|
1
|
Meredith Wealth Planning
Maryville,
Illinois
|
$32M
|
+$2.24M
|
+32,851
|
+8%
|
|
|
2
|
Paul R. Ried Financial Group
Bellevue,
Washington
|
$5.41M
|
+$844K
|
+12,404
|
+19%
|
|
|
3
|
B&D White Capital Company
Lakeway,
Texas
|
$3.6M
|
+$1.74M
|
+25,530
|
+99%
|
|
|
4
|
M Wealth Management LLC
San Diego,
California
|
$2.02M
|
-$124K
|
-1,816
|
-6%
|
|
|
5
|
Evanson Asset Management
Carmel,
California
|
$1.81M
|
+$53.2K
|
+781
|
+3%
|
|
|
6
|
Austin Wealth Management
Austin,
Texas
|
$753K
|
+$81.3K
|
+1,195
|
+13%
|
|
|
7
|
Ridgeline Wealth
Mesa,
Arizona
|
$615K
|
-$4.7K
|
-69
|
-0.8%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$407K
|
+$394K
|
+5,792
|
New
|
|
|
9
|
EntreWealth
Austin,
Texas
|
$405K
|
+$106K
|
+1,564
|
+37%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$371K
|
–
|
–
|
–
|
|
|
11
|
Vawter Financial
Columbus,
Ohio
|
$343K
|
+$332K
|
+4,879
|
New
|
|
|
12
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$290K
|
+$280K
|
+4,119
|
New
|
|
|
13
|
Atomi Financial Group
New York
|
$219K
|
+$212K
|
+3,108
|
New
|
|
|
14
|
Cloud Capital Management
Seattle,
Washington
|
$72K
|
+$70.2K
|
+1,032
|
New
|
|
|
15
|
Red Lighthouse Investment Management
New York
|
$62.7K
|
+$1.43K
|
+21
|
+2%
|
|
|
16
|
Rialto Wealth Management
Syracuse,
New York
|
$26.1K
|
+$25.2K
|
+371
|
New
|
|
|
17
|
Orion Capital Management
Coronado,
California
|
$22.2K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$21.5K
|
+$20.8K
|
+305
|
New
|
|
|
19
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$13.7K
|
–
|
–
|
–
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$245K
|
-3,749
|
Closed
|
|
|
21
|
|
–
|
-$209K
|
-3,211
|
Closed
|
|
|
22
|
MAI Capital Management
Independence,
Ohio
|
–
|
-$290
|
-4
|
Closed
|
|
