|
1
|
Mills Wealth Advisors
Southlake,
Texas
|
$21.2M
|
+$3.2M
|
+43,687
|
+18%
|
|
|
2
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$15M
|
+$15M
|
+204,407
|
New
|
|
|
3
|
Verum Partners
Charlotte,
North Carolina
|
$12.3M
|
+$11.8M
|
+161,601
|
+3,177%
|
|
|
4
|
Opus Capital Group
Cincinnati,
Ohio
|
$11M
|
+$10.5M
|
+142,823
|
+2,135%
|
|
|
5
|
|
$10M
|
+$8.42M
|
+115,032
|
+552%
|
|
|
6
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$8.12M
|
+$2.29M
|
+31,266
|
+40%
|
|
|
7
|
CGN Advisors
Manhattan,
Kansas
|
$6.87M
|
+$6.84M
|
+93,408
|
New
|
|
|
8
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$5.33M
|
+$5.3M
|
+72,386
|
New
|
|
|
9
|
Verus Financial Partners
Richmond,
Virginia
|
$5M
|
+$4.99M
|
+68,215
|
New
|
|
|
10
|
Waverly Advisors
Birmingham,
Alabama
|
$4.65M
|
+$299K
|
+4,079
|
+7%
|
|
|
11
|
Physician Wealth Advisors
Midvale,
Utah
|
$4.26M
|
+$140K
|
+1,911
|
+3%
|
|
|
12
|
Gutierrez Wealth Advisory
Little Rock,
Arkansas
|
$3.86M
|
+$3.84M
|
+52,432
|
New
|
|
|
13
|
TAGStone Capital
Charlotte,
North Carolina
|
$3.77M
|
+$3.77M
|
+51,458
|
New
|
|
|
14
|
Wayfinding Financial
Lynnwood,
Washington
|
$3.51M
|
-$4.54K
|
-62
|
-0.1%
|
|
|
15
|
Advyzon Investment Management
Lisle,
Illinois
|
$3.42M
|
+$3.4M
|
+46,458
|
New
|
|
|
16
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$3.06M
|
+$3.04M
|
+41,529
|
New
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.92M
|
+$2.91M
|
+39,746
|
New
|
|
|
18
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$2.92M
|
+$2.91M
|
+39,745
|
New
|
|
|
19
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$2.38M
|
+$2.37M
|
+32,379
|
New
|
|
|
20
|
Brio Consultants
San Francisco,
California
|
$2.3M
|
+$2.29M
|
+31,281
|
New
|
|
|
21
|
|
$1.89M
|
-$1.05M
|
-14,295
|
-36%
|
|
|
22
|
SJS Investment Consulting
Sylvania,
Ohio
|
$1.75M
|
-$519K
|
-7,097
|
-23%
|
|
|
23
|
CRA Financial Services
Northfield,
New Jersey
|
$1.69M
|
+$262K
|
+3,580
|
+19%
|
|
|
24
|
|
$1.66M
|
+$1.65M
|
+22,545
|
New
|
|
|
25
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$1.27M
|
+$1.27M
|
+17,301
|
New
|
|
