|
26
|
Breakwater Capital Group
Paramus,
New Jersey
|
$2.1M
|
+$1.77M
|
+75,231
|
+511%
|
|
|
27
|
Verum Partners
Charlotte,
North Carolina
|
$1.99M
|
-$119K
|
-5,049
|
-6%
|
|
|
28
|
LAM Group
Lake Oswego,
Oregon
|
$1.81M
|
+$84.8K
|
+3,615
|
+5%
|
|
|
29
|
Maryland Capital Advisors
Chester,
Maryland
|
$1.6M
|
+$63.4K
|
+2,703
|
+4%
|
|
|
30
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.6M
|
+$97.9K
|
+4,172
|
+6%
|
|
|
31
|
Mills Wealth Advisors
Southlake,
Texas
|
$1.55M
|
+$875K
|
+37,269
|
+128%
|
|
|
32
|
Gibson Capital
Wexford,
Pennsylvania
|
$1.47M
|
+$326K
|
+13,900
|
+28%
|
|
|
33
|
Corient Private Wealth
Miami,
Florida
|
$1.45M
|
+$753K
|
+32,085
|
+107%
|
|
|
34
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.4M
|
+$117K
|
+4,978
|
+9%
|
|
|
35
|
Sterling Financial Planning
Sparta,
New Jersey
|
$1.35M
|
+$426K
|
+18,149
|
+46%
|
|
|
36
|
Applied Capital
Little Rock,
Arkansas
|
$1.3M
|
+$22K
|
+939
|
+2%
|
|
|
37
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$1.3M
|
+$125K
|
+5,342
|
+11%
|
|
|
38
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.27M
|
+$255K
|
+10,863
|
+25%
|
|
|
39
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.25M
|
+$1.25M
|
+53,438
|
New
|
|
|
40
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.16M
|
+$78.2K
|
+3,333
|
+7%
|
|
|
41
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.07M
|
+$1.07M
|
+45,721
|
New
|
|
|
42
|
Brainard Capital Management
Austin,
Texas
|
$1.04M
|
+$274K
|
+11,654
|
+35%
|
|
|
43
|
Index Fund Advisors
Irvine,
California
|
$1.01M
|
+$790K
|
+33,646
|
+351%
|
|
|
44
|
|
$987K
|
+$195K
|
+8,316
|
+25%
|
|
|
45
|
Osaic Holdings
Scottsdale,
Arizona
|
$972K
|
+$59.2K
|
+2,523
|
+6%
|
|
|
46
|
Steward Partners Investment Advisory
New York
|
$956K
|
+$403K
|
+17,185
|
+72%
|
|
|
47
|
Matisse Capital
Portland,
Oregon
|
$902K
|
+$906K
|
+38,600
|
New
|
|
|
48
|
Advisor Partners II
Walnut Creek,
California
|
$885K
|
+$889K
|
+37,863
|
New
|
|
|
49
|
RCS Financial Planning
Annapolis,
Maryland
|
$872K
|
+$48.1K
|
+2,048
|
+6%
|
|
|
50
|
Cordant Inc
Portland,
Oregon
|
$815K
|
+$180K
|
+7,671
|
+28%
|
|
