|
1
|
Modern Wealth Management
Lenexa,
Kansas
|
$20.5M
|
+$15.5M
|
+218,092
|
New
|
|
|
2
|
Paragon Advisors
College Station,
Texas
|
$11.5M
|
-$1.19M
|
-16,827
|
-10%
|
|
|
3
|
Wealthstream Advisors
New York
|
$9.02M
|
+$424K
|
+5,985
|
+5%
|
|
|
4
|
Nova R Wealth
Overland Park,
Kansas
|
$8.04M
|
-$93.8K
|
-1,324
|
-1%
|
|
|
5
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$5.56M
|
-$99.6K
|
-1,405
|
-2%
|
|
|
6
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$5.2M
|
-$104K
|
-1,462
|
-2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$5.1M
|
+$2.76K
|
+39
|
+0.1%
|
|
|
8
|
Index Fund Advisors
Irvine,
California
|
$4.51M
|
+$82.8K
|
+1,168
|
+2%
|
|
|
9
|
FMB Wealth Management
Westlake Village,
California
|
$4.48M
|
+$4.68K
|
+66
|
+0.1%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.31M
|
+$268K
|
+3,779
|
+7%
|
|
|
11
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$4.11M
|
+$39.3K
|
+555
|
+1%
|
|
|
12
|
Meredith Wealth Planning
Maryville,
Illinois
|
$3.88M
|
+$1.7M
|
+24,032
|
+85%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
$2.72M
|
+$81K
|
+1,143
|
+3%
|
|
|
14
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$2.26M
|
+$284
|
+4
|
+0%
|
|
|
15
|
Advisory Services Network
Atlanta,
Georgia
|
$2.21M
|
–
|
–
|
–
|
|
|
16
|
WR Wealth Planners
Columbia,
Missouri
|
$1.9M
|
+$141K
|
+1,983
|
+8%
|
|
|
17
|
BIP Wealth
Atlanta,
Georgia
|
$1.82M
|
+$760K
|
+10,719
|
+77%
|
|
|
18
|
Evanson Asset Management
Carmel,
California
|
$1.73M
|
+$196K
|
+2,761
|
+13%
|
|
|
19
|
Aveo Capital Partners
Englewood,
Colorado
|
$1.72M
|
+$63.3K
|
+893
|
+4%
|
|
|
20
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$1.67M
|
+$681K
|
+9,612
|
+74%
|
|
|
21
|
SC&H Financial Advisors
Sparks,
Maryland
|
$1.67M
|
+$60.5K
|
+854
|
+4%
|
|
|
22
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$1.58M
|
-$2.06K
|
-29
|
-0.1%
|
|
|
23
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$1.51M
|
+$1.45M
|
+20,484
|
New
|
|
|
24
|
Fermata Advisors
Sonoma,
California
|
$1.44M
|
+$147K
|
+2,079
|
+12%
|
|
|
25
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$1.29M
|
+$3.4K
|
+48
|
+0.3%
|
|
