|
1
|
First Command Advisory Services
Fort Worth,
Texas
|
$82.6M
|
+$84.1M
|
+1,733,083
|
New
|
|
|
2
|
Brown Financial Advisory
Fairhope,
Alabama
|
$16M
|
+$16.2M
|
+334,602
|
New
|
|
|
3
|
McIlrath & Eck
Arlington,
Washington
|
$7.21M
|
+$1.15M
|
+23,732
|
+19%
|
|
|
4
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$5.91M
|
-$3M
|
-61,879
|
-33%
|
|
|
5
|
Quadcap Wealth Management
Frisco,
Texas
|
$4.9M
|
+$4.98M
|
+102,681
|
New
|
|
|
6
|
R.W. Roge & Company
Bohemia,
New York
|
$4.05M
|
+$4.13M
|
+85,052
|
New
|
|
|
7
|
|
$3.44M
|
+$2.04M
|
+42,073
|
+140%
|
|
|
8
|
Hilltop Holdings
Dallas,
Texas
|
$1.35M
|
+$1.37M
|
+28,322
|
New
|
|
|
9
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.28M
|
+$1.25M
|
+25,685
|
New
|
|
|
10
|
Mills Wealth Advisors
Southlake,
Texas
|
$1.15M
|
+$338K
|
+6,970
|
+40%
|
|
|
11
|
SOL Capital Management
Rockville,
Maryland
|
$697K
|
+$709K
|
+14,620
|
New
|
|
|
12
|
Flow Traders U.S.
New York
|
$518K
|
+$527K
|
+10,856
|
New
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$422K
|
+$144K
|
+2,967
|
+50%
|
|
|
14
|
Financial Symmetry
Raleigh,
North Carolina
|
$288K
|
+$293K
|
+6,046
|
New
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$219K
|
+$223K
|
+4,589
|
New
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$142K
|
+$49.5K
|
+1,021
|
+52%
|
|
|
17
|
Farther Finance Advisors
San Francisco,
California
|
$99.7K
|
+$101K
|
+2,080
|
New
|
|
|
18
|
Asset Dedication LLC
San Francisco,
California
|
$72.3K
|
+$66.1K
|
+1,362
|
+879%
|
|
|
19
|
Dimensional Fund Advisors
Austin,
Texas
|
–
|
-$9.73M
|
-200,000
|
Closed
|
|
|
20
|
Fischer Investment Strategies
Westlake Village,
California
|
–
|
-$2.24M
|
-45,990
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$25.2K
|
-518
|
Closed
|
|
