|
1
|
Mills Wealth Advisors
Southlake,
Texas
|
$18.1M
|
+$1.19M
|
+15,951
|
+7%
|
|
|
2
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$5.87M
|
+$3.42M
|
+45,689
|
+137%
|
|
|
3
|
Waverly Advisors
Birmingham,
Alabama
|
$4.39M
|
+$4.43M
|
+59,190
|
New
|
|
|
4
|
Physician Wealth Advisors
Midvale,
Utah
|
$4.16M
|
+$353K
|
+4,725
|
+9%
|
|
|
5
|
Wayfinding Financial
Lynnwood,
Washington
|
$3.56M
|
+$3.59M
|
+47,987
|
New
|
|
|
6
|
|
$2.97M
|
+$2.99M
|
+40,000
|
New
|
|
|
7
|
SJS Investment Consulting
Sylvania,
Ohio
|
$2.29M
|
+$2.31M
|
+30,871
|
New
|
|
|
8
|
|
$1.94M
|
+$1.96M
|
+26,157
|
New
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.62M
|
+$1.63M
|
+21,811
|
New
|
|
|
10
|
|
$1.55M
|
+$1.14M
|
+15,284
|
+275%
|
|
|
11
|
CRA Financial Services
Northfield,
New Jersey
|
$1.44M
|
+$475K
|
+6,350
|
+49%
|
|
|
12
|
Valeo Financial Advisors
Carmel,
Indiana
|
$938K
|
+$178K
|
+2,380
|
+23%
|
|
|
13
|
Breakwater Capital Group
Paramus,
New Jersey
|
$893K
|
+$900K
|
+12,030
|
New
|
|
|
14
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$747K
|
+$752K
|
+10,056
|
New
|
|
|
15
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$669K
|
+$151K
|
+2,017
|
+29%
|
|
|
16
|
HUB Investment Partners
Austin,
Texas
|
$578K
|
+$582K
|
+7,779
|
New
|
|
|
17
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$575K
|
+$579K
|
+7,745
|
New
|
|
|
18
|
Opus Capital Group
Cincinnati,
Ohio
|
$497K
|
+$500K
|
+6,689
|
New
|
|
|
19
|
Financial Engines Advisors
Santa Clara,
California
|
$489K
|
+$493K
|
+6,592
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$398K
|
+$401K
|
+5,363
|
New
|
|
|
21
|
Verum Partners
Charlotte,
North Carolina
|
$378K
|
+$380K
|
+5,086
|
New
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$288K
|
+$55.2K
|
+738
|
+23%
|
|
|
23
|
Shufro Rose & Co
New York
|
$261K
|
+$263K
|
+3,516
|
New
|
|
|
24
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$261K
|
–
|
–
|
–
|
|
|
25
|
Burton Enright Welch
Walnut Creek,
California
|
$259K
|
+$261K
|
+3,489
|
New
|
|
