|
26
|
Bayshore Asset Management
Coral Gables,
Florida
|
$5.35M
|
-$23.5K
|
-423
|
-0.5%
|
|
|
27
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$5.33M
|
-$31.9K
|
-574
|
-0.6%
|
|
|
28
|
Bannerman Wealth Management Group
Lewisville,
Texas
|
$4.79M
|
+$105K
|
+1,881
|
+2%
|
|
|
29
|
Cascade Financial Partners
San Diego,
California
|
$4.52M
|
+$36.6K
|
+659
|
+0.8%
|
|
|
30
|
Tortoise Investment Management
White Plains,
New York
|
$4.05M
|
+$32.8K
|
+590
|
+0.8%
|
|
|
31
|
Simplicity Wealth
Summit,
New Jersey
|
$3.93M
|
-$3.84M
|
-69,172
|
-50%
|
|
|
32
|
MB Generational Wealth
Spokane,
Washington
|
$3.79M
|
+$3.67M
|
+66,119
|
New
|
|
|
33
|
MML Investors Services
Springfield,
Massachusetts
|
$3.76M
|
-$137K
|
-2,471
|
-4%
|
|
|
34
|
Corient Private Wealth
Miami,
Florida
|
$3.72M
|
+$259K
|
+4,663
|
+8%
|
|
|
35
|
Park Avenue Securities
New York
|
$3.7M
|
+$446K
|
+8,019
|
+14%
|
|
|
36
|
Northland Capital Management
Virginia,
Minnesota
|
$3.63M
|
-$11.6K
|
-208
|
-0.3%
|
|
|
37
|
CSS LLC
Chicago,
Illinois
|
$3.61M
|
–
|
–
|
–
|
|
|
38
|
PFC Capital Group
Los Angeles,
California
|
$3.22M
|
+$624K
|
+11,224
|
+25%
|
|
|
39
|
Parkshore Wealth Management
Granite Bay,
California
|
$2.95M
|
+$74.3K
|
+1,336
|
+3%
|
|
|
40
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.91M
|
+$10.3K
|
+186
|
+0.4%
|
|
|
41
|
Creative Planning
Overland Park,
Kansas
|
$2.88M
|
-$97.8K
|
-1,760
|
-3%
|
|
|
42
|
Axxcess Wealth Management
Carlsbad,
California
|
$2.74M
|
+$264K
|
+4,755
|
+11%
|
|
|
43
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$2.67M
|
–
|
–
|
–
|
|
|
44
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.62M
|
-$491K
|
-8,839
|
-16%
|
|
|
45
|
EntreWealth
Austin,
Texas
|
$2.59M
|
+$434K
|
+7,806
|
+21%
|
|
|
46
|
Gibson Capital
Wexford,
Pennsylvania
|
$2.12M
|
+$834
|
+15
|
+0%
|
|
|
47
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$1.98M
|
+$52.9K
|
+951
|
+3%
|
|
|
48
|
LPL Financial
San Diego,
California
|
$1.92M
|
-$1.13M
|
-20,405
|
-38%
|
|
|
49
|
Private Advisor Group
Morristown,
New Jersey
|
$1.78M
|
-$250K
|
-4,495
|
-13%
|
|
|
50
|
Cypress Point Wealth Management
Dallas,
Texas
|
$1.42M
|
-$44.5K
|
-800
|
-3%
|
|
