|
1
|
Wealthstream Advisors
New York
|
$11.1M
|
+$822K
|
+11,189
|
+8%
|
|
|
2
|
Paragon Advisors
College Station,
Texas
|
$10.2M
|
-$89K
|
-1,212
|
-0.8%
|
|
|
3
|
Nova R Wealth
Overland Park,
Kansas
|
$7.49M
|
-$227K
|
-3,084
|
-3%
|
|
|
4
|
Meredith Wealth Planning
Maryville,
Illinois
|
$7.21M
|
+$1.34M
|
+18,302
|
+22%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$5.15M
|
+$281K
|
+3,830
|
+6%
|
|
|
6
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$4.97M
|
-$374K
|
-5,088
|
-7%
|
|
|
7
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$4.9M
|
–
|
–
|
–
|
|
|
8
|
Index Fund Advisors
Irvine,
California
|
$4.53M
|
-$233K
|
-3,177
|
-5%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.46M
|
+$151K
|
+2,058
|
+3%
|
|
|
10
|
FMB Wealth Management
Westlake Village,
California
|
$4.33M
|
+$8.89K
|
+121
|
+0.2%
|
|
|
11
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$4.06M
|
+$5.66K
|
+77
|
+0.1%
|
|
|
12
|
BIP Wealth
Atlanta,
Georgia
|
$3.36M
|
+$1.39M
|
+18,935
|
+67%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
$2.84M
|
+$46.2K
|
+629
|
+2%
|
|
|
14
|
Pacific Asset Management
Gig Harbor,
Washington
|
$2.57M
|
+$942K
|
+12,825
|
+55%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$2.29M
|
+$998K
|
+13,585
|
+73%
|
|
|
16
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$2.24M
|
-$67.5K
|
-919
|
-3%
|
|
|
17
|
Fermata Advisors
Sonoma,
California
|
$2.21M
|
-$32.6K
|
-444
|
-1%
|
|
|
18
|
Austin Wealth Management
Austin,
Texas
|
$2.13M
|
+$557K
|
+7,582
|
+33%
|
|
|
19
|
|
$2M
|
+$170K
|
+2,310
|
+9%
|
|
|
20
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$1.99M
|
+$247K
|
+3,359
|
+14%
|
|
|
21
|
Aveo Capital Partners
Englewood,
Colorado
|
$1.84M
|
+$337K
|
+4,586
|
+22%
|
|
|
22
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$1.81M
|
-$244K
|
-3,323
|
-12%
|
|
|
23
|
SC&H Financial Advisors
Sparks,
Maryland
|
$1.73M
|
+$87.6K
|
+1,192
|
+5%
|
|
|
24
|
Evanson Asset Management
Carmel,
California
|
$1.7M
|
+$20.4K
|
+277
|
+1%
|
|
|
25
|
Ridgeline Wealth
Mesa,
Arizona
|
$1.68M
|
+$175K
|
+2,381
|
+11%
|
|
