|
1
|
Quantum Financial Advisors
El Segundo,
California
|
$39.5M
|
+$1.9M
|
+41,955
|
+4%
|
|
|
2
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$16.1M
|
+$1.77M
|
+39,065
|
+10%
|
|
|
3
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$4.45M
|
+$5.16M
|
+114,157
|
New
|
|
|
4
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$3.98M
|
+$320K
|
+7,081
|
+7%
|
|
|
5
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.95M
|
+$1.99M
|
+43,964
|
+146%
|
|
|
6
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.73M
|
+$430K
|
+9,514
|
+16%
|
|
|
7
|
Collective Family Office
York,
Pennsylvania
|
$2.54M
|
+$829K
|
+18,338
|
+39%
|
|
|
8
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.82M
|
+$63.7K
|
+1,408
|
+3%
|
|
|
9
|
|
$1.5M
|
+$1.41M
|
+31,081
|
+415%
|
|
|
10
|
CPWM LLC
Seattle,
Washington
|
$1.1M
|
-$479K
|
-10,593
|
-27%
|
|
|
11
|
Merriman Wealth Management
Seattle,
Washington
|
$972K
|
+$1.13M
|
+24,925
|
New
|
|
|
12
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$876K
|
+$439K
|
+9,708
|
+76%
|
|
|
13
|
WorthPointe
La Jolla,
California
|
$826K
|
-$261K
|
-5,772
|
-21%
|
|
|
14
|
Level Financial Advisors
East Amherst,
New York
|
$745K
|
+$275K
|
+6,076
|
+47%
|
|
|
15
|
ML&R Wealth Management
Austin,
Texas
|
$484K
|
-$122K
|
-2,707
|
-18%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$424K
|
+$102K
|
+2,254
|
+26%
|
|
|
17
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$411K
|
-$130K
|
-2,883
|
-21%
|
|
|
18
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$361K
|
+$195K
|
+4,309
|
+87%
|
|
|
19
|
NWAM LLC
Mercer Island,
Washington
|
$310K
|
+$360K
|
+7,960
|
New
|
|
|
20
|
Allworth Financial
Folsom,
California
|
$141K
|
-$48.3K
|
-1,067
|
-23%
|
|
|
21
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$115K
|
+$103K
|
+2,268
|
+329%
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$70K
|
+$44.1K
|
+975
|
+237%
|
|
|
23
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$27K
|
–
|
–
|
–
|
|
|
24
|
|
$8K
|
+$9.05K
|
+200
|
New
|
|
|
25
|
|
$6K
|
+$7.19K
|
+159
|
New
|
|
