|
1
|
Meredith Wealth Planning
Maryville,
Illinois
|
$24.5M
|
+$4.13M
|
+45,898
|
+20%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.2M
|
+$14.8M
|
+164,962
|
+255%
|
|
|
3
|
Greenspring Advisors
Towson,
Maryland
|
$15.3M
|
-$9K
|
-100
|
-0.1%
|
|
|
4
|
BIP Wealth
Atlanta,
Georgia
|
$9.55M
|
+$419K
|
+4,651
|
+4%
|
|
|
5
|
AQR Capital Management
Greenwich,
Connecticut
|
$9.53M
|
+$9.01M
|
+100,131
|
+1,229%
|
|
|
6
|
IEQ Capital
Foster City,
California
|
$8.81M
|
+$9.01M
|
+100,131
|
New
|
|
|
7
|
Nova R Wealth
Overland Park,
Kansas
|
$8.6M
|
-$200K
|
-2,222
|
-2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$7.89M
|
+$1.13M
|
+12,608
|
+16%
|
|
|
9
|
Index Fund Advisors
Irvine,
California
|
$7.64M
|
+$960K
|
+10,665
|
+14%
|
|
|
10
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$7.59M
|
+$1.61M
|
+17,931
|
+26%
|
|
|
11
|
Paragon Advisors
College Station,
Texas
|
$6.48M
|
+$977K
|
+10,855
|
+17%
|
|
|
12
|
Pacific Asset Management
Gig Harbor,
Washington
|
$6.47M
|
+$328K
|
+3,644
|
+5%
|
|
|
13
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$5.71M
|
-$41.7K
|
-463
|
-0.7%
|
|
|
14
|
FMB Wealth Management
Westlake Village,
California
|
$5.46M
|
-$70.9K
|
-788
|
-1%
|
|
|
15
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$5M
|
+$85.8K
|
+953
|
+2%
|
|
|
16
|
Frankly Finances
Winter Park,
Florida
|
$4.67M
|
+$128K
|
+1,420
|
+3%
|
|
|
17
|
Align Financial
Hermantown,
Minnesota
|
$3.92M
|
-$60.4K
|
-671
|
-1%
|
|
|
18
|
B&D White Capital Company
Lakeway,
Texas
|
$3.85M
|
-$124K
|
-1,380
|
-3%
|
|
|
19
|
Fermata Advisors
Sonoma,
California
|
$3.79M
|
+$225K
|
+2,505
|
+6%
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
$3.36M
|
+$109K
|
+1,207
|
+3%
|
|
|
21
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$3.3M
|
+$3.38M
|
+37,528
|
New
|
|
|
22
|
EntreWealth
Austin,
Texas
|
$3.18M
|
+$623K
|
+6,925
|
+24%
|
|
|
23
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$3.12M
|
-$173K
|
-1,920
|
-5%
|
|
|
24
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.05M
|
+$3.12M
|
+34,659
|
New
|
|
|
25
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$2.95M
|
+$307K
|
+3,406
|
+11%
|
|
