|
1
|
Meredith Wealth Planning
Maryville,
Illinois
|
$20M
|
+$6.1M
|
+72,141
|
+45%
|
|
|
2
|
Greenspring Advisors
Towson,
Maryland
|
$15M
|
+$14.7M
|
+174,276
|
New
|
|
|
3
|
BIP Wealth
Atlanta,
Georgia
|
$8.92M
|
+$885K
|
+10,474
|
+11%
|
|
|
4
|
Nova R Wealth
Overland Park,
Kansas
|
$8.58M
|
-$184K
|
-2,174
|
-2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$6.62M
|
+$116K
|
+1,369
|
+2%
|
|
|
6
|
Index Fund Advisors
Irvine,
California
|
$6.54M
|
+$455K
|
+5,378
|
+8%
|
|
|
7
|
Pacific Asset Management
Gig Harbor,
Washington
|
$6.01M
|
+$1.48M
|
+17,537
|
+33%
|
|
|
8
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$5.86M
|
-$537K
|
-6,354
|
-9%
|
|
|
9
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$5.61M
|
-$507
|
-6
|
-0%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.56M
|
+$142K
|
+1,675
|
+3%
|
|
|
11
|
Paragon Advisors
College Station,
Texas
|
$5.4M
|
-$1.57M
|
-18,581
|
-23%
|
|
|
12
|
FMB Wealth Management
Westlake Village,
California
|
$5.39M
|
+$17.3K
|
+205
|
+0.3%
|
|
|
13
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$4.8M
|
+$43.8K
|
+518
|
+0.9%
|
|
|
14
|
Frankly Finances
Winter Park,
Florida
|
$4.44M
|
+$4.36M
|
+51,639
|
New
|
|
|
15
|
Austin Wealth Management
Austin,
Texas
|
$4.04M
|
+$268K
|
+3,172
|
+7%
|
|
|
16
|
Align Financial
Hermantown,
Minnesota
|
$3.88M
|
+$3.82M
|
+45,164
|
New
|
|
|
17
|
B&D White Capital Company
Lakeway,
Texas
|
$3.88M
|
+$85
|
+1
|
+0%
|
|
|
18
|
Fermata Advisors
Sonoma,
California
|
$3.49M
|
+$405K
|
+4,791
|
+13%
|
|
|
19
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$3.21M
|
+$6.85K
|
+81
|
+0.2%
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
$3.17M
|
-$4.9K
|
-58
|
-0.2%
|
|
|
21
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$2.83M
|
-$240K
|
-2,838
|
-8%
|
|
|
22
|
Evanson Asset Management
Carmel,
California
|
$2.77M
|
+$258K
|
+3,050
|
+10%
|
|
|
23
|
EntreWealth
Austin,
Texas
|
$2.69M
|
+$41.5K
|
+491
|
+2%
|
|
|
24
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$2.68M
|
+$2.63M
|
+31,157
|
New
|
|
|
25
|
Cogent Private Wealth
Orlando,
Florida
|
$2.61M
|
+$2.56M
|
+30,338
|
New
|
|
