|
26
|
Live Oak Investment Partners
Austin,
Texas
|
$12M
|
–
|
–
|
–
|
|
|
27
|
Accel Wealth Management
Waverly,
Iowa
|
$10.8M
|
+$18K
|
+368
|
+0.2%
|
|
|
28
|
Burford Brothers
Dallas,
Texas
|
$10.2M
|
+$2.45M
|
+50,028
|
+31%
|
|
|
29
|
Rise Advisors
Rochester,
New York
|
$9.68M
|
-$1.51M
|
-30,898
|
-13%
|
|
|
30
|
Richmond Investment Services
Mequon,
Wisconsin
|
$9.5M
|
+$9.51M
|
+194,223
|
New
|
|
|
31
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$9.07M
|
+$440K
|
+8,991
|
+5%
|
|
|
32
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$8.44M
|
+$90.7K
|
+1,852
|
+1%
|
|
|
33
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$8.27M
|
-$3.4M
|
-69,473
|
-29%
|
|
|
34
|
Waverly Advisors
Birmingham,
Alabama
|
$7.83M
|
+$649K
|
+13,250
|
+9%
|
|
|
35
|
HighTower Advisors
Chicago,
Illinois
|
$7.58M
|
-$7.5M
|
-153,221
|
-50%
|
|
|
36
|
GeoWealth Management
Chicago,
Illinois
|
$7.5M
|
+$7.47M
|
+152,551
|
+17,257%
|
|
|
37
|
Elevated Capital Advisors
Sandy,
Utah
|
$7.19M
|
+$185K
|
+3,782
|
+3%
|
|
|
38
|
Steward Partners Investment Advisory
New York
|
$7.07M
|
+$192K
|
+3,918
|
+3%
|
|
|
39
|
Elevation Capital Advisory
Bend,
Oregon
|
$6.62M
|
+$6.63M
|
+135,341
|
New
|
|
|
40
|
Creative Planning
Overland Park,
Kansas
|
$6.35M
|
-$1.33M
|
-27,147
|
-17%
|
|
|
41
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$6.28M
|
+$6.29M
|
+128,462
|
New
|
|
|
42
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$6.19M
|
+$239K
|
+4,891
|
+4%
|
|
|
43
|
Bensler
Bellevue,
Washington
|
$5.53M
|
-$487K
|
-9,954
|
-8%
|
|
|
44
|
Golden State Wealth Management
Santa Ana,
California
|
$5.41M
|
+$5.42M
|
+110,660
|
New
|
|
|
45
|
Kestra Advisory Services
Austin,
Texas
|
$5.36M
|
+$510K
|
+10,412
|
+10%
|
|
|
46
|
Howland Capital Management
Boston,
Massachusetts
|
$5.28M
|
-$117K
|
-2,397
|
-2%
|
|
|
47
|
First Financial Group
Raleigh,
North Carolina
|
$5.25M
|
+$5.26M
|
+107,373
|
New
|
|
|
48
|
Janus Henderson Group
London,
|
$4.99M
|
-$7.2K
|
-147
|
-0.1%
|
|
|
49
|
Smith Thornton Advisors
Huntsville,
Alabama
|
$4.42M
|
+$147
|
+3
|
+0%
|
|
|
50
|
Friedenthal Financial
Marlton,
New Jersey
|
$4.42M
|
+$4.43M
|
+90,383
|
New
|
|
