|
26
|
Atlas Wealth Partners
Wyomissing,
Pennsylvania
|
$7.4M
|
-$143K
|
-2,400
|
-2%
|
|
|
27
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$7.04M
|
-$59.1K
|
-992
|
-0.7%
|
|
|
28
|
Creative Planning
Overland Park,
Kansas
|
$6.95M
|
-$250K
|
-4,199
|
-3%
|
|
|
29
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$6.81M
|
+$114K
|
+1,920
|
+2%
|
|
|
30
|
Sequoia Financial Advisors
Akron,
Ohio
|
$6.71M
|
+$490K
|
+8,231
|
+7%
|
|
|
31
|
SLT Holdings
Scottsdale,
Arizona
|
$6.54M
|
+$75.2K
|
+1,262
|
+1%
|
|
|
32
|
Lakewood Capital Management
New York
|
$6.52M
|
–
|
–
|
–
|
|
|
33
|
Pasadena Private Wealth
Pasadena,
California
|
$6.21M
|
-$97.9K
|
-1,643
|
-1%
|
|
|
34
|
IEQ Capital
Foster City,
California
|
$6.18M
|
–
|
–
|
–
|
|
|
35
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.01M
|
-$4.13M
|
-69,347
|
-38%
|
|
|
36
|
Fielder Capital Group
Nashville,
Tennessee
|
$5.87M
|
-$87.4K
|
-1,468
|
-1%
|
|
|
37
|
Once Capital Management
New York
|
$5.68M
|
–
|
–
|
–
|
|
|
38
|
William Blair & Company
Chicago,
Illinois
|
$5.65M
|
-$14.9K
|
-250
|
-0.2%
|
|
|
39
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$5.62M
|
+$6.34M
|
+106,452
|
New
|
|
|
40
|
Kestra Advisory Services
Austin,
Texas
|
$5.58M
|
+$304K
|
+5,105
|
+5%
|
|
|
41
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$5.43M
|
–
|
–
|
–
|
|
|
42
|
Citrine Capital
San Francisco,
California
|
$5.37M
|
–
|
–
|
–
|
|
|
43
|
Iconiq Capital
San Francisco,
California
|
$5.36M
|
–
|
–
|
–
|
|
|
44
|
Millennium Management
New York
|
$5.28M
|
–
|
–
|
–
|
|
|
45
|
Red Door Wealth Management
Memphis,
Tennessee
|
$5.04M
|
-$4.76K
|
-80
|
-0.1%
|
|
|
46
|
Larson Financial Group
St Louis,
Missouri
|
$4.8M
|
-$69.9K
|
-1,174
|
-1%
|
|
|
47
|
|
$4.56M
|
-$414K
|
-6,945
|
-7%
|
|
|
48
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$4.46M
|
-$41.5K
|
-696
|
-0.8%
|
|
|
49
|
Raymond James Financial
St Petersburg,
Florida
|
$4.4M
|
-$251K
|
-4,213
|
-5%
|
|
|
50
|
Claro Advisors
Boston,
Massachusetts
|
$4.37M
|
-$437K
|
-7,345
|
-8%
|
|
