+4%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$58.8M
|
+$9.96M
|
+127,419
|
+20%
|
|
|
3
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$54.4M
|
+$2.28M
|
+29,119
|
+4%
|
|
|
4
|
Wealth Management Partners
Tucson,
Arizona
|
$29M
|
+$3.31M
|
+42,284
|
+12%
|
|
|
5
|
BWM Planning
The Woodlands,
Texas
|
$28.9M
|
+$3.41M
|
+43,660
|
+13%
|
|
|
6
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$23.9M
|
+$2.63M
|
+33,633
|
+12%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$16.4M
|
+$875K
|
+11,198
|
+5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$15M
|
+$15.4M
|
+196,758
|
New
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.4M
|
-$76.4K
|
-977
|
-0.5%
|
|
|
10
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$11.3M
|
+$1.28M
|
+16,403
|
+12%
|
|
|
11
|
|
$11.1M
|
+$11.4M
|
+145,383
|
New
|
|
|
12
|
Peak Asset Management
Louisville,
Colorado
|
$9.52M
|
+$484K
|
+6,197
|
+5%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.17M
|
+$1.96M
|
+25,012
|
+58%
|
|
|
14
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$4.64M
|
+$521K
|
+6,669
|
+12%
|
|
|
15
|
B&D White Capital Company
Lakeway,
Texas
|
$4.25M
|
-$6.58M
|
-84,122
|
-60%
|
|
|
16
|
Ausdal Financial Partners
Davenport,
Iowa
|
$3.6M
|
+$197K
|
+2,523
|
+6%
|
|
|
17
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.7M
|
+$821K
|
+10,500
|
+42%
|
|
|
18
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$2.33M
|
+$133K
|
+1,698
|
+6%
|
|
|
19
|
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
|
$1.63M
|
+$1.68M
|
+21,447
|
New
|
|
|
20
|
AQR Capital Management
Greenwich,
Connecticut
|
$1.6M
|
+$1.64M
|
+20,990
|
New
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.59M
|
+$7.82K
|
+100
|
+0.5%
|
|
|
22
|
Farther Finance Advisors
San Francisco,
California
|
$1.58M
|
+$198K
|
+2,528
|
+14%
|
|
|
23
|
Acumen Wealth Advisors
Chattanooga,
Tennessee
|
$1.5M
|
+$1.54M
|
+19,696
|
New
|
|
|
24
|
|
$1.42M
|
+$1.46M
|
+18,627
|
New
|
|
|
25
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$1.35M
|
+$114K
|
+1,464
|
+9%
|
|
