|
1
|
Bayshore Asset Management
Coral Gables,
Florida
|
$2.5M
|
+$2.53M
|
+49,918
|
New
|
|
|
2
|
|
$2.43M
|
+$90.8K
|
+1,790
|
+4%
|
|
|
3
|
Plancorp LLC
Saint Louis,
Missouri
|
$2.35M
|
–
|
–
|
–
|
|
|
4
|
Tortoise Investment Management
White Plains,
New York
|
$1.61M
|
+$865K
|
+17,064
|
+114%
|
|
|
5
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$1.38M
|
+$1.39M
|
+27,504
|
New
|
|
|
6
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.25M
|
+$272K
|
+5,356
|
+25%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$1.08M
|
–
|
–
|
–
|
|
|
8
|
Merriman Wealth Management
Seattle,
Washington
|
$753K
|
+$761K
|
+15,000
|
New
|
|
|
9
|
Collective Family Office
York,
Pennsylvania
|
$483K
|
+$67.2K
|
+1,325
|
+16%
|
|
|
10
|
Cardiff Park Advisors
Carlsbad,
California
|
$430K
|
–
|
–
|
–
|
|
|
11
|
WorthPointe
La Jolla,
California
|
$338K
|
+$341K
|
+6,728
|
New
|
|
|
12
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$124K
|
+$32.3K
|
+638
|
+35%
|
|
|
13
|
Life Planning Partners
Jacksonville,
Florida
|
$53K
|
+$53.7K
|
+1,060
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$39K
|
+$35.4K
|
+699
|
+832%
|
|
|
15
|
TCI Wealth Advisors
Tucson,
Arizona
|
$25K
|
–
|
–
|
–
|
|
|
16
|
PrairieView Partners
St. Paul,
Minnesota
|
$19K
|
+$19.3K
|
+380
|
New
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$10K
|
+$10.1K
|
+200
|
New
|
|
