|
1
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$30.5M
|
+$3.24M
|
+82,686
|
+13%
|
|
|
2
|
Quantum Financial Advisors
El Segundo,
California
|
$21M
|
-$18.7M
|
-476,615
|
-50%
|
|
|
3
|
|
$20M
|
+$2.62M
|
+66,922
|
+17%
|
|
|
4
|
Carlson Capital Management
Northfield,
Minnesota
|
$16.2M
|
+$14.6M
|
+373,119
|
New
|
|
|
5
|
Merriman Wealth Management
Seattle,
Washington
|
$11.2M
|
-$495K
|
-12,645
|
-5%
|
|
|
6
|
WorthPointe
La Jolla,
California
|
$10.9M
|
-$762K
|
-19,461
|
-7%
|
|
|
7
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$10.8M
|
+$359K
|
+9,164
|
+4%
|
|
|
8
|
American Century Companies
Kansas City,
Missouri
|
$8.81M
|
+$960K
|
+24,511
|
+14%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$8.69M
|
+$89.7K
|
+2,290
|
+1%
|
|
|
10
|
Aprio Wealth Management
Atlanta,
Georgia
|
$8.66M
|
+$221K
|
+5,647
|
+3%
|
|
|
11
|
Prairiewood Capital
Fargo,
North Dakota
|
$7.86M
|
+$7.1M
|
+181,428
|
New
|
|
|
12
|
Seaside Wealth Management
Carlsbad,
California
|
$7.53M
|
+$314K
|
+8,019
|
+5%
|
|
|
13
|
BetterWealth
San Jose,
California
|
$6.94M
|
-$3.83M
|
-97,736
|
-38%
|
|
|
14
|
Level Financial Advisors
East Amherst,
New York
|
$6.88M
|
-$34.6K
|
-883
|
-0.6%
|
|
|
15
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$6.77M
|
+$121K
|
+3,099
|
+2%
|
|
|
16
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$5.91M
|
+$883K
|
+22,542
|
+20%
|
|
|
17
|
Larson Financial Group
St Louis,
Missouri
|
$5.85M
|
-$183K
|
-4,668
|
-3%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.76M
|
+$4.83M
|
+123,314
|
+1,287%
|
|
|
19
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$5.46M
|
+$4.94M
|
+126,058
|
New
|
|
|
20
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$5.29M
|
+$59.8K
|
+1,528
|
+1%
|
|
|
21
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$5.22M
|
+$1.94M
|
+49,564
|
+70%
|
|
|
22
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$4.72M
|
-$2.01M
|
-51,354
|
-32%
|
|
|
23
|
SOL Capital Management
Rockville,
Maryland
|
$4.48M
|
-$38.7K
|
-989
|
-0.9%
|
|
|
24
|
Strategic Blueprint
Atlanta,
Georgia
|
$4.41M
|
+$193K
|
+4,921
|
+5%
|
|
|
25
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$4.35M
|
-$155K
|
-3,948
|
-4%
|
|
