|
1
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$8.34M
|
-$784K
|
-13,496
|
-9%
|
|
|
2
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$3.17M
|
+$956K
|
+16,461
|
+45%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.88M
|
+$109K
|
+1,883
|
+6%
|
|
|
4
|
Index Fund Advisors
Irvine,
California
|
$1.7M
|
+$391K
|
+6,727
|
+31%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$1.61M
|
+$354K
|
+6,090
|
+29%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.51M
|
+$1.14M
|
+19,678
|
+355%
|
|
|
7
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$1.08M
|
–
|
–
|
–
|
|
|
8
|
Aveo Capital Partners
Englewood,
Colorado
|
$1.06M
|
+$1.02M
|
+17,606
|
New
|
|
|
9
|
Advisory Services Network
Atlanta,
Georgia
|
$1.03M
|
+$995K
|
+17,132
|
New
|
|
|
10
|
V Wealth Advisors
Overland Park,
Kansas
|
$995K
|
-$537K
|
-9,238
|
-36%
|
|
|
11
|
Physician Wealth Advisors
Midvale,
Utah
|
$847K
|
+$33.3K
|
+573
|
+4%
|
|
|
12
|
Meredith Wealth Planning
Maryville,
Illinois
|
$843K
|
+$54.2K
|
+933
|
+7%
|
|
|
13
|
Fermata Advisors
Sonoma,
California
|
$715K
|
+$693K
|
+11,921
|
New
|
|
|
14
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$665K
|
+$267K
|
+4,595
|
+71%
|
|
|
15
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$590K
|
-$95.7K
|
-1,647
|
-14%
|
|
|
16
|
Plancorp LLC
Saint Louis,
Missouri
|
$480K
|
–
|
–
|
–
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$465K
|
+$450K
|
+7,751
|
New
|
|
|
18
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$414K
|
+$401K
|
+6,902
|
New
|
|
|
19
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$353K
|
+$342K
|
+5,878
|
New
|
|
|
20
|
SC&H Financial Advisors
Sparks,
Maryland
|
$339K
|
+$117K
|
+2,015
|
+55%
|
|
|
21
|
Evanson Asset Management
Carmel,
California
|
$327K
|
+$316K
|
+5,443
|
New
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$318K
|
+$308K
|
+5,295
|
New
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$273K
|
+$265K
|
+4,555
|
New
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$260K
|
–
|
–
|
–
|
|
|
25
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$260K
|
–
|
–
|
–
|
|
