|
1
|
Meredith Wealth Planning
Maryville,
Illinois
|
$27.5M
|
+$1.66M
|
+27,013
|
+7%
|
|
|
2
|
Paul R. Ried Financial Group
Bellevue,
Washington
|
$4.21M
|
+$552K
|
+8,970
|
+16%
|
|
|
3
|
M Wealth Management LLC
San Diego,
California
|
$1.99M
|
-$468K
|
-7,594
|
-20%
|
|
|
4
|
B&D White Capital Company
Lakeway,
Texas
|
$1.68M
|
+$1.58M
|
+25,698
|
New
|
|
|
5
|
Evanson Asset Management
Carmel,
California
|
$1.63M
|
+$207K
|
+3,357
|
+16%
|
|
|
6
|
Austin Wealth Management
Austin,
Texas
|
$629K
|
+$144K
|
+2,344
|
+33%
|
|
|
7
|
Ridgeline Wealth
Mesa,
Arizona
|
$574K
|
-$10.7M
|
-173,361
|
-95%
|
|
|
8
|
Focus Partners Wealth
Boston,
Massachusetts
|
$344K
|
+$246
|
+4
|
+0.1%
|
|
|
9
|
EntreWealth
Austin,
Texas
|
$273K
|
+$258K
|
+4,188
|
New
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$245K
|
-$257K
|
-4,165
|
-53%
|
|
|
11
|
|
$209K
|
-$41.3K
|
-671
|
-17%
|
|
|
12
|
Red Lighthouse Investment Management
New York
|
$56.8K
|
+$53.6K
|
+871
|
New
|
|
|
13
|
Orion Capital Management
Coronado,
California
|
$20.5K
|
–
|
–
|
–
|
|
|
14
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$12.7K
|
–
|
–
|
–
|
|
|
15
|
MAI Capital Management
Independence,
Ohio
|
$290
|
–
|
–
|
–
|
|
|
16
|
|
–
|
-$11M
|
-180,457
|
Closed
|
|
|
17
|
Vawter Financial
Columbus,
Ohio
|
–
|
-$279K
|
-4,583
|
Closed
|
|
