|
1
|
Paragon Advisors
College Station,
Texas
|
$10.1M
|
+$10.4M
|
+172,199
|
New
|
|
|
2
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$8.11M
|
-$61.6K
|
-1,015
|
-0.7%
|
|
|
3
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$3.94M
|
+$861K
|
+14,195
|
+27%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.27M
|
+$446K
|
+7,347
|
+24%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$2.11M
|
+$647K
|
+10,670
|
+42%
|
|
|
6
|
Index Fund Advisors
Irvine,
California
|
$1.99M
|
+$333K
|
+5,491
|
+19%
|
|
|
7
|
Advisory Services Network
Atlanta,
Georgia
|
$1.63M
|
+$642K
|
+10,575
|
+62%
|
|
|
8
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$1.25M
|
+$1.28M
|
+21,180
|
New
|
|
|
9
|
WR Wealth Planners
Columbia,
Missouri
|
$1.18M
|
+$1.22M
|
+20,059
|
New
|
|
|
10
|
Physician Wealth Advisors
Midvale,
Utah
|
$1.08M
|
+$262K
|
+4,324
|
+31%
|
|
|
11
|
Aveo Capital Partners
Englewood,
Colorado
|
$1.05M
|
+$11.5K
|
+189
|
+1%
|
|
|
12
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$1.02M
|
-$39.4K
|
-650
|
-4%
|
|
|
13
|
Meredith Wealth Planning
Maryville,
Illinois
|
$1.02M
|
+$194K
|
+3,194
|
+23%
|
|
|
14
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$879K
|
+$551K
|
+9,077
|
+154%
|
|
|
15
|
Fermata Advisors
Sonoma,
California
|
$816K
|
+$119K
|
+1,957
|
+16%
|
|
|
16
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$679K
|
+$27.6K
|
+455
|
+4%
|
|
|
17
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$670K
|
+$94.8K
|
+1,563
|
+16%
|
|
|
18
|
Wealthstream Advisors
New York
|
$582K
|
+$600K
|
+9,896
|
New
|
|
|
19
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$477K
|
+$73.3K
|
+1,209
|
+18%
|
|
|
20
|
SC&H Financial Advisors
Sparks,
Maryland
|
$475K
|
+$147K
|
+2,430
|
+43%
|
|
|
21
|
Plancorp LLC
Saint Louis,
Missouri
|
$471K
|
+$1.46K
|
+24
|
+0.3%
|
|
|
22
|
Evanson Asset Management
Carmel,
California
|
$468K
|
+$153K
|
+2,516
|
+46%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$456K
|
–
|
–
|
–
|
|
|
24
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$344K
|
+$355K
|
+5,853
|
New
|
|
|
25
|
Annapolis Financial Services
Annapolis,
Maryland
|
$291K
|
+$84.7K
|
+1,397
|
+39%
|
|
