|
1
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$8.81M
|
-$2.19M
|
-37,725
|
-20%
|
|
|
2
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$2.1M
|
+$2.11M
|
+36,341
|
New
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.7M
|
+$57.6K
|
+994
|
+4%
|
|
|
4
|
V Wealth Advisors
Overland Park,
Kansas
|
$1.49M
|
+$1.5M
|
+25,814
|
New
|
|
|
5
|
Index Fund Advisors
Irvine,
California
|
$1.25M
|
+$849K
|
+14,644
|
+210%
|
|
|
6
|
Corient Private Wealth
Miami,
Florida
|
$1.2M
|
+$676K
|
+11,667
|
+128%
|
|
|
7
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$1.04M
|
+$152K
|
+2,616
|
+17%
|
|
|
8
|
Physician Wealth Advisors
Midvale,
Utah
|
$788K
|
+$6.67K
|
+115
|
+0.9%
|
|
|
9
|
Meredith Wealth Planning
Maryville,
Illinois
|
$758K
|
+$761K
|
+13,117
|
New
|
|
|
10
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$664K
|
-$40.5K
|
-699
|
-6%
|
|
|
11
|
Plancorp LLC
Saint Louis,
Missouri
|
$462K
|
–
|
–
|
–
|
|
|
12
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$434K
|
+$433K
|
+7,460
|
New
|
|
|
13
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$406K
|
+$408K
|
+7,039
|
New
|
|
|
14
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$375K
|
+$376K
|
+6,493
|
New
|
|
|
15
|
LPL Financial
San Diego,
California
|
$320K
|
+$321K
|
+5,537
|
New
|
|
|
16
|
Brighton Jones LLC
Seattle,
Washington
|
$290K
|
+$15.5K
|
+267
|
+6%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$250K
|
+$251K
|
+4,324
|
New
|
|
|
18
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$250K
|
+$251K
|
+4,324
|
New
|
|
|
19
|
Two Sigma Securities
New York
|
$243K
|
+$244K
|
+4,208
|
New
|
|
|
20
|
SC&H Financial Advisors
Sparks,
Maryland
|
$210K
|
+$211K
|
+3,634
|
New
|
|
|
21
|
LAM Group
Lake Oswego,
Oregon
|
$194K
|
+$120K
|
+2,075
|
+162%
|
|
|
22
|
Annapolis Financial Services
Annapolis,
Maryland
|
$109K
|
+$79.5K
|
+1,371
|
+269%
|
|
|
23
|
CVA Family Office
Denver,
Colorado
|
$14.5K
|
+$14.6K
|
+251
|
New
|
|
|
24
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$14.4K
|
+$14.4K
|
+249
|
New
|
|
|
25
|
TCI Wealth Advisors
Tucson,
Arizona
|
$3.47K
|
+$1.57K
|
+27
|
+82%
|
|
