|
1
|
Meredith Wealth Planning
Maryville,
Illinois
|
$52.1M
|
+$6.54M
|
+78,479
|
+15%
|
|
|
2
|
Paul R. Ried Financial Group
Bellevue,
Washington
|
$10M
|
+$1.02M
|
+12,257
|
+12%
|
|
|
3
|
B&D White Capital Company
Lakeway,
Texas
|
$4.36M
|
–
|
–
|
–
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.28M
|
+$61K
|
+731
|
+2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$2.68M
|
+$697K
|
+8,361
|
+36%
|
|
|
6
|
McCartney Wealth Management
Clayton,
Missouri
|
$2.49M
|
+$59.4K
|
+712
|
+2%
|
|
|
7
|
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
|
$2.49M
|
+$2.44M
|
+29,239
|
New
|
|
|
8
|
Evanson Financial
Mclean,
Virginia
|
$2.4M
|
+$2.36M
|
+28,269
|
New
|
|
|
9
|
M Wealth Management LLC
San Diego,
California
|
$2.29M
|
+$2K
|
+24
|
+0.1%
|
|
|
10
|
AQR Capital Management
Greenwich,
Connecticut
|
$1.98M
|
+$24K
|
+288
|
+1%
|
|
|
11
|
Maimon Wealth Management
Ra'anana,
Israel
|
$1.38M
|
+$1.1M
|
+13,150
|
+431%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$1.32M
|
-$751K
|
-9,005
|
-37%
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.13M
|
+$341K
|
+4,084
|
+45%
|
|
|
14
|
EntreWealth
Austin,
Texas
|
$961K
|
+$119K
|
+1,425
|
+15%
|
|
|
15
|
Focus Partners Wealth
Boston,
Massachusetts
|
$918K
|
+$456K
|
+5,465
|
+103%
|
|
|
16
|
Ridgeline Wealth
Mesa,
Arizona
|
$718K
|
+$8.92K
|
+107
|
+1%
|
|
|
17
|
|
$652K
|
-$30.5K
|
-366
|
-5%
|
|
|
18
|
Asset One Wealth Management
Bellevue,
Washington
|
$530K
|
+$14.6K
|
+175
|
+3%
|
|
|
19
|
|
$473K
|
+$173K
|
+2,069
|
+59%
|
|
|
20
|
Empirical Finance
Havertown,
Pennsylvania
|
$447K
|
–
|
–
|
–
|
|
|
21
|
Farther Finance Advisors
San Francisco,
California
|
$383K
|
+$3.84K
|
+46
|
+1%
|
|
|
22
|
Copper Harbor Investment Advisors
Appleton,
Wisconsin
|
$382K
|
+$374K
|
+4,490
|
New
|
|
|
23
|
Vawter Financial
Columbus,
Ohio
|
$353K
|
-$15.9K
|
-191
|
-4%
|
|
|
24
|
Atomi Financial Group
New York
|
$311K
|
-$584
|
-7
|
-0.2%
|
|
|
25
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$280K
|
-$19.6K
|
-235
|
-6%
|
|
