|
26
|
LAM Group
Lake Oswego,
Oregon
|
$4.02M
|
-$2.72M
|
-69,535
|
-43%
|
|
|
27
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$3.82M
|
-$73.3K
|
-1,872
|
-2%
|
|
|
28
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$3.51M
|
+$13.9K
|
+354
|
+0.4%
|
|
|
29
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$3.46M
|
-$226K
|
-5,771
|
-7%
|
|
|
30
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3.43M
|
+$112K
|
+2,855
|
+4%
|
|
|
31
|
Red Lighthouse Investment Management
New York
|
$3.41M
|
+$170K
|
+4,333
|
+6%
|
|
|
32
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$3.04M
|
+$1.09M
|
+27,756
|
+65%
|
|
|
33
|
Collective Family Office
York,
Pennsylvania
|
$2.71M
|
+$671K
|
+17,129
|
+38%
|
|
|
34
|
LPL Financial
San Diego,
California
|
$2.63M
|
+$607K
|
+15,507
|
+34%
|
|
|
35
|
Cardiff Park Advisors
Carlsbad,
California
|
$2.51M
|
+$13.7K
|
+351
|
+0.6%
|
|
|
36
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.43M
|
+$537K
|
+13,718
|
+32%
|
|
|
37
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$2.41M
|
+$1.14M
|
+29,127
|
+110%
|
|
|
38
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$2.26M
|
+$2.04M
|
+52,140
|
New
|
|
|
39
|
Valued Wealth Advisors
Holladay,
Utah
|
$1.88M
|
+$1.96M
|
+50,063
|
New
|
|
|
40
|
|
$1.7M
|
+$1.53M
|
+39,151
|
New
|
|
|
41
|
Waypoint Wealth Partners
Mill Valley,
California
|
$1.63M
|
+$1.48M
|
+37,717
|
New
|
|
|
42
|
Park Avenue Securities
New York
|
$1.53M
|
+$181K
|
+4,620
|
+15%
|
|
|
43
|
First Ascent Asset Management
Denver,
Colorado
|
$1.5M
|
+$89.5K
|
+2,286
|
+7%
|
|
|
44
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$1.42M
|
+$1.29M
|
+32,829
|
New
|
|
|
45
|
Austin Wealth Management
Austin,
Texas
|
$1.38M
|
+$630K
|
+16,089
|
+93%
|
|
|
46
|
Apella Capital
West Hartford,
Connecticut
|
$1.15M
|
+$726K
|
+18,532
|
+216%
|
|
|
47
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$1.13M
|
+$1.02M
|
+26,047
|
New
|
|
|
48
|
SC&H Financial Advisors
Sparks,
Maryland
|
$1.07M
|
-$246K
|
-6,278
|
-20%
|
|
|
49
|
Creative Planning
Overland Park,
Kansas
|
$1.03M
|
+$24.5K
|
+625
|
+3%
|
|
|
50
|
Satovsky Asset Management
New York
|
$908K
|
-$20.3K
|
-518
|
-2%
|
|
