|
26
|
Sollinda Capital Management
Miami,
Florida
|
$1.37M
|
+$94K
|
+1,266
|
+9%
|
|
|
27
|
Golden State Equity Partners
South Coast Metro,
California
|
$1.34M
|
-$20.2K
|
-272
|
-2%
|
|
|
28
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$1.08M
|
+$870K
|
+11,717
|
New
|
|
|
29
|
Encompass More Asset Management
Danville,
California
|
$1.04M
|
+$845K
|
+11,375
|
New
|
|
|
30
|
|
$942K
|
+$765K
|
+10,307
|
New
|
|
|
31
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$933K
|
+$37K
|
+498
|
+5%
|
|
|
32
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$853K
|
-$1.07M
|
-14,479
|
-61%
|
|
|
33
|
World Investment Advisors
Santa Barbara,
California
|
$845K
|
+$199K
|
+2,677
|
+41%
|
|
|
34
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$833K
|
+$676K
|
+9,111
|
New
|
|
|
35
|
Mariner
Overland Park,
Kansas
|
$829K
|
-$411K
|
-5,536
|
-38%
|
|
|
36
|
Beacon Pointe Advisors
Newport Beach,
California
|
$823K
|
–
|
–
|
–
|
|
|
37
|
Erickson Financial Group
Allentown,
Pennsylvania
|
$823K
|
+$60.4K
|
+814
|
+10%
|
|
|
38
|
Fort Point Capital Partners
San Francisco,
California
|
$802K
|
-$8.91K
|
-120
|
-1%
|
|
|
39
|
Founders Financial Securities
Towson,
Maryland
|
$757K
|
+$615K
|
+8,280
|
New
|
|
|
40
|
Timonier Family Office
Winston Salem,
North Carolina
|
$757K
|
-$2.97K
|
-40
|
-0.5%
|
|
|
41
|
Westmount Partners
Los Angeles,
California
|
$752K
|
+$19.9K
|
+268
|
+3%
|
|
|
42
|
CPR Investments
Rochester,
Michigan
|
$751K
|
+$610K
|
+8,218
|
New
|
|
|
43
|
KWMG LLC
Overland Park,
Kansas
|
$735K
|
+$187K
|
+2,524
|
+46%
|
|
|
44
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$725K
|
–
|
–
|
–
|
|
|
45
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$664K
|
–
|
–
|
–
|
|
|
46
|
Fortress Private Ledger
Raleigh,
North Carolina
|
$605K
|
+$134K
|
+1,811
|
+38%
|
|
|
47
|
|
$595K
|
+$99.9K
|
+1,345
|
+26%
|
|
|
48
|
American Financial Advisors
Marietta,
Georgia
|
$553K
|
–
|
–
|
–
|
|
|
49
|
Silverleafe Capital Partners
Germantown,
Tennessee
|
$535K
|
+$200K
|
+2,688
|
+85%
|
|
|
50
|
Koshinski Asset Management
Decatur,
Illinois
|
$505K
|
+$205K
|
+2,760
|
+100%
|
|
