|
1
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$364M
|
-$5.32M
|
-243,544
|
-1%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$343M
|
+$7.92M
|
+362,323
|
+2%
|
|
|
3
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$169M
|
+$167M
|
+7,619,630
|
+31,968%
|
|
|
4
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$132M
|
+$15M
|
+687,568
|
+13%
|
|
|
5
|
Merit Financial Group
Alpharetta,
Georgia
|
$121M
|
+$120M
|
+5,472,002
|
New
|
|
|
6
|
1900 Wealth Management
San Antonio,
Texas
|
$92.1M
|
+$2.13M
|
+97,243
|
+2%
|
|
|
7
|
Goldstein Advisors
Madison,
Wisconsin
|
$33.1M
|
+$1.47M
|
+67,346
|
+5%
|
|
|
8
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$19.2M
|
+$1.97M
|
+89,983
|
+12%
|
|
|
9
|
|
$14.6M
|
+$14.5M
|
+663,800
|
New
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$13.2M
|
+$3.95M
|
+180,821
|
+43%
|
|
|
11
|
Elk River Wealth Management
Denver,
Colorado
|
$7.76M
|
+$583K
|
+26,682
|
+8%
|
|
|
12
|
|
$7.09M
|
+$7.03M
|
+321,457
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.55M
|
-$52.2K
|
-2,389
|
-0.8%
|
|
|
14
|
Huntleigh Advisors
St. Louis,
Missouri
|
$5.9M
|
+$3.69K
|
+169
|
+0.1%
|
|
|
15
|
Impact Investors
San Francisco,
California
|
$5.27M
|
+$5.22M
|
+238,841
|
New
|
|
|
16
|
Madison Wealth Partners
Madison,
Wisconsin
|
$4.98M
|
+$1.44M
|
+65,867
|
+41%
|
|
|
17
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.38M
|
+$767K
|
+35,076
|
+30%
|
|
|
18
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.7M
|
+$1.68M
|
+76,872
|
New
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.43M
|
+$1.1M
|
+50,531
|
+355%
|
|
|
20
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$823K
|
+$16.9K
|
+774
|
+2%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$590K
|
-$139K
|
-6,367
|
-19%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$581K
|
-$55.4K
|
-2,534
|
-9%
|
|
|
23
|
LexAurum Advisors
Overland Park,
Kansas
|
$473K
|
+$19.8K
|
+906
|
+4%
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$256K
|
+$45.9K
|
+2,100
|
+22%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$249K
|
–
|
–
|
–
|
|
