|
26
|
Concurrent Investment Advisors
Tampa,
Florida
|
$10.6M
|
+$10.7M
|
+446,859
|
New
|
|
|
27
|
Pinney & Scofield
Cambridge,
Massachusetts
|
$10.2M
|
+$1.39M
|
+57,931
|
+16%
|
|
|
28
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$10.1M
|
+$7.97M
|
+331,456
|
+341%
|
|
|
29
|
Satovsky Asset Management
New York
|
$10.1M
|
+$130K
|
+5,391
|
+1%
|
|
|
30
|
Apella Capital
West Hartford,
Connecticut
|
$10M
|
+$5.45M
|
+226,509
|
+140%
|
|
|
31
|
North Berkeley Wealth Management
Berkeley,
California
|
$9.96M
|
+$6.1M
|
+253,820
|
+152%
|
|
|
32
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$9.87M
|
-$2.51M
|
-104,423
|
-20%
|
|
|
33
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$9.77M
|
+$942K
|
+39,190
|
+10%
|
|
|
34
|
Forum Financial Management
Lombard,
Illinois
|
$9.49M
|
+$9.54K
|
+397
|
+0.1%
|
|
|
35
|
Helen Stephens Group
Fort Worth,
Texas
|
$9.22M
|
+$291K
|
+12,116
|
+3%
|
|
|
36
|
LPL Financial
San Diego,
California
|
$9.04M
|
-$1M
|
-41,637
|
-10%
|
|
|
37
|
|
$9.03M
|
+$655K
|
+27,251
|
+8%
|
|
|
38
|
Pillar Financial Advisors
Louisville,
Kentucky
|
$8.35M
|
+$966K
|
+40,193
|
+13%
|
|
|
39
|
Crestmont Private Wealth
Houston,
Texas
|
$8.02M
|
+$213K
|
+8,862
|
+3%
|
|
|
40
|
Straight Path Wealth Management
Jenison,
Michigan
|
$7.62M
|
+$809K
|
+33,655
|
+12%
|
|
|
41
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$7.44M
|
+$279K
|
+11,610
|
+4%
|
|
|
42
|
Financial Harvest
Winter Park,
Florida
|
$6.96M
|
+$592K
|
+24,628
|
+9%
|
|
|
43
|
Private Advisor Group
Morristown,
New Jersey
|
$6.95M
|
+$401K
|
+16,666
|
+6%
|
|
|
44
|
Curio Wealth
Annapolis,
Maryland
|
$6.74M
|
+$405K
|
+16,829
|
+6%
|
|
|
45
|
Vannoy Advisory Group
Austin,
Texas
|
$6.68M
|
+$102K
|
+4,247
|
+2%
|
|
|
46
|
AWM Capital
Phoenix,
Arizona
|
$6.27M
|
+$246K
|
+10,242
|
+4%
|
|
|
47
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$6.1M
|
-$31.1K
|
-1,294
|
-0.5%
|
|
|
48
|
Stokes Family Office
New Orleans,
Louisiana
|
$5.83M
|
-$395K
|
-16,416
|
-6%
|
|
|
49
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$5.56M
|
+$312K
|
+12,996
|
+6%
|
|
|
50
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$5.5M
|
+$130K
|
+5,390
|
+3%
|
|
