|
26
|
WMS Partners
Towson,
Maryland
|
$638K
|
–
|
–
|
–
|
|
|
27
|
Beacon Pointe Advisors
Newport Beach,
California
|
$545K
|
+$520K
|
+11,953
|
New
|
|
|
28
|
Creative Planning
Overland Park,
Kansas
|
$521K
|
-$16.3K
|
-375
|
-3%
|
|
|
29
|
TRUADVICE
Sarasota,
Florida
|
$520K
|
+$8.74K
|
+201
|
+2%
|
|
|
30
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$518K
|
+$494K
|
+11,354
|
New
|
|
|
31
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$514K
|
-$14.4K
|
-330
|
-3%
|
|
|
32
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$496K
|
+$128K
|
+2,950
|
+41%
|
|
|
33
|
Aire Advisors
Beverly Hills,
California
|
$447K
|
+$426K
|
+9,797
|
New
|
|
|
34
|
Tortoise Investment Management
White Plains,
New York
|
$431K
|
+$61.1K
|
+1,405
|
+17%
|
|
|
35
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$425K
|
-$33.8K
|
-777
|
-8%
|
|
|
36
|
Caprock Group
Boise,
Idaho
|
$401K
|
+$382K
|
+8,790
|
New
|
|
|
37
|
Level Financial Advisors
East Amherst,
New York
|
$389K
|
+$56.5K
|
+1,299
|
+18%
|
|
|
38
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$374K
|
+$24.1K
|
+554
|
+8%
|
|
|
39
|
CRA Financial Services
Northfield,
New Jersey
|
$359K
|
+$342K
|
+7,865
|
New
|
|
|
40
|
Mason Investment Advisory Services
Reston,
Virginia
|
$274K
|
-$132K
|
-3,034
|
-34%
|
|
|
41
|
GEM Asset Management
Plymouth,
Michigan
|
$242K
|
+$391
|
+9
|
+0.2%
|
|
|
42
|
Cypress Point Wealth Management
Dallas,
Texas
|
$238K
|
+$227K
|
+5,210
|
New
|
|
|
43
|
|
$225K
|
+$214K
|
+4,925
|
New
|
|
|
44
|
Annapolis Financial Services
Annapolis,
Maryland
|
$171K
|
+$87.2K
|
+2,006
|
+115%
|
|
|
45
|
Harbour Investments
Madison,
Wisconsin
|
$139K
|
+$17.7K
|
+407
|
+15%
|
|
|
46
|
Ruedi Wealth Management
Champaign,
Illinois
|
$134K
|
+$128K
|
+2,947
|
New
|
|
|
47
|
Cardiff Park Advisors
Carlsbad,
California
|
$94.8K
|
–
|
–
|
–
|
|
|
48
|
Bank of America
Charlotte,
North Carolina
|
$79.9K
|
+$76.1K
|
+1,750
|
New
|
|
|
49
|
Parallel Advisors
San Francisco,
California
|
$22.8K
|
+$21.7K
|
+500
|
New
|
|
|
50
|
TimeScale Financial
Danvers,
Massachusetts
|
$3.83K
|
+$3.65K
|
+84
|
New
|
|
