|
26
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.39M
|
+$432K
|
+8,571
|
+45%
|
|
|
27
|
Cary Street Partners
Richmond,
Virginia
|
$1.33M
|
–
|
–
|
–
|
|
|
28
|
|
$1.32M
|
+$549K
|
+10,892
|
+71%
|
|
|
29
|
Kanawha Capital Management
Richmond,
Virginia
|
$1.31M
|
+$101K
|
+2,000
|
+8%
|
|
|
30
|
KWB Wealth
Redlands,
California
|
$1.3M
|
+$222K
|
+4,393
|
+21%
|
|
|
31
|
FLC Capital Advisors
Palm Desert,
California
|
$1.21M
|
+$307K
|
+6,079
|
+34%
|
|
|
32
|
Members Wealth
Media,
Pennsylvania
|
$1.2M
|
+$199K
|
+3,938
|
+20%
|
|
|
33
|
Kera Capital Partners
San Jose,
California
|
$1.19M
|
+$1.19M
|
+23,579
|
New
|
|
|
34
|
Perigon Wealth Management
San Francisco,
California
|
$1.16M
|
-$63K
|
-1,250
|
-5%
|
|
|
35
|
Private Advisor Group
Morristown,
New Jersey
|
$1.1M
|
+$1.1M
|
+21,841
|
New
|
|
|
36
|
Perennial Investment Advisors
Los Angeles,
California
|
$1.06M
|
+$68.3K
|
+1,354
|
+7%
|
|
|
37
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.05M
|
-$731K
|
-14,494
|
-41%
|
|
|
38
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$1.05M
|
–
|
–
|
–
|
|
|
39
|
Fairview Capital Investment Management
Greenbrae,
California
|
$859K
|
+$50.4K
|
+1,000
|
+6%
|
|
|
40
|
Mutual Advisors
Omaha,
Nebraska
|
$848K
|
+$85.9K
|
+1,703
|
+11%
|
|
|
41
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$797K
|
+$239K
|
+4,737
|
+43%
|
|
|
42
|
Beacon Pointe Advisors
Newport Beach,
California
|
$787K
|
+$786K
|
+15,580
|
New
|
|
|
43
|
Tortuga Wealth Management
Torrance,
California
|
$766K
|
+$353K
|
+7,007
|
+86%
|
|
|
44
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$721K
|
+$317K
|
+6,289
|
+79%
|
|
|
45
|
Meridian Wealth Management
Lexington,
Kentucky
|
$707K
|
–
|
–
|
–
|
|
|
46
|
Mariner
Overland Park,
Kansas
|
$675K
|
-$1.04M
|
-20,648
|
-61%
|
|
|
47
|
UBS Group
Zurich,
Switzerland
|
$657K
|
+$655K
|
+12,978
|
+72,100%
|
|
|
48
|
Ariadne Wealth Management
Santa Barbara,
California
|
$653K
|
-$151K
|
-2,997
|
-19%
|
|
|
49
|
Savvy Advisors Inc
New York
|
$601K
|
-$1M
|
-19,835
|
-63%
|
|
|
50
|
Sound Portfolio Advisors
Mystic,
Connecticut
|
$582K
|
-$60K
|
-1,189
|
-9%
|
|
