|
1
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$6.92M
|
+$420K
|
+9,626
|
+6%
|
|
|
2
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$4.41M
|
+$2.79M
|
+63,992
|
+135%
|
|
|
3
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.81M
|
+$790K
|
+18,130
|
+65%
|
|
|
4
|
ML&R Wealth Management
Austin,
Texas
|
$1.67M
|
+$340K
|
+7,797
|
+23%
|
|
|
5
|
CPWM LLC
Seattle,
Washington
|
$1.21M
|
+$612K
|
+14,045
|
+85%
|
|
|
6
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$608K
|
+$189K
|
+4,331
|
+39%
|
|
|
7
|
Plancorp LLC
Saint Louis,
Missouri
|
$606K
|
–
|
–
|
–
|
|
|
8
|
Collective Family Office
York,
Pennsylvania
|
$601K
|
+$151K
|
+3,468
|
+30%
|
|
|
9
|
|
$553K
|
+$610K
|
+13,990
|
New
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$256K
|
+$281K
|
+6,459
|
New
|
|
|
11
|
WMS Partners
Towson,
Maryland
|
$248K
|
+$274K
|
+6,280
|
New
|
|
|
12
|
Level Financial Advisors
East Amherst,
New York
|
$221K
|
+$199K
|
+4,555
|
+437%
|
|
|
13
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$203K
|
+$223K
|
+5,128
|
New
|
|
|
14
|
Tortoise Investment Management
White Plains,
New York
|
$109K
|
+$17.2K
|
+395
|
+17%
|
|
|
15
|
Cardiff Park Advisors
Carlsbad,
California
|
$92K
|
–
|
–
|
–
|
|
|
16
|
Harbour Investments
Madison,
Wisconsin
|
$86K
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$12K
|
-$12K
|
-275
|
-48%
|
|
|
18
|
PrairieView Partners
St. Paul,
Minnesota
|
$2K
|
–
|
–
|
–
|
|
|
19
|
Bridgewater Advisors
New York
|
–
|
-$388K
|
-9,467
|
Closed
|
|
|
20
|
Life Planning Partners
Jacksonville,
Florida
|
–
|
-$24K
|
-590
|
Closed
|
|
