|
26
|
Integrity Wealth Solutions
Denver,
Colorado
|
$1.93M
|
-$9.89K
|
-100
|
-0.5%
|
|
|
27
|
PFG Private Wealth Management
Lutz,
Florida
|
$1.93M
|
+$1.9M
|
+19,244
|
New
|
|
|
28
|
Timonier Family Office
Winston Salem,
North Carolina
|
$1.89M
|
+$309K
|
+3,126
|
+20%
|
|
|
29
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$1.75M
|
-$586K
|
-5,927
|
-25%
|
|
|
30
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$1.68M
|
+$354K
|
+3,574
|
+27%
|
|
|
31
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.68M
|
+$1.5M
|
+15,205
|
+982%
|
|
|
32
|
Mariner
Overland Park,
Kansas
|
$1.61M
|
+$32.3K
|
+326
|
+2%
|
|
|
33
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.6M
|
+$171K
|
+1,730
|
+12%
|
|
|
34
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.44M
|
+$9.4K
|
+95
|
+0.7%
|
|
|
35
|
Stephen J. Garry & Associates
Garden City,
New York
|
$1.41M
|
-$38.6K
|
-390
|
-3%
|
|
|
36
|
Oppenheimer & Co
New York
|
$1.39M
|
+$1.38M
|
+13,900
|
New
|
|
|
37
|
SigFig Wealth Management
San Francisco,
California
|
$1.36M
|
+$567K
|
+5,729
|
+73%
|
|
|
38
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$1.35M
|
+$1.33M
|
+13,475
|
New
|
|
|
39
|
Hilltop Holdings
Dallas,
Texas
|
$1.32M
|
+$139K
|
+1,408
|
+12%
|
|
|
40
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$1.23M
|
+$471K
|
+4,757
|
+64%
|
|
|
41
|
Financial Management Network
Mission Viejo,
California
|
$1.17M
|
+$113K
|
+1,146
|
+11%
|
|
|
42
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$1.17M
|
+$321K
|
+3,241
|
+39%
|
|
|
43
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.15M
|
+$224K
|
+2,261
|
+25%
|
|
|
44
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.11M
|
-$331K
|
-3,342
|
-23%
|
|
|
45
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$1.07M
|
–
|
–
|
–
|
|
|
46
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.06M
|
+$100K
|
+1,013
|
+11%
|
|
|
47
|
Farther Finance Advisors
San Francisco,
California
|
$1.03M
|
+$1.01M
|
+10,243
|
New
|
|
|
48
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.03M
|
+$641K
|
+6,479
|
+173%
|
|
|
49
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$963K
|
–
|
–
|
–
|
|
|
50
|
Vista Capital Partners
Portland,
Oregon
|
$960K
|
+$947K
|
+9,568
|
New
|
|
