|
26
|
Red Lighthouse Investment Management
New York
|
$2.8M
|
+$70.2K
|
+1,730
|
+2%
|
|
|
27
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.67M
|
+$406K
|
+10,016
|
+16%
|
|
|
28
|
Cardiff Park Advisors
Carlsbad,
California
|
$2.16M
|
+$25.5K
|
+628
|
+1%
|
|
|
29
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.79M
|
+$1.8M
|
+44,370
|
New
|
|
|
30
|
Collective Family Office
York,
Pennsylvania
|
$1.71M
|
-$121K
|
-2,992
|
-6%
|
|
|
31
|
LPL Financial
San Diego,
California
|
$1.7M
|
+$888K
|
+21,894
|
+93%
|
|
|
32
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$1.7M
|
+$212K
|
+5,215
|
+13%
|
|
|
33
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.6M
|
+$447K
|
+11,032
|
+35%
|
|
|
34
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$1.6M
|
+$1.52M
|
+37,500
|
+754%
|
|
|
35
|
Forum Financial Management
Lombard,
Illinois
|
$1.51M
|
+$126K
|
+3,099
|
+8%
|
|
|
36
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.42M
|
+$62.1K
|
+1,530
|
+4%
|
|
|
37
|
First Ascent Asset Management
Denver,
Colorado
|
$1.21M
|
+$173K
|
+4,262
|
+15%
|
|
|
38
|
SC&H Financial Advisors
Sparks,
Maryland
|
$1.16M
|
+$129K
|
+3,190
|
+11%
|
|
|
39
|
Park Avenue Securities
New York
|
$1.15M
|
+$279K
|
+6,883
|
+29%
|
|
|
40
|
Citadel Advisors
Miami,
Florida
|
$1.1M
|
+$1.19M
|
+29,327
|
New
|
|
|
41
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$995K
|
+$96.7K
|
+2,385
|
+10%
|
|
|
42
|
Creative Planning
Overland Park,
Kansas
|
$871K
|
-$1.46K
|
-36
|
-0.2%
|
|
|
43
|
Satovsky Asset Management
New York
|
$807K
|
-$7.83K
|
-193
|
-0.9%
|
|
|
44
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$702K
|
+$130K
|
+3,196
|
+21%
|
|
|
45
|
Austin Wealth Management
Austin,
Texas
|
$685K
|
+$702K
|
+17,306
|
New
|
|
|
46
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$577K
|
-$32.2K
|
-795
|
-5%
|
|
|
47
|
Bridgewater Advisors
New York
|
$400K
|
+$432K
|
+10,660
|
New
|
|
|
48
|
Willow Creek Wealth Management
Sebastopol,
California
|
$400K
|
+$75.7K
|
+1,867
|
+21%
|
|
|
49
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$396K
|
–
|
–
|
–
|
|
|
50
|
MML Investors Services
Springfield,
Massachusetts
|
$381K
|
+$139K
|
+3,422
|
+51%
|
|
