|
1
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$30M
|
+$192K
|
+4,606
|
+0.7%
|
|
|
2
|
|
$23.6M
|
+$4.04M
|
+96,813
|
+21%
|
|
|
3
|
Empowered Funds
Havertown,
Pennsylvania
|
$18.6M
|
+$18.4M
|
+439,924
|
New
|
|
|
4
|
Quantum Financial Advisors
El Segundo,
California
|
$16.3M
|
-$4.12M
|
-98,647
|
-20%
|
|
|
5
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$12.8M
|
+$6.08M
|
+145,624
|
+93%
|
|
|
6
|
Merriman Wealth Management
Seattle,
Washington
|
$11.5M
|
+$589K
|
+14,097
|
+5%
|
|
|
7
|
BetterWealth
San Jose,
California
|
$11.3M
|
+$4.46M
|
+106,823
|
+67%
|
|
|
8
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$11M
|
+$377K
|
+9,026
|
+4%
|
|
|
9
|
WorthPointe
La Jolla,
California
|
$10.6M
|
-$64.2K
|
-1,537
|
-0.6%
|
|
|
10
|
Aprio Wealth Management
Atlanta,
Georgia
|
$10.3M
|
+$1.85M
|
+44,367
|
+22%
|
|
|
11
|
American Century Companies
Kansas City,
Missouri
|
$9.62M
|
+$1.01M
|
+24,107
|
+12%
|
|
|
12
|
Carlson Capital Management
Northfield,
Minnesota
|
$8.42M
|
-$7.26M
|
-173,919
|
-47%
|
|
|
13
|
Prairiewood Capital
Fargo,
North Dakota
|
$8.28M
|
+$598K
|
+14,331
|
+8%
|
|
|
14
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$7.92M
|
+$2.56M
|
+61,267
|
+49%
|
|
|
15
|
Seaside Wealth Management
Carlsbad,
California
|
$7.54M
|
+$189K
|
+4,536
|
+3%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.05M
|
+$1.42M
|
+33,890
|
+26%
|
|
|
17
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$6.71M
|
+$934K
|
+22,370
|
+16%
|
|
|
18
|
Level Financial Advisors
East Amherst,
New York
|
$6.63M
|
-$88.6K
|
-2,123
|
-1%
|
|
|
19
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$5.3M
|
+$137K
|
+3,273
|
+3%
|
|
|
20
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$5.18M
|
+$563K
|
+13,479
|
+12%
|
|
|
21
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$5.09M
|
-$2.8K
|
-67
|
-0.1%
|
|
|
22
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$4.83M
|
+$1.09M
|
+26,081
|
+30%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$4.64M
|
+$4.58M
|
+109,801
|
New
|
|
|
24
|
Strategic Blueprint
Atlanta,
Georgia
|
$4.48M
|
+$178K
|
+4,252
|
+4%
|
|
|
25
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$4.25M
|
+$4.72K
|
+113
|
+0.1%
|
|
