|
1
|
Quantum Financial Advisors
El Segundo,
California
|
$47.8M
|
+$6.11M
|
+150,811
|
+15%
|
|
|
2
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$18.1M
|
+$1.06M
|
+26,239
|
+6%
|
|
|
3
|
BetterWealth
San Jose,
California
|
$10.3M
|
+$10.1M
|
+249,560
|
New
|
|
|
4
|
|
$9M
|
+$8.87M
|
+218,779
|
New
|
|
|
5
|
Merriman Wealth Management
Seattle,
Washington
|
$8.52M
|
+$7.39M
|
+182,297
|
+731%
|
|
|
6
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$6.65M
|
+$6.55M
|
+161,617
|
New
|
|
|
7
|
Larson Financial Group
St Louis,
Missouri
|
$6.06M
|
+$5.98M
|
+147,420
|
New
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$5.36M
|
+$5.29M
|
+130,433
|
New
|
|
|
9
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$5.19M
|
+$980K
|
+24,176
|
+24%
|
|
|
10
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$5.03M
|
+$335K
|
+8,273
|
+7%
|
|
|
11
|
LAM Group
Lake Oswego,
Oregon
|
$3.57M
|
+$3.52M
|
+86,725
|
New
|
|
|
12
|
Strategic Blueprint
Atlanta,
Georgia
|
$3.54M
|
+$655K
|
+16,156
|
+23%
|
|
|
13
|
Level Financial Advisors
East Amherst,
New York
|
$3.21M
|
+$2.39M
|
+58,868
|
+308%
|
|
|
14
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3.14M
|
-$149K
|
-3,675
|
-5%
|
|
|
15
|
SOL Capital Management
Rockville,
Maryland
|
$3.11M
|
+$3.07M
|
+75,700
|
New
|
|
|
16
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$3.04M
|
+$3M
|
+74,009
|
New
|
|
|
17
|
WorthPointe
La Jolla,
California
|
$2.96M
|
+$2.06M
|
+50,790
|
+240%
|
|
|
18
|
Red Lighthouse Investment Management
New York
|
$2.85M
|
+$2.81M
|
+69,276
|
New
|
|
|
19
|
American Century Companies
Kansas City,
Missouri
|
$2.28M
|
+$2.25M
|
+55,568
|
New
|
|
|
20
|
Cardiff Park Advisors
Carlsbad,
California
|
$2.05M
|
+$129K
|
+3,191
|
+7%
|
|
|
21
|
Collective Family Office
York,
Pennsylvania
|
$1.71M
|
-$954K
|
-23,536
|
-36%
|
|
|
22
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$1.64M
|
+$1.61M
|
+39,809
|
New
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$1.42M
|
+$1.4M
|
+34,449
|
New
|
|
|
24
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$1.06M
|
+$140K
|
+3,445
|
+15%
|
|
|
25
|
Satovsky Asset Management
New York
|
$1.06M
|
+$1.05M
|
+25,881
|
New
|
|
