|
26
|
True North Advisors
Dallas,
Texas
|
$3.87M
|
+$477K
|
+24,750
|
+16%
|
|
|
27
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$3.61M
|
-$404K
|
-20,930
|
-11%
|
|
|
28
|
Cabot Wealth Management
Salem,
Massachusetts
|
$3.14M
|
+$2.21M
|
+114,866
|
+364%
|
|
|
29
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$2.82M
|
–
|
–
|
–
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$2.69M
|
+$126K
|
+6,552
|
+6%
|
|
|
31
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$2.5M
|
+$28.2K
|
+1,462
|
+1%
|
|
|
32
|
PrairieView Partners
St. Paul,
Minnesota
|
$2.46M
|
-$483K
|
-25,040
|
-18%
|
|
|
33
|
Opes Wealth Management
Menlo Park,
California
|
$2.34M
|
+$722K
|
+37,418
|
+52%
|
|
|
34
|
Waterfront Wealth
Overland Park,
Kansas
|
$2.32M
|
+$2.09M
|
+108,278
|
New
|
|
|
35
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$2.27M
|
-$425K
|
-22,048
|
-17%
|
|
|
36
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.17M
|
+$1.95M
|
+101,222
|
New
|
|
|
37
|
Addison Advisors
Middlebury,
Vermont
|
$2.07M
|
+$1.86M
|
+96,540
|
New
|
|
|
38
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$2.05M
|
-$20.9K
|
-1,082
|
-1%
|
|
|
39
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.87M
|
-$732K
|
-37,956
|
-30%
|
|
|
40
|
Southern Wealth Management
Dallas,
Texas
|
$1.87M
|
+$6.09K
|
+316
|
+0.4%
|
|
|
41
|
Asset Dedication LLC
San Francisco,
California
|
$1.87M
|
-$28.3K
|
-1,466
|
-2%
|
|
|
42
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$1.84M
|
-$48.2K
|
-2,500
|
-3%
|
|
|
43
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$1.81M
|
+$1.54M
|
+80,032
|
New
|
|
|
44
|
|
$1.75M
|
+$496K
|
+25,738
|
+46%
|
|
|
45
|
Frontier Wealth Management
Kansas City,
Missouri
|
$1.72M
|
+$2.16K
|
+112
|
+0.1%
|
|
|
46
|
Reston Wealth Management
Reston,
Virginia
|
$1.51M
|
+$25.4K
|
+1,318
|
+2%
|
|
|
47
|
Creative Planning
Overland Park,
Kansas
|
$1.46M
|
-$107K
|
-5,534
|
-8%
|
|
|
48
|
Focus Financial Network
Minneapolis,
Minnesota
|
$1.42M
|
-$217K
|
-11,266
|
-15%
|
|
|
49
|
Madison Wealth Management
Cincinnati,
Ohio
|
$1.37M
|
+$413K
|
+21,444
|
+50%
|
|
|
50
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1.31M
|
-$149K
|
-7,738
|
-11%
|
|
