|
1
|
Wealthstream Advisors
New York
|
$12.7M
|
+$546K
|
+7,515
|
+5%
|
|
|
2
|
Meredith Wealth Planning
Maryville,
Illinois
|
$11.4M
|
+$3.32M
|
+45,659
|
+45%
|
|
|
3
|
Nova R Wealth
Overland Park,
Kansas
|
$8.03M
|
-$112K
|
-1,548
|
-1%
|
|
|
4
|
Paragon Advisors
College Station,
Texas
|
$7.04M
|
-$3.84M
|
-52,822
|
-37%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$6.02M
|
+$387K
|
+5,322
|
+7%
|
|
|
6
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$5.54M
|
+$123K
|
+1,698
|
+2%
|
|
|
7
|
BIP Wealth
Atlanta,
Georgia
|
$5.46M
|
+$1.69M
|
+23,333
|
+50%
|
|
|
8
|
Index Fund Advisors
Irvine,
California
|
$5.28M
|
+$325K
|
+4,480
|
+7%
|
|
|
9
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$5.06M
|
-$256K
|
-3,522
|
-5%
|
|
|
10
|
FMB Wealth Management
Westlake Village,
California
|
$4.85M
|
+$131K
|
+1,797
|
+3%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.73M
|
-$117K
|
-1,611
|
-3%
|
|
|
12
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$4.32M
|
-$97.8K
|
-1,346
|
-2%
|
|
|
13
|
Pacific Asset Management
Gig Harbor,
Washington
|
$3.57M
|
+$730K
|
+10,044
|
+28%
|
|
|
14
|
Austin Wealth Management
Austin,
Texas
|
$3.07M
|
+$641K
|
+8,831
|
+29%
|
|
|
15
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$2.77M
|
+$964K
|
+13,272
|
+59%
|
|
|
16
|
Fermata Advisors
Sonoma,
California
|
$2.73M
|
+$304K
|
+4,182
|
+13%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$2.69M
|
-$373K
|
-5,136
|
-13%
|
|
|
18
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$2.56M
|
+$114K
|
+1,572
|
+5%
|
|
|
19
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$2.35M
|
+$174K
|
+2,399
|
+9%
|
|
|
20
|
SC&H Financial Advisors
Sparks,
Maryland
|
$2.18M
|
+$278K
|
+3,824
|
+16%
|
|
|
21
|
Evanson Asset Management
Carmel,
California
|
$1.99M
|
+$133K
|
+1,825
|
+8%
|
|
|
22
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$1.97M
|
+$169K
|
+2,322
|
+10%
|
|
|
23
|
Strategic Financial Concepts
San Antonio,
Texas
|
$1.97M
|
+$684K
|
+9,421
|
+59%
|
|
|
24
|
|
$1.92M
|
-$238K
|
-3,276
|
-12%
|
|
|
25
|
Ridgeline Wealth
Mesa,
Arizona
|
$1.91M
|
+$73.8K
|
+1,016
|
+4%
|
|
