|
51
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$10.5M
|
+$552K
|
+23,432
|
+5%
|
|
|
52
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$10.3M
|
+$353K
|
+14,979
|
+3%
|
|
|
53
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$10.3M
|
+$957K
|
+40,600
|
+10%
|
|
|
54
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$9.68M
|
-$2.54M
|
-107,637
|
-20%
|
|
|
55
|
Mather Group
Chicago,
Illinois
|
$9.68M
|
+$431K
|
+18,279
|
+4%
|
|
|
56
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$9.55M
|
+$8.24M
|
+349,286
|
+473%
|
|
|
57
|
DDFG Inc
Thousand Oaks,
California
|
$9.44M
|
+$76.1K
|
+3,228
|
+0.8%
|
|
|
58
|
Physician Wealth Advisors
Midvale,
Utah
|
$9.32M
|
+$339K
|
+14,378
|
+4%
|
|
|
59
|
AWM Capital
Phoenix,
Arizona
|
$9.29M
|
-$68.3K
|
-2,896
|
-0.7%
|
|
|
60
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$9.1M
|
+$316K
|
+13,388
|
+3%
|
|
|
61
|
Creative Capital Management Investments
San Diego,
California
|
$8.89M
|
+$767K
|
+32,525
|
+9%
|
|
|
62
|
Efficient Advisors
Mason,
Ohio
|
$8.79M
|
+$293K
|
+12,423
|
+3%
|
|
|
63
|
Colony Family Offices
Charlotte,
North Carolina
|
$8.68M
|
+$108K
|
+4,585
|
+1%
|
|
|
64
|
Park Avenue Securities
New York
|
$8.47M
|
+$1.09M
|
+46,334
|
+14%
|
|
|
65
|
Envision Financial Planning
Memphis,
Tennessee
|
$8.27M
|
+$8.64M
|
+366,535
|
New
|
|
|
66
|
Flow Traders U.S.
New York
|
$8.27M
|
+$8.64M
|
+366,412
|
New
|
|
|
67
|
GeoWealth Management
Chicago,
Illinois
|
$8.15M
|
+$1.56M
|
+66,352
|
+22%
|
|
|
68
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$7.93M
|
+$1.39K
|
+59
|
+0%
|
|
|
69
|
Annandale Capital
Dallas,
Texas
|
$7.84M
|
+$579K
|
+24,539
|
+8%
|
|
|
70
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$7.75M
|
-$825
|
-35
|
-0%
|
|
|
71
|
Morling Financial Advisors
Fremont,
California
|
$7.74M
|
+$1.09M
|
+46,023
|
+16%
|
|
|
72
|
SOL Capital Management
Rockville,
Maryland
|
$7.7M
|
-$89K
|
-3,774
|
-1%
|
|
|
73
|
Evergreen Capital Management
Bellevue,
Washington
|
$7.61M
|
+$142K
|
+6,030
|
+2%
|
|
|
74
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$7.57M
|
-$65.7K
|
-2,785
|
-0.8%
|
|
|
75
|
Modera Wealth Management
Westwood,
New Jersey
|
$7.53M
|
-$107K
|
-4,548
|
-1%
|
|
