|
26
|
Creative Planning
Overland Park,
Kansas
|
$12.1M
|
+$3.51M
|
+38,955
|
+40%
|
|
|
27
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$12.1M
|
-$63.1K
|
-701
|
-0.5%
|
|
|
28
|
Fiduciary Alliance
Greenville,
South Carolina
|
$11.7M
|
+$110K
|
+1,225
|
+1%
|
|
|
29
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$11.6M
|
+$404K
|
+4,490
|
+4%
|
|
|
30
|
Jump Financial
Chicago,
Illinois
|
$11.6M
|
+$11.6M
|
+129,212
|
New
|
|
|
31
|
Lakewood Capital Management
New York
|
$11.1M
|
–
|
–
|
–
|
|
|
32
|
SLT Holdings
Scottsdale,
Arizona
|
$11M
|
+$370K
|
+4,110
|
+3%
|
|
|
33
|
Brookstone Capital Management
Wheaton,
Illinois
|
$10.9M
|
-$241K
|
-2,673
|
-2%
|
|
|
34
|
Pasadena Private Wealth
Pasadena,
California
|
$10.9M
|
-$342K
|
-3,799
|
-3%
|
|
|
35
|
Fielder Capital Group
Nashville,
Tennessee
|
$10.8M
|
-$434K
|
-4,821
|
-4%
|
|
|
36
|
Sequoia Financial Advisors
Akron,
Ohio
|
$10.8M
|
-$129K
|
-1,437
|
-1%
|
|
|
37
|
IEQ Capital
Foster City,
California
|
$10.2M
|
-$18.4K
|
-204
|
-0.2%
|
|
|
38
|
Once Capital Management
New York
|
$9.67M
|
–
|
–
|
–
|
|
|
39
|
William Blair & Company
Chicago,
Illinois
|
$9.66M
|
-$3.87K
|
-43
|
-0%
|
|
|
40
|
Citrine Capital
San Francisco,
California
|
$9.27M
|
-$25.3K
|
-281
|
-0.3%
|
|
|
41
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$9.23M
|
-$567K
|
-6,300
|
-6%
|
|
|
42
|
Iconiq Capital
San Francisco,
California
|
$9.12M
|
–
|
–
|
–
|
|
|
43
|
Kestra Advisory Services
Austin,
Texas
|
$9.11M
|
-$2.09M
|
-23,271
|
-19%
|
|
|
44
|
Millennium Management
New York
|
$8.98M
|
–
|
–
|
–
|
|
|
45
|
Larson Financial Group
St Louis,
Missouri
|
$8.93M
|
-$280K
|
-3,110
|
-3%
|
|
|
46
|
Variant Private Wealth
Tysons,
Virginia
|
$8.75M
|
-$119K
|
-1,323
|
-1%
|
|
|
47
|
Red Door Wealth Management
Memphis,
Tennessee
|
$8.74M
|
-$33.6K
|
-373
|
-0.4%
|
|
|
48
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.61M
|
+$289K
|
+3,209
|
+3%
|
|
|
49
|
Raymond James Financial
St Petersburg,
Florida
|
$8.39M
|
+$1.85M
|
+20,597
|
+28%
|
|
|
50
|
Claro Advisors
Boston,
Massachusetts
|
$8.12M
|
-$149K
|
-1,653
|
-2%
|
|
