|
26
|
Bank of America
Charlotte,
North Carolina
|
$7.4M
|
+$5.74M
|
+92,356
|
+298%
|
|
|
27
|
Cornerstone Wealth Partners
Okemos,
Michigan
|
$7.08M
|
+$981K
|
+15,796
|
+15%
|
|
|
28
|
Summit Portfolio Management
Las Vegas,
Nevada
|
$6.54M
|
+$6.77M
|
+109,000
|
New
|
|
|
29
|
Cascade Financial Partners
San Diego,
California
|
$6.52M
|
+$1.32M
|
+21,263
|
+24%
|
|
|
30
|
Old Mission Capital
Chicago,
Illinois
|
$6.3M
|
+$5.3M
|
+85,243
|
+429%
|
|
|
31
|
Farther Finance Advisors
San Francisco,
California
|
$6.29M
|
-$1.15M
|
-18,485
|
-15%
|
|
|
32
|
ATLas Financial Planning
Alpharetta,
Georgia
|
$6.01M
|
+$248K
|
+3,990
|
+4%
|
|
|
33
|
AlphaCore Capital
La Jolla,
California
|
$5.71M
|
-$252K
|
-4,060
|
-4%
|
|
|
34
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$5.61M
|
+$79.8K
|
+1,284
|
+1%
|
|
|
35
|
Bannerman Wealth Management Group
Lewisville,
Texas
|
$5.46M
|
+$357K
|
+5,753
|
+7%
|
|
|
36
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$5.27M
|
-$329K
|
-5,300
|
-6%
|
|
|
37
|
Bayshore Asset Management
Coral Gables,
Florida
|
$5.16M
|
-$340K
|
-5,467
|
-6%
|
|
|
38
|
Park Avenue Securities
New York
|
$4.81M
|
+$467K
|
+7,516
|
+10%
|
|
|
39
|
Greenspring Advisors
Towson,
Maryland
|
$4.69M
|
+$181K
|
+2,915
|
+4%
|
|
|
40
|
Simplicity Wealth
Summit,
New Jersey
|
$4.3M
|
-$41.3K
|
-665
|
-0.9%
|
|
|
41
|
Northland Capital Management
Virginia,
Minnesota
|
$4.28M
|
+$272K
|
+4,377
|
+7%
|
|
|
42
|
MB Generational Wealth
Spokane,
Washington
|
$4.28M
|
+$35.7K
|
+574
|
+0.8%
|
|
|
43
|
Tortoise Investment Management
White Plains,
New York
|
$4.06M
|
-$59.6K
|
-960
|
-1%
|
|
|
44
|
EJMK Ventures
Itasca,
Illinois
|
$4M
|
+$2.15M
|
+34,671
|
+109%
|
|
|
45
|
Corient Private Wealth
Miami,
Florida
|
$3.94M
|
+$55.1K
|
+887
|
+1%
|
|
|
46
|
PFC Capital Group
Los Angeles,
California
|
$3.88M
|
+$174K
|
+2,793
|
+5%
|
|
|
47
|
CSS LLC
Chicago,
Illinois
|
$3.78M
|
–
|
–
|
–
|
|
|
48
|
MML Investors Services
Springfield,
Massachusetts
|
$3.77M
|
-$484K
|
-7,799
|
-11%
|
|
|
49
|
Trailhead Planners
Edina,
Minnesota
|
$3.31M
|
+$97.6K
|
+1,571
|
+3%
|
|
|
50
|
EntreWealth
Austin,
Texas
|
$3.31M
|
+$287K
|
+4,619
|
+9%
|
|
