|
26
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.56M
|
+$194K
|
+3,847
|
+9%
|
|
|
27
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.11M
|
+$860K
|
+17,090
|
+68%
|
|
|
28
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.11M
|
+$252K
|
+5,012
|
+13%
|
|
|
29
|
Cypress Point Wealth Management
Dallas,
Texas
|
$1.96M
|
+$47.2K
|
+938
|
+2%
|
|
|
30
|
Creative Planning
Overland Park,
Kansas
|
$1.81M
|
+$1.45M
|
+28,837
|
+385%
|
|
|
31
|
Farther Finance Advisors
San Francisco,
California
|
$1.81M
|
+$91.8K
|
+1,824
|
+5%
|
|
|
32
|
Atlas Wealth
Cincinnati,
Ohio
|
$1.8M
|
+$816K
|
+16,217
|
+81%
|
|
|
33
|
Level Financial Advisors
East Amherst,
New York
|
$1.76M
|
+$515K
|
+10,245
|
+41%
|
|
|
34
|
Ariadne Wealth Management
Santa Barbara,
California
|
$1.49M
|
+$1.5M
|
+29,857
|
New
|
|
|
35
|
Aire Advisors
Beverly Hills,
California
|
$1.48M
|
-$80.1K
|
-1,592
|
-5%
|
|
|
36
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.46M
|
–
|
–
|
–
|
|
|
37
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$1.39M
|
-$3.72K
|
-74
|
-0.3%
|
|
|
38
|
Knightsbridge Asset Management
Newport Beach,
California
|
$1.29M
|
+$1.3M
|
+25,831
|
New
|
|
|
39
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.21M
|
+$51K
|
+1,013
|
+4%
|
|
|
40
|
WMS Partners
Towson,
Maryland
|
$1.18M
|
–
|
–
|
–
|
|
|
41
|
Tillman Hartley LLC
Denver,
Colorado
|
$1.18M
|
+$151K
|
+3,007
|
+15%
|
|
|
42
|
Goepper Burkhardt
Greenville,
South Carolina
|
$1.13M
|
+$101K
|
+2,010
|
+10%
|
|
|
43
|
Dixon Fnancial Services
Lafayette,
California
|
$1.11M
|
–
|
–
|
–
|
|
|
44
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$1.11M
|
+$18.4K
|
+365
|
+2%
|
|
|
45
|
LexAurum Advisors
Overland Park,
Kansas
|
$1.09M
|
-$67K
|
-1,331
|
-6%
|
|
|
46
|
Rockefeller Capital Management
New York
|
$964K
|
+$301K
|
+5,987
|
+45%
|
|
|
47
|
Tortoise Investment Management
White Plains,
New York
|
$901K
|
+$253K
|
+5,030
|
+39%
|
|
|
48
|
IHT Wealth Management
Chicago,
Illinois
|
$874K
|
+$11.5K
|
+228
|
+1%
|
|
|
49
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$831K
|
+$193K
|
+3,844
|
+30%
|
|
|
50
|
|
$819K
|
+$137K
|
+2,716
|
+20%
|
|
