|
26
|
Cardiff Park Advisors
Carlsbad,
California
|
$2.33M
|
+$200K
|
+4,873
|
+9%
|
|
|
27
|
Collective Family Office
York,
Pennsylvania
|
$1.98M
|
+$15.3K
|
+372
|
+0.8%
|
|
|
28
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$1.97M
|
+$1.98M
|
+48,238
|
New
|
|
|
29
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$1.64M
|
+$272K
|
+6,642
|
+20%
|
|
|
30
|
Forum Financial Management
Lombard,
Illinois
|
$1.51M
|
+$26.7K
|
+650
|
+2%
|
|
|
31
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.48M
|
+$451
|
+11
|
+0%
|
|
|
32
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.29M
|
+$485K
|
+11,827
|
+60%
|
|
|
33
|
First Ascent Asset Management
Denver,
Colorado
|
$1.15M
|
+$106K
|
+2,580
|
+10%
|
|
|
34
|
SC&H Financial Advisors
Sparks,
Maryland
|
$1.14M
|
+$107K
|
+2,618
|
+10%
|
|
|
35
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$986K
|
+$514K
|
+12,524
|
+108%
|
|
|
36
|
Park Avenue Securities
New York
|
$972K
|
+$192K
|
+4,676
|
+25%
|
|
|
37
|
LPL Financial
San Diego,
California
|
$959K
|
+$82K
|
+1,998
|
+9%
|
|
|
38
|
Creative Planning
Overland Park,
Kansas
|
$951K
|
-$130K
|
-3,176
|
-12%
|
|
|
39
|
Satovsky Asset Management
New York
|
$887K
|
-$229K
|
-5,573
|
-20%
|
|
|
40
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$815K
|
+$23.6K
|
+576
|
+3%
|
|
|
41
|
Old Mission Capital
Chicago,
Illinois
|
$769K
|
+$771K
|
+18,785
|
New
|
|
|
42
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$661K
|
-$119K
|
-2,902
|
-15%
|
|
|
43
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$634K
|
+$635K
|
+15,480
|
New
|
|
|
44
|
NWAM LLC
Mercer Island,
Washington
|
$535K
|
+$536K
|
+13,073
|
New
|
|
|
45
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$440K
|
+$205
|
+5
|
+0%
|
|
|
46
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$432K
|
+$160K
|
+3,908
|
+59%
|
|
|
47
|
Bayshore Asset Management
Coral Gables,
Florida
|
$426K
|
+$6.32K
|
+154
|
+2%
|
|
|
48
|
Willow Creek Wealth Management
Sebastopol,
California
|
$360K
|
–
|
–
|
–
|
|
|
49
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$305K
|
-$7.55K
|
-184
|
-2%
|
|
|
50
|
Abacus Planning Group
Columbia,
South Carolina
|
$299K
|
+$46.7K
|
+1,138
|
+18%
|
|
