|
26
|
Corient Private Wealth
Miami,
Florida
|
$4.23M
|
-$236K
|
-4,755
|
-5%
|
|
|
27
|
MB Generational Wealth
Spokane,
Washington
|
$4.02M
|
+$57K
|
+1,148
|
+1%
|
|
|
28
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$3.94M
|
+$132K
|
+2,651
|
+3%
|
|
|
29
|
Fortress Wealth Management
Culver City,
California
|
$3.63M
|
+$747K
|
+15,047
|
+24%
|
|
|
30
|
Bannerman Wealth Management Group
Lewisville,
Texas
|
$3.38M
|
+$3.63M
|
+73,073
|
New
|
|
|
31
|
Parkshore Wealth Management
Granite Bay,
California
|
$3.29M
|
+$3.54M
|
+71,318
|
New
|
|
|
32
|
Tortoise Investment Management
White Plains,
New York
|
$2.93M
|
+$302K
|
+6,094
|
+11%
|
|
|
33
|
Northland Capital Management
Virginia,
Minnesota
|
$2.81M
|
-$240K
|
-4,843
|
-7%
|
|
|
34
|
CSS LLC
Chicago,
Illinois
|
$2.76M
|
–
|
–
|
–
|
|
|
35
|
Cascade Financial Partners
San Diego,
California
|
$2.61M
|
+$136K
|
+2,734
|
+5%
|
|
|
36
|
Callan Capital
La Jolla,
California
|
$2.41M
|
+$838K
|
+16,876
|
+48%
|
|
|
37
|
MML Investors Services
Springfield,
Massachusetts
|
$2.38M
|
+$215K
|
+4,335
|
+9%
|
|
|
38
|
Creative Planning
Overland Park,
Kansas
|
$2.28M
|
-$135K
|
-2,713
|
-5%
|
|
|
39
|
Private Advisor Group
Morristown,
New Jersey
|
$2.06M
|
-$2.84M
|
-57,319
|
-56%
|
|
|
40
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.03M
|
+$144K
|
+2,900
|
+7%
|
|
|
41
|
Old Mission Capital
Chicago,
Illinois
|
$1.91M
|
-$1.29M
|
-25,987
|
-39%
|
|
|
42
|
LPL Financial
San Diego,
California
|
$1.85M
|
+$353K
|
+7,120
|
+22%
|
|
|
43
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.64M
|
+$165K
|
+3,324
|
+10%
|
|
|
44
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$1.54M
|
+$9.97K
|
+201
|
+0.6%
|
|
|
45
|
B&D White Capital Company
Lakeway,
Texas
|
$1.35M
|
+$414K
|
+8,347
|
+40%
|
|
|
46
|
Cypress Point Wealth Management
Dallas,
Texas
|
$1.34M
|
+$96.9K
|
+1,952
|
+7%
|
|
|
47
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$1.33M
|
+$188K
|
+3,785
|
+15%
|
|
|
48
|
Asset Dedication LLC
San Francisco,
California
|
$1.16M
|
-$248
|
-5
|
-0%
|
|
|
49
|
UMB Bank
Kansas City,
Missouri
|
$1.11M
|
-$6.15K
|
-124
|
-0.5%
|
|
|
50
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.03M
|
+$1.29K
|
+26
|
+0.1%
|
|
