|
1
|
Wealthstream Advisors
New York
|
$10.5M
|
+$1.72M
|
+23,143
|
+19%
|
|
|
2
|
Paragon Advisors
College Station,
Texas
|
$10.5M
|
-$803K
|
-10,792
|
-7%
|
|
|
3
|
Nova R Wealth
Overland Park,
Kansas
|
$7.83M
|
-$46.7K
|
-627
|
-0.6%
|
|
|
4
|
Meredith Wealth Planning
Maryville,
Illinois
|
$6M
|
+$2.27M
|
+30,450
|
+58%
|
|
|
5
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$5.42M
|
-$29K
|
-389
|
-0.5%
|
|
|
6
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$4.98M
|
-$119K
|
-1,593
|
-2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$4.96M
|
-$40.4K
|
-543
|
-0.8%
|
|
|
8
|
Index Fund Advisors
Irvine,
California
|
$4.84M
|
+$429K
|
+5,758
|
+9%
|
|
|
9
|
FMB Wealth Management
Westlake Village,
California
|
$4.39M
|
+$2.01K
|
+27
|
+0%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.39M
|
+$171K
|
+2,300
|
+4%
|
|
|
11
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$4.13M
|
+$96.8K
|
+1,300
|
+2%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$2.84M
|
+$187K
|
+2,506
|
+7%
|
|
|
13
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$2.35M
|
+$134K
|
+1,805
|
+6%
|
|
|
14
|
Fermata Advisors
Sonoma,
California
|
$2.28M
|
+$890K
|
+11,960
|
+61%
|
|
|
15
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$2.08M
|
+$545K
|
+7,318
|
+34%
|
|
|
16
|
BIP Wealth
Atlanta,
Georgia
|
$2.04M
|
+$262K
|
+3,516
|
+14%
|
|
|
17
|
WR Wealth Planners
Columbia,
Missouri
|
$2M
|
+$139K
|
+1,870
|
+7%
|
|
|
18
|
|
$1.86M
|
+$1.45M
|
+19,462
|
+310%
|
|
|
19
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$1.78M
|
+$147K
|
+1,975
|
+9%
|
|
|
20
|
Advisory Services Network
Atlanta,
Georgia
|
$1.76M
|
-$557K
|
-7,480
|
-23%
|
|
|
21
|
Evanson Asset Management
Carmel,
California
|
$1.71M
|
+$18.9K
|
+254
|
+1%
|
|
|
22
|
Austin Wealth Management
Austin,
Texas
|
$1.68M
|
+$782K
|
+10,503
|
+86%
|
|
|
23
|
Pacific Asset Management
Gig Harbor,
Washington
|
$1.68M
|
+$1.73M
|
+23,214
|
New
|
|
|
24
|
SC&H Financial Advisors
Sparks,
Maryland
|
$1.67M
|
+$41.9K
|
+563
|
+2%
|
|
|
25
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.54M
|
-$14.6M
|
-196,759
|
-90%
|
|
