|
1
|
Quantum Financial Advisors
El Segundo,
California
|
$36.1M
|
-$327K
|
-8,061
|
-0.8%
|
|
|
2
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$23.4M
|
+$737K
|
+18,175
|
+3%
|
|
|
3
|
|
$14.9M
|
+$5.5M
|
+135,551
|
+52%
|
|
|
4
|
WorthPointe
La Jolla,
California
|
$10.2M
|
+$159K
|
+3,914
|
+1%
|
|
|
5
|
Merriman Wealth Management
Seattle,
Washington
|
$10.2M
|
+$548K
|
+13,513
|
+5%
|
|
|
6
|
BetterWealth
San Jose,
California
|
$9.69M
|
+$202K
|
+4,971
|
+2%
|
|
|
7
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$8.93M
|
+$1.34M
|
+33,157
|
+16%
|
|
|
8
|
Corient Private Wealth
Miami,
Florida
|
$7.45M
|
+$312K
|
+7,698
|
+4%
|
|
|
9
|
Aprio Wealth Management
Atlanta,
Georgia
|
$7.3M
|
-$949K
|
-23,389
|
-11%
|
|
|
10
|
American Century Companies
Kansas City,
Missouri
|
$6.72M
|
+$1.82M
|
+44,901
|
+33%
|
|
|
11
|
Seaside Wealth Management
Carlsbad,
California
|
$6.23M
|
+$484K
|
+11,927
|
+8%
|
|
|
12
|
LAM Group
Lake Oswego,
Oregon
|
$6.1M
|
-$1.24M
|
-30,580
|
-16%
|
|
|
13
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$6.02M
|
+$1.3M
|
+32,105
|
+25%
|
|
|
14
|
Level Financial Advisors
East Amherst,
New York
|
$6M
|
+$1.16M
|
+28,479
|
+22%
|
|
|
15
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$5.76M
|
+$348K
|
+8,573
|
+6%
|
|
|
16
|
Larson Financial Group
St Louis,
Missouri
|
$5.25M
|
-$301K
|
-7,423
|
-5%
|
|
|
17
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$4.53M
|
+$2.93M
|
+72,268
|
+150%
|
|
|
18
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$4.28M
|
+$753K
|
+18,576
|
+20%
|
|
|
19
|
SOL Capital Management
Rockville,
Maryland
|
$3.92M
|
-$274K
|
-6,759
|
-6%
|
|
|
20
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$3.92M
|
+$142K
|
+3,489
|
+3%
|
|
|
21
|
Strategic Blueprint
Atlanta,
Georgia
|
$3.64M
|
+$90.2K
|
+2,224
|
+2%
|
|
|
22
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$3.38M
|
+$3.65M
|
+89,998
|
New
|
|
|
23
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$3.22M
|
-$359K
|
-8,843
|
-9%
|
|
|
24
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$3.03M
|
+$14.8K
|
+366
|
+0.5%
|
|
|
25
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.88M
|
+$169K
|
+4,159
|
+5%
|
|
