|
26
|
LPL Financial
San Diego,
California
|
$5.05M
|
+$1.74M
|
+38,879
|
+57%
|
|
|
27
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$4.94M
|
-$19.6K
|
-437
|
-0.4%
|
|
|
28
|
Collective Family Office
York,
Pennsylvania
|
$4.65M
|
+$503K
|
+11,212
|
+13%
|
|
|
29
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$4.55M
|
+$61.3K
|
+1,366
|
+1%
|
|
|
30
|
Aprio Wealth Management
Atlanta,
Georgia
|
$4.09M
|
-$19.3M
|
-429,495
|
-83%
|
|
|
31
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$4.09M
|
+$508K
|
+11,318
|
+15%
|
|
|
32
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$4.02M
|
-$40.7K
|
-906
|
-1%
|
|
|
33
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$3.97M
|
-$6.06K
|
-135
|
-0.2%
|
|
|
34
|
LAM Group
Lake Oswego,
Oregon
|
$3.94M
|
+$827K
|
+18,425
|
+28%
|
|
|
35
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$3.43M
|
+$1.47M
|
+32,729
|
+82%
|
|
|
36
|
Simplicity Wealth
Summit,
New Jersey
|
$3.32M
|
+$2.82M
|
+62,804
|
+828%
|
|
|
37
|
Red Lighthouse Investment Management
New York
|
$3.24M
|
+$2.11K
|
+47
|
+0.1%
|
|
|
38
|
Valued Wealth Advisors
Holladay,
Utah
|
$3.19M
|
+$71.8K
|
+1,600
|
+2%
|
|
|
39
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$3.08M
|
-$1.03M
|
-22,986
|
-26%
|
|
|
40
|
Cardiff Park Advisors
Carlsbad,
California
|
$2.71M
|
+$16.2K
|
+361
|
+0.6%
|
|
|
41
|
Park Avenue Securities
New York
|
$2.68M
|
+$327K
|
+7,283
|
+15%
|
|
|
42
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$2.64M
|
+$1.28M
|
+28,584
|
+104%
|
|
|
43
|
MML Investors Services
Springfield,
Massachusetts
|
$2.64M
|
+$279K
|
+6,226
|
+12%
|
|
|
44
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$2.49M
|
-$52.7K
|
-1,175
|
-2%
|
|
|
45
|
SOL Capital Management
Rockville,
Maryland
|
$2.47M
|
-$356K
|
-7,923
|
-13%
|
|
|
46
|
Austin Wealth Management
Austin,
Texas
|
$2.44M
|
+$279K
|
+6,228
|
+13%
|
|
|
47
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$2.26M
|
+$227K
|
+5,060
|
+12%
|
|
|
48
|
Cresset Asset Management
Chicago,
Illinois
|
$1.99M
|
+$1.89M
|
+42,130
|
New
|
|
|
49
|
Waypoint Wealth Partners
Mill Valley,
California
|
$1.78M
|
–
|
–
|
–
|
|
|
50
|
Forum Financial Management
Lombard,
Illinois
|
$1.64M
|
-$130K
|
-2,901
|
-8%
|
|
