|
1
|
XML Financial
Bethesda,
Maryland
|
$10M
|
+$10M
|
+132,987
|
New
|
|
|
2
|
Mills Wealth Advisors
Southlake,
Texas
|
$4.25M
|
+$3.45M
|
+45,857
|
+432%
|
|
|
3
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$3.54M
|
+$1.36M
|
+18,130
|
+63%
|
|
|
4
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$2.8M
|
+$2.8M
|
+37,214
|
New
|
|
|
5
|
|
$2.57M
|
-$28.3M
|
-376,622
|
-92%
|
|
|
6
|
Wayfinding Financial
Lynnwood,
Washington
|
$1.8M
|
+$1.8M
|
+23,903
|
New
|
|
|
7
|
CRA Financial Services
Northfield,
New Jersey
|
$1.28M
|
+$401K
|
+5,335
|
+46%
|
|
|
8
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$836K
|
+$527K
|
+7,000
|
+171%
|
|
|
9
|
Essex Financial Services
Essex,
Connecticut
|
$535K
|
+$535K
|
+7,105
|
New
|
|
|
10
|
MFA Wealth Services
Thousand Oaks,
California
|
$416K
|
+$151K
|
+2,011
|
+57%
|
|
|
11
|
Breakwater Capital Group
Paramus,
New Jersey
|
$382K
|
+$382K
|
+5,075
|
New
|
|
|
12
|
Opus Capital Group
Cincinnati,
Ohio
|
$334K
|
+$334K
|
+4,435
|
New
|
|
|
13
|
Blue Trust Inc
Alpharetta,
Georgia
|
$313K
|
+$312K
|
+4,150
|
New
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$295K
|
+$295K
|
+3,916
|
New
|
|
|
15
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$289K
|
+$289K
|
+3,840
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39K
|
+$4.89K
|
+65
|
+14%
|
|
|
17
|
|
–
|
-$364K
|
-4,863
|
Closed
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$345K
|
-4,606
|
Closed
|
|
