|
1
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$3.73M
|
+$3.49M
|
+83,004
|
+552%
|
|
|
2
|
Northland Capital Management
Virginia,
Minnesota
|
$3.15M
|
+$3.49M
|
+82,999
|
New
|
|
|
3
|
Bayshore Asset Management
Coral Gables,
Florida
|
$2.99M
|
+$2.05M
|
+48,743
|
+163%
|
|
|
4
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.68M
|
+$1.01M
|
+24,149
|
+62%
|
|
|
5
|
PrairieView Partners
St. Paul,
Minnesota
|
$2.52M
|
+$1.33M
|
+31,622
|
+91%
|
|
|
6
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.75M
|
–
|
–
|
–
|
|
|
7
|
Tortoise Investment Management
White Plains,
New York
|
$1.72M
|
+$731K
|
+17,410
|
+63%
|
|
|
8
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$1.59M
|
+$64.3K
|
+1,531
|
+4%
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$1.49M
|
+$741K
|
+17,645
|
+82%
|
|
|
10
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$1.48M
|
+$1.63M
|
+38,814
|
New
|
|
|
11
|
ML&R Wealth Management
Austin,
Texas
|
$1.22M
|
+$456K
|
+10,866
|
+51%
|
|
|
12
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$1.14M
|
-$168K
|
-3,991
|
-12%
|
|
|
13
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$1.11M
|
+$1.23M
|
+29,277
|
New
|
|
|
14
|
Advisory Services Network
Atlanta,
Georgia
|
$1.1M
|
+$144K
|
+3,420
|
+13%
|
|
|
15
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$743K
|
+$308K
|
+7,338
|
+60%
|
|
|
16
|
UMB Bank
Kansas City,
Missouri
|
$740K
|
+$818K
|
+19,465
|
New
|
|
|
17
|
Cardiff Park Advisors
Carlsbad,
California
|
$333K
|
–
|
–
|
–
|
|
|
18
|
Total Wealth Planning
Cincinnati,
Ohio
|
$310K
|
+$343K
|
+8,168
|
New
|
|
|
19
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$297K
|
+$329K
|
+7,821
|
New
|
|
|
20
|
Merriman Wealth Management
Seattle,
Washington
|
$286K
|
+$316K
|
+7,530
|
New
|
|
|
21
|
WorthPointe
La Jolla,
California
|
$256K
|
–
|
–
|
–
|
|
|
22
|
Collective Family Office
York,
Pennsylvania
|
$238K
|
-$693K
|
-16,487
|
-72%
|
|
|
23
|
Life Planning Partners
Jacksonville,
Florida
|
$86.3K
|
+$50.8K
|
+1,210
|
+114%
|
|
|
24
|
Castle Wealth Management
West Palm Beach,
Florida
|
$84K
|
+$93.2K
|
+2,218
|
New
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$83K
|
+$53.4K
|
+1,271
|
+139%
|
|
