|
26
|
Independent Financial Group
San Diego,
California
|
$8.39M
|
+$5.97M
|
+286,699
|
+245%
|
|
|
27
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$7.63M
|
+$83.8K
|
+4,026
|
+1%
|
|
|
28
|
SSI Investment Management
Los Angeles,
California
|
$6.19M
|
+$6.21M
|
+298,053
|
New
|
|
|
29
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$5.71M
|
+$1.83M
|
+88,039
|
+47%
|
|
|
30
|
Sage Advisory Services
Austin,
Texas
|
$5.7M
|
+$377K
|
+18,115
|
+7%
|
|
|
31
|
Verus Capital Partners
Scottsdale,
Arizona
|
$5.25M
|
+$5.26M
|
+252,589
|
New
|
|
|
32
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$4.33M
|
-$455K
|
-21,833
|
-9%
|
|
|
33
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.23M
|
+$4.24M
|
+203,620
|
New
|
|
|
34
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$4.14M
|
+$113K
|
+5,441
|
+3%
|
|
|
35
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$3.31M
|
+$354K
|
+16,979
|
+12%
|
|
|
36
|
Mendel Money Management
Northbrook,
Illinois
|
$3.29M
|
+$320K
|
+15,370
|
+11%
|
|
|
37
|
Sonoma Allocations
Santa Rosa,
California
|
$3.21M
|
+$951K
|
+45,647
|
+42%
|
|
|
38
|
Weaver Consulting Group
Huntington Beach,
California
|
$3.03M
|
+$225K
|
+10,823
|
+8%
|
|
|
39
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$2.92M
|
+$210K
|
+10,072
|
+8%
|
|
|
40
|
Atria Investments
Charlotte,
North Carolina
|
$2.87M
|
+$382K
|
+18,349
|
+15%
|
|
|
41
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$2.72M
|
+$2.72M
|
+130,780
|
New
|
|
|
42
|
Rockefeller Capital Management
New York
|
$2.55M
|
+$263K
|
+12,639
|
+11%
|
|
|
43
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.47M
|
+$37K
|
+1,777
|
+2%
|
|
|
44
|
Rareview Capital
Las Vegas,
Nevada
|
$2.3M
|
+$223K
|
+10,731
|
+11%
|
|
|
45
|
Truist Financial
Charlotte,
North Carolina
|
$2.28M
|
+$192K
|
+9,238
|
+9%
|
|
|
46
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$2.27M
|
+$2.28M
|
+109,382
|
New
|
|
|
47
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.19M
|
+$204K
|
+9,779
|
+10%
|
|
|
48
|
J. Team Financial
Abilene,
Texas
|
$2.19M
|
+$439K
|
+21,093
|
+25%
|
|
|
49
|
Islay Capital Management
Lubbock,
Texas
|
$2.18M
|
+$125K
|
+6,000
|
+6%
|
|
|
50
|
Lewis Asset Management
Lafayette,
California
|
$2.06M
|
+$55.4K
|
+2,661
|
+3%
|
|
