|
26
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$1.38M
|
+$318K
|
+7,461
|
+29%
|
|
|
27
|
Satovsky Asset Management
New York
|
$1.13M
|
+$57.9K
|
+1,360
|
+5%
|
|
|
28
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.13M
|
+$1.16M
|
+27,241
|
New
|
|
|
29
|
Creative Planning
Overland Park,
Kansas
|
$1.09M
|
+$1.12M
|
+26,401
|
New
|
|
|
30
|
First Ascent Asset Management
Denver,
Colorado
|
$1.06M
|
+$44.9K
|
+1,054
|
+4%
|
|
|
31
|
SC&H Financial Advisors
Sparks,
Maryland
|
$1.04M
|
+$209K
|
+4,913
|
+24%
|
|
|
32
|
LPL Financial
San Diego,
California
|
$888K
|
+$83.7K
|
+1,966
|
+10%
|
|
|
33
|
Envestnet Asset Management
Chicago,
Illinois
|
$814K
|
+$835K
|
+19,624
|
New
|
|
|
34
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$802K
|
+$114K
|
+2,684
|
+16%
|
|
|
35
|
Park Avenue Securities
New York
|
$791K
|
+$812K
|
+19,068
|
New
|
|
|
36
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$790K
|
-$11.6K
|
-272
|
-1%
|
|
|
37
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$671K
|
+$492K
|
+11,571
|
New
|
|
|
38
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$445K
|
–
|
–
|
–
|
|
|
39
|
Bayshore Asset Management
Coral Gables,
Florida
|
$410K
|
+$46.9K
|
+1,102
|
+13%
|
|
|
40
|
Citadel Advisors
Miami,
Florida
|
$406K
|
-$1.05M
|
-24,652
|
-72%
|
|
|
41
|
Willow Creek Wealth Management
Sebastopol,
California
|
$364K
|
+$21.5K
|
+505
|
+6%
|
|
|
42
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$317K
|
+$22K
|
+516
|
+7%
|
|
|
43
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$283K
|
-$285K
|
-6,697
|
-50%
|
|
|
44
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$275K
|
–
|
–
|
–
|
|
|
45
|
Abacus Planning Group
Columbia,
South Carolina
|
$256K
|
+$5.15K
|
+121
|
+2%
|
|
|
46
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$226K
|
–
|
–
|
–
|
|
|
47
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$220K
|
+$226K
|
+5,311
|
New
|
|
|
48
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$211K
|
+$217K
|
+5,098
|
New
|
|
|
49
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$209K
|
+$511
|
+12
|
+0.2%
|
|
|
50
|
Tortoise Investment Management
White Plains,
New York
|
$179K
|
+$184K
|
+4,320
|
New
|
|
