|
1
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$10.6M
|
+$6.23M
|
+113,272
|
+147%
|
|
|
2
|
WorthPointe
La Jolla,
California
|
$3.71M
|
+$3.67M
|
+66,765
|
New
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.57M
|
+$1.56M
|
+28,385
|
New
|
|
|
4
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$857K
|
+$850K
|
+15,445
|
New
|
|
|
5
|
Physician Wealth Advisors
Midvale,
Utah
|
$789K
|
+$736K
|
+13,369
|
New
|
|
|
6
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$676K
|
+$670K
|
+12,180
|
New
|
|
|
7
|
|
$624K
|
+$618K
|
+11,239
|
New
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$505K
|
+$501K
|
+9,106
|
New
|
|
|
9
|
Plancorp LLC
Saint Louis,
Missouri
|
$444K
|
+$32.5K
|
+590
|
+8%
|
|
|
10
|
Index Fund Advisors
Irvine,
California
|
$388K
|
+$385K
|
+6,988
|
New
|
|
|
11
|
Brighton Jones LLC
Seattle,
Washington
|
$264K
|
+$261K
|
+4,747
|
New
|
|
|
12
|
LAM Group
Lake Oswego,
Oregon
|
$71K
|
+$70.4K
|
+1,279
|
New
|
|
|
13
|
Annapolis Financial Services
Annapolis,
Maryland
|
$28.3K
|
+$28.1K
|
+510
|
New
|
|
|
14
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$11.1K
|
+$11K
|
+200
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$2K
|
+$1.93K
|
+35
|
New
|
|
|
16
|
TCI Wealth Advisors
Tucson,
Arizona
|
$1.83K
|
+$1.82K
|
+33
|
New
|
|
