|
1
|
Meredith Wealth Planning
Maryville,
Illinois
|
$29.5M
|
+$1.8M
|
+18,652
|
+7%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$25.2M
|
+$2.38M
|
+24,726
|
+11%
|
|
|
3
|
Greenspring Advisors
Towson,
Maryland
|
$16.4M
|
-$843K
|
-8,756
|
-5%
|
|
|
4
|
GFG Capital
Miami,
Florida
|
$16.2M
|
+$15.7M
|
+163,602
|
New
|
|
|
5
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$11.8M
|
+$3.14M
|
+32,649
|
+38%
|
|
|
6
|
BIP Wealth
Atlanta,
Georgia
|
$11.6M
|
+$795K
|
+8,261
|
+8%
|
|
|
7
|
AQR Capital Management
Greenwich,
Connecticut
|
$10.7M
|
–
|
–
|
–
|
|
|
8
|
IEQ Capital
Foster City,
California
|
$9.92M
|
–
|
–
|
–
|
|
|
9
|
Nova R Wealth
Overland Park,
Kansas
|
$9.49M
|
-$184K
|
-1,915
|
-2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$9.34M
|
+$443K
|
+4,603
|
+5%
|
|
|
11
|
Index Fund Advisors
Irvine,
California
|
$8.99M
|
+$385K
|
+4,000
|
+5%
|
|
|
12
|
Paragon Advisors
College Station,
Texas
|
$7.29M
|
-$7.51K
|
-78
|
-0.1%
|
|
|
13
|
Pacific Asset Management
Gig Harbor,
Washington
|
$7.13M
|
-$152K
|
-1,579
|
-2%
|
|
|
14
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$6.39M
|
-$29.8K
|
-310
|
-0.5%
|
|
|
15
|
FMB Wealth Management
Westlake Village,
California
|
$6.15M
|
+$7.03K
|
+73
|
+0.1%
|
|
|
16
|
Frankly Finances
Winter Park,
Florida
|
$5.84M
|
+$568K
|
+5,899
|
+11%
|
|
|
17
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$5.7M
|
+$61.7K
|
+641
|
+1%
|
|
|
18
|
Cogent Private Wealth
Orlando,
Florida
|
$5.14M
|
+$1.86M
|
+19,372
|
+60%
|
|
|
19
|
Cresset Asset Management
Chicago,
Illinois
|
$5.12M
|
+$2.96M
|
+30,780
|
+148%
|
|
|
20
|
Align Financial
Hermantown,
Minnesota
|
$4.8M
|
+$382K
|
+3,973
|
+9%
|
|
|
21
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$4.75M
|
+$1.66M
|
+17,279
|
+56%
|
|
|
22
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$4.5M
|
+$760K
|
+7,896
|
+21%
|
|
|
23
|
B&D White Capital Company
Lakeway,
Texas
|
$4.34M
|
–
|
–
|
–
|
|
|
24
|
Fermata Advisors
Sonoma,
California
|
$4.33M
|
+$59.9K
|
+622
|
+1%
|
|
|
25
|
Corient Private Wealth
Miami,
Florida
|
$4.04M
|
+$246K
|
+2,555
|
+7%
|
|
