|
26
|
Atlas Wealth Partners
Wyomissing,
Pennsylvania
|
$12.5M
|
-$385K
|
-4,945
|
-3%
|
|
|
27
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$11.5M
|
-$1.32K
|
-17
|
-0%
|
|
|
28
|
Lido Advisors
Los Angeles,
California
|
$11.4M
|
-$167K
|
-2,151
|
-2%
|
|
|
29
|
Fiduciary Alliance
Greenville,
South Carolina
|
$10.9M
|
+$1.36M
|
+17,504
|
+16%
|
|
|
30
|
Fielder Capital Group
Nashville,
Tennessee
|
$10.6M
|
-$14.6K
|
-188
|
-0.1%
|
|
|
31
|
Pasadena Private Wealth
Pasadena,
California
|
$10.6M
|
-$577K
|
-7,424
|
-6%
|
|
|
32
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$10.6M
|
-$1.5M
|
-19,314
|
-13%
|
|
|
33
|
Kestra Advisory Services
Austin,
Texas
|
$10.6M
|
-$1.94M
|
-24,904
|
-17%
|
|
|
34
|
Brookstone Capital Management
Wheaton,
Illinois
|
$10.5M
|
-$154K
|
-1,985
|
-2%
|
|
|
35
|
Lakewood Capital Management
New York
|
$10.5M
|
–
|
–
|
–
|
|
|
36
|
Sequoia Financial Advisors
Akron,
Ohio
|
$10.3M
|
-$291K
|
-3,739
|
-3%
|
|
|
37
|
SLT Holdings
Scottsdale,
Arizona
|
$10.1M
|
-$1.5M
|
-19,346
|
-14%
|
|
|
38
|
IEQ Capital
Foster City,
California
|
$9.61M
|
+$7.05M
|
+90,675
|
+401%
|
|
|
39
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$9.26M
|
-$142K
|
-1,820
|
-2%
|
|
|
40
|
Once Capital Management
New York
|
$9.14M
|
–
|
–
|
–
|
|
|
41
|
William Blair & Company
Chicago,
Illinois
|
$9.13M
|
-$36.2K
|
-466
|
-0.4%
|
|
|
42
|
Citrine Capital
San Francisco,
California
|
$8.78M
|
-$11.9K
|
-153
|
-0.1%
|
|
|
43
|
Larson Financial Group
St Louis,
Missouri
|
$8.71M
|
-$3.81K
|
-49
|
-0%
|
|
|
44
|
Iconiq Capital
San Francisco,
California
|
$8.62M
|
+$1.84M
|
+23,643
|
+30%
|
|
|
45
|
Millennium Management
New York
|
$8.48M
|
–
|
–
|
–
|
|
|
46
|
Variant Private Wealth
Tysons,
Virginia
|
$8.38M
|
-$4.74K
|
-61
|
-0.1%
|
|
|
47
|
Red Door Wealth Management
Memphis,
Tennessee
|
$8.29M
|
-$12.1K
|
-156
|
-0.2%
|
|
|
48
|
Creative Planning
Overland Park,
Kansas
|
$8.16M
|
+$610K
|
+7,844
|
+9%
|
|
|
49
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.86M
|
-$531K
|
-6,827
|
-7%
|
|
|
50
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$7.85M
|
-$37.7K
|
-485
|
-0.5%
|
|
