|
1
|
First Command Advisory Services
Fort Worth,
Texas
|
$98M
|
+$3.19M
|
+63,463
|
+4%
|
|
|
2
|
Brown Financial Advisory
Fairhope,
Alabama
|
$19M
|
+$713K
|
+14,182
|
+4%
|
|
|
3
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$10.6M
|
+$3.52M
|
+70,032
|
+56%
|
|
|
4
|
McIlrath & Eck
Arlington,
Washington
|
$8.59M
|
+$317K
|
+6,304
|
+4%
|
|
|
5
|
Prism Advisors
Studio City,
California
|
$8.32M
|
+$7.67M
|
+152,469
|
New
|
|
|
6
|
Quadcap Wealth Management
Frisco,
Texas
|
$6.91M
|
+$1.2M
|
+23,881
|
+23%
|
|
|
7
|
Beta Wealth Group
San Diego,
California
|
$5.48M
|
+$5.05M
|
+100,442
|
New
|
|
|
8
|
R.W. Roge & Company
Bohemia,
New York
|
$4.97M
|
+$308K
|
+6,123
|
+7%
|
|
|
9
|
|
$4.93M
|
+$923K
|
+18,351
|
+25%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.44M
|
+$2.73M
|
+54,204
|
+613%
|
|
|
11
|
Hilltop Holdings
Dallas,
Texas
|
$3.22M
|
+$1.54M
|
+30,649
|
+108%
|
|
|
12
|
Mills Wealth Advisors
Southlake,
Texas
|
$2.03M
|
+$655K
|
+13,019
|
+54%
|
|
|
13
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.84M
|
+$373K
|
+7,407
|
+29%
|
|
|
14
|
Index Fund Advisors
Irvine,
California
|
$1.3M
|
+$1.2M
|
+23,782
|
New
|
|
|
15
|
SOL Capital Management
Rockville,
Maryland
|
$711K
|
-$80K
|
-1,590
|
-11%
|
|
|
16
|
Financial Symmetry
Raleigh,
North Carolina
|
$332K
|
+$2.01K
|
+40
|
+0.7%
|
|
|
17
|
Fiduciary Financial Group
San Rafael,
California
|
$311K
|
+$286K
|
+5,691
|
New
|
|
|
18
|
SouthState Corp
Winter Haven,
Florida
|
$231K
|
+$213K
|
+4,229
|
New
|
|
|
19
|
Focus Partners Wealth
Boston,
Massachusetts
|
$225K
|
+$207K
|
+4,118
|
New
|
|
|
20
|
Farther Finance Advisors
San Francisco,
California
|
$194K
|
+$74.1K
|
+1,473
|
+71%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$163K
|
–
|
–
|
–
|
|
|
22
|
DecisionPoint Financial
Mesa,
Arizona
|
$140K
|
+$129K
|
+2,558
|
New
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$128K
|
-$113K
|
-2,242
|
-49%
|
|
|
24
|
Premier Financial Group
Eureka,
California
|
$123K
|
+$112K
|
+2,226
|
New
|
|
|
25
|
Asset Dedication LLC
San Francisco,
California
|
$23.2K
|
-$54.9K
|
-1,092
|
-72%
|
|
