|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.85M
|
+$1.46M
|
+34,911
|
+62%
|
|
|
27
|
SOL Capital Management
Rockville,
Maryland
|
$3.67M
|
-$695K
|
-16,644
|
-16%
|
|
|
28
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$3.58M
|
+$201K
|
+4,809
|
+6%
|
|
|
29
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3.43M
|
+$130K
|
+3,106
|
+4%
|
|
|
30
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$3.41M
|
-$18K
|
-431
|
-0.5%
|
|
|
31
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$3.35M
|
+$376K
|
+9,017
|
+13%
|
|
|
32
|
Red Lighthouse Investment Management
New York
|
$3.33M
|
+$2.5K
|
+60
|
+0.1%
|
|
|
33
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$2.91M
|
+$547K
|
+13,104
|
+24%
|
|
|
34
|
Corient Private Wealth
Miami,
Florida
|
$2.81M
|
-$5.6M
|
-134,177
|
-67%
|
|
|
35
|
LPL Financial
San Diego,
California
|
$2.74M
|
+$168K
|
+4,015
|
+7%
|
|
|
36
|
Valued Wealth Advisors
Holladay,
Utah
|
$2.7M
|
+$576K
|
+13,786
|
+28%
|
|
|
37
|
Collective Family Office
York,
Pennsylvania
|
$2.65M
|
+$418
|
+10
|
+0%
|
|
|
38
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$2.39M
|
+$182K
|
+4,350
|
+8%
|
|
|
39
|
Cardiff Park Advisors
Carlsbad,
California
|
$2.39M
|
-$59.6K
|
-1,428
|
-2%
|
|
|
40
|
MML Investors Services
Springfield,
Massachusetts
|
$2.19M
|
+$1.41M
|
+33,708
|
+188%
|
|
|
41
|
Forum Financial Management
Lombard,
Illinois
|
$1.95M
|
+$1.13M
|
+27,181
|
+144%
|
|
|
42
|
LAM Group
Lake Oswego,
Oregon
|
$1.78M
|
-$2.12M
|
-50,660
|
-55%
|
|
|
43
|
Austin Wealth Management
Austin,
Texas
|
$1.73M
|
+$347K
|
+8,302
|
+25%
|
|
|
44
|
Park Avenue Securities
New York
|
$1.71M
|
+$217K
|
+5,208
|
+15%
|
|
|
45
|
|
$1.65M
|
-$6.51K
|
-156
|
-0.4%
|
|
|
46
|
Waypoint Wealth Partners
Mill Valley,
California
|
$1.59M
|
–
|
–
|
–
|
|
|
47
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$1.58M
|
+$474K
|
+11,354
|
+44%
|
|
|
48
|
GeoWealth Management
Chicago,
Illinois
|
$1.53M
|
+$1.51M
|
+36,283
|
New
|
|
|
49
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$1.48M
|
+$93.6K
|
+2,241
|
+7%
|
|
|
50
|
Apella Capital
West Hartford,
Connecticut
|
$1.17M
|
+$29.2K
|
+700
|
+3%
|
|
