|
26
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$38.7M
|
-$13.9M
|
-275,147
|
-26%
|
|
|
27
|
Facet Wealth Inc
Baltimore,
Maryland
|
$34.8M
|
-$669K
|
-13,227
|
-2%
|
|
|
28
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$33.4M
|
+$1.16M
|
+22,962
|
+4%
|
|
|
29
|
Stifel Financial
St. Louis,
Missouri
|
$32.8M
|
-$9.1M
|
-179,940
|
-22%
|
|
|
30
|
Hartline Investment Corp
Winnetka,
Illinois
|
$26.9M
|
+$16.1M
|
+317,440
|
+149%
|
|
|
31
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$24.2M
|
-$1.87M
|
-37,054
|
-7%
|
|
|
32
|
AssetMark Inc
Concord,
California
|
$23.6M
|
-$9.73M
|
-192,496
|
-29%
|
|
|
33
|
MKT Advisors
Escondido,
California
|
$22.8M
|
+$1.34M
|
+26,505
|
+6%
|
|
|
34
|
Portfolio Design Labs
Encino,
California
|
$22.2M
|
+$4.99M
|
+98,727
|
+29%
|
|
|
35
|
J2 Capital Management
Troy,
Michigan
|
$22M
|
-$2.5M
|
-49,522
|
-10%
|
|
|
36
|
Summitry LLC
Foster City,
California
|
$20.9M
|
+$219K
|
+4,325
|
+1%
|
|
|
37
|
Farther Finance Advisors
San Francisco,
California
|
$20M
|
-$168K
|
-3,316
|
-0.8%
|
|
|
38
|
Beacon Financial Group
Dallas,
Texas
|
$19.3M
|
-$3.49M
|
-68,943
|
-15%
|
|
|
39
|
GeoWealth Management
Chicago,
Illinois
|
$18.9M
|
-$12.7M
|
-250,765
|
-40%
|
|
|
40
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$18.9M
|
-$7.16M
|
-141,553
|
-28%
|
|
|
41
|
Midwest Financial Partners Investments
St. Cloud,
Minnesota
|
$18.8M
|
+$18.7M
|
+370,480
|
New
|
|
|
42
|
IFP Advisors
Tampa,
Florida
|
$18.4M
|
+$3.39M
|
+66,964
|
+23%
|
|
|
43
|
Ascent Group
Virginia Beach,
Virginia
|
$18.2M
|
+$4.19M
|
+82,792
|
+30%
|
|
|
44
|
Luminist Capital
Grand Rapids,
Michigan
|
$18M
|
-$8.17M
|
-161,550
|
-36%
|
|
|
45
|
Global Retirement Partners
San Rafael,
California
|
$17.9M
|
+$17.9M
|
+354,341
|
New
|
|
|
46
|
Weaver Consulting Group
Huntington Beach,
California
|
$17.2M
|
-$1.9M
|
-37,509
|
-10%
|
|
|
47
|
AllGen Financial Advisors
Orlando,
Florida
|
$17M
|
+$16.3M
|
+323,210
|
+2,762%
|
|
|
48
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$15.7M
|
-$6.41M
|
-126,703
|
-29%
|
|
|
49
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$15.4M
|
+$5.11K
|
+101
|
+0%
|
|
|
50
|
Jones Financial Companies
Des Peres,
Missouri
|
$15.1M
|
-$983K
|
-19,447
|
-6%
|
|
