|
1
|
Wealthstream Advisors
New York
|
$14.1M
|
+$443K
|
+5,500
|
+3%
|
|
|
2
|
Meredith Wealth Planning
Maryville,
Illinois
|
$13.4M
|
+$1.1M
|
+13,682
|
+9%
|
|
|
3
|
Nova R Wealth
Overland Park,
Kansas
|
$8.51M
|
-$122K
|
-1,521
|
-1%
|
|
|
4
|
BIP Wealth
Atlanta,
Georgia
|
$7.78M
|
+$1.84M
|
+22,860
|
+32%
|
|
|
5
|
Paragon Advisors
College Station,
Texas
|
$6.79M
|
-$761K
|
-9,456
|
-10%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$6.31M
|
-$158K
|
-1,958
|
-3%
|
|
|
7
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$6.22M
|
+$248K
|
+3,081
|
+4%
|
|
|
8
|
Index Fund Advisors
Irvine,
California
|
$5.9M
|
+$204K
|
+2,537
|
+4%
|
|
|
9
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$5.45M
|
-$1.69K
|
-21
|
-0%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.26M
|
+$158K
|
+1,957
|
+3%
|
|
|
11
|
FMB Wealth Management
Westlake Village,
California
|
$5.22M
|
-$483
|
-6
|
-0%
|
|
|
12
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$4.62M
|
-$30.7K
|
-381
|
-0.7%
|
|
|
13
|
Pacific Asset Management
Gig Harbor,
Washington
|
$4.37M
|
+$507K
|
+6,299
|
+14%
|
|
|
14
|
B&D White Capital Company
Lakeway,
Texas
|
$3.77M
|
+$1.82M
|
+22,615
|
+100%
|
|
|
15
|
Austin Wealth Management
Austin,
Texas
|
$3.56M
|
+$282K
|
+3,504
|
+9%
|
|
|
16
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$3.11M
|
+$124K
|
+1,536
|
+4%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$3.09M
|
+$180K
|
+2,237
|
+6%
|
|
|
18
|
Fermata Advisors
Sonoma,
California
|
$2.99M
|
+$48.9K
|
+607
|
+2%
|
|
|
19
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$2.98M
|
+$218K
|
+2,702
|
+8%
|
|
|
20
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$2.79M
|
+$242K
|
+3,005
|
+10%
|
|
|
21
|
Evanson Asset Management
Carmel,
California
|
$2.44M
|
+$281K
|
+3,489
|
+14%
|
|
|
22
|
EntreWealth
Austin,
Texas
|
$2.39M
|
+$553K
|
+6,867
|
+32%
|
|
|
23
|
SC&H Financial Advisors
Sparks,
Maryland
|
$2.27M
|
-$69.4K
|
-862
|
-3%
|
|
|
24
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$2.23M
|
+$103K
|
+1,282
|
+5%
|
|
|
25
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$2.23M
|
+$330K
|
+4,098
|
+18%
|
|
