|
26
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$5.43M
|
-$18.7M
|
-322,913
|
-78%
|
|
|
27
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$5.38M
|
-$43.6K
|
-753
|
-0.8%
|
|
|
28
|
Bayshore Asset Management
Coral Gables,
Florida
|
$5.34M
|
-$104K
|
-1,789
|
-2%
|
|
|
29
|
Cascade Financial Partners
San Diego,
California
|
$5.1M
|
+$503K
|
+8,694
|
+11%
|
|
|
30
|
Bannerman Wealth Management Group
Lewisville,
Texas
|
$4.97M
|
+$99.3K
|
+1,716
|
+2%
|
|
|
31
|
Greenspring Advisors
Towson,
Maryland
|
$4.39M
|
+$3.25M
|
+56,139
|
+294%
|
|
|
32
|
Park Avenue Securities
New York
|
$4.24M
|
+$472K
|
+8,162
|
+13%
|
|
|
33
|
Simplicity Wealth
Summit,
New Jersey
|
$4.22M
|
+$222K
|
+3,830
|
+6%
|
|
|
34
|
MB Generational Wealth
Spokane,
Washington
|
$4.13M
|
+$272K
|
+4,704
|
+7%
|
|
|
35
|
MML Investors Services
Springfield,
Massachusetts
|
$4.12M
|
+$294K
|
+5,076
|
+8%
|
|
|
36
|
Tortoise Investment Management
White Plains,
New York
|
$4.01M
|
-$104K
|
-1,806
|
-3%
|
|
|
37
|
Northland Capital Management
Virginia,
Minnesota
|
$3.91M
|
+$219K
|
+3,794
|
+6%
|
|
|
38
|
Corient Private Wealth
Miami,
Florida
|
$3.77M
|
-$7.17K
|
-124
|
-0.2%
|
|
|
39
|
CSS LLC
Chicago,
Illinois
|
$3.67M
|
–
|
–
|
–
|
|
|
40
|
PFC Capital Group
Los Angeles,
California
|
$3.61M
|
+$339K
|
+5,857
|
+10%
|
|
|
41
|
Citadel Advisors
Miami,
Florida
|
$3.24M
|
+$3.21M
|
+55,489
|
New
|
|
|
42
|
EntreWealth
Austin,
Texas
|
$3.21M
|
+$316K
|
+5,456
|
+12%
|
|
|
43
|
Trailhead Planners
Edina,
Minnesota
|
$3.13M
|
+$3.1M
|
+53,653
|
New
|
|
|
44
|
Axxcess Wealth Management
Carlsbad,
California
|
$3.01M
|
+$224K
|
+3,867
|
+8%
|
|
|
45
|
Parkshore Wealth Management
Granite Bay,
California
|
$3M
|
-$4.74K
|
-82
|
-0.2%
|
|
|
46
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$2.95M
|
+$2.91M
|
+50,300
|
+22,356%
|
|
|
47
|
Creative Planning
Overland Park,
Kansas
|
$2.88M
|
-$52.4K
|
-906
|
-2%
|
|
|
48
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$2.76M
|
-$21.8K
|
-377
|
-0.8%
|
|
|
49
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.56M
|
-$104K
|
-1,802
|
-4%
|
|
|
50
|
Gibson Capital
Wexford,
Pennsylvania
|
$2.16M
|
–
|
–
|
–
|
|
