|
26
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$1.56M
|
+$172K
|
+3,631
|
+12%
|
|
|
27
|
Wealthfront Advisers
Palo Alto,
California
|
$1.53M
|
+$45.9K
|
+967
|
+3%
|
|
|
28
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.29M
|
+$400K
|
+8,425
|
+45%
|
|
|
29
|
Brio Consultants
San Francisco,
California
|
$1.29M
|
+$31.2K
|
+657
|
+2%
|
|
|
30
|
Invera Wealth Advisors
Bend,
Oregon
|
$1.23M
|
+$26.1K
|
+550
|
+2%
|
|
|
31
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.23M
|
+$510K
|
+10,759
|
+72%
|
|
|
32
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$1.22M
|
+$113K
|
+2,389
|
+10%
|
|
|
33
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.17M
|
+$80.8K
|
+1,702
|
+7%
|
|
|
34
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.13M
|
+$97.8K
|
+2,061
|
+9%
|
|
|
35
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.06M
|
+$354K
|
+7,456
|
+50%
|
|
|
36
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$1.03M
|
–
|
–
|
–
|
|
|
37
|
Private Wealth Management Group
Princeton,
New Jersey
|
$1.01M
|
-$282K
|
-5,946
|
-22%
|
|
|
38
|
Zevin Asset Management
Boston,
Massachusetts
|
$976K
|
-$2.66K
|
-56
|
-0.3%
|
|
|
39
|
HighTower Advisors
Chicago,
Illinois
|
$929K
|
+$39.2K
|
+827
|
+4%
|
|
|
40
|
Midwest Financial Partners Investments
St. Cloud,
Minnesota
|
$898K
|
-$3.89K
|
-82
|
-0.4%
|
|
|
41
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$888K
|
–
|
–
|
–
|
|
|
42
|
Omega Financial Group
Santa Barbara,
California
|
$886K
|
-$6.22K
|
-131
|
-0.7%
|
|
|
43
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$868K
|
+$15.8K
|
+334
|
+2%
|
|
|
44
|
Falcon Wealth Planning
Ontario,
California
|
$849K
|
-$110K
|
-2,321
|
-11%
|
|
|
45
|
Livet Wealth
Salt Lake City,
Utah
|
$837K
|
+$46.8K
|
+987
|
+6%
|
|
|
46
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$824K
|
+$38.7K
|
+816
|
+5%
|
|
|
47
|
Atomi Financial Group
New York
|
$815K
|
+$9.9K
|
+209
|
+1%
|
|
|
48
|
Franklin Resources
San Mateo,
California
|
$809K
|
+$8.64K
|
+182
|
+1%
|
|
|
49
|
Principal Securities
Des Moines,
Iowa
|
$785K
|
+$77.1K
|
+1,624
|
+11%
|
|
|
50
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$780K
|
-$19K
|
-400
|
-2%
|
|
