|
26
|
|
$1.8M
|
+$109K
|
+3,429
|
+7%
|
|
|
27
|
NVWM LLC
Yardley,
Pennsylvania
|
$1.72M
|
+$2.61K
|
+82
|
+0.2%
|
|
|
28
|
Sagace Wealth Management
St. Petersburg,
Florida
|
$1.53M
|
+$186K
|
+5,846
|
+14%
|
|
|
29
|
Peak Financial Management
Wellesley,
Massachusetts
|
$1.38M
|
+$22.4K
|
+705
|
+2%
|
|
|
30
|
AllSquare Wealth Management
Albany,
New York
|
$1.21M
|
-$37.8K
|
-1,186
|
-3%
|
|
|
31
|
LPL Financial
San Diego,
California
|
$1.15M
|
+$705K
|
+22,151
|
+162%
|
|
|
32
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$1.13M
|
–
|
–
|
–
|
|
|
33
|
|
$1.04M
|
+$1.03M
|
+32,372
|
New
|
|
|
34
|
|
$1.01M
|
-$120K
|
-3,754
|
-11%
|
|
|
35
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$992K
|
+$26.8K
|
+841
|
+3%
|
|
|
36
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$955K
|
-$84.6K
|
-2,656
|
-8%
|
|
|
37
|
Envestnet Asset Management
Chicago,
Illinois
|
$944K
|
+$39.8K
|
+1,249
|
+4%
|
|
|
38
|
Atria Investments
Charlotte,
North Carolina
|
$924K
|
-$2.23M
|
-70,000
|
-71%
|
|
|
39
|
Fort Point Capital Partners
San Francisco,
California
|
$923K
|
+$916K
|
+28,758
|
New
|
|
|
40
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$921K
|
-$2.74K
|
-86
|
-0.3%
|
|
|
41
|
Lido Advisors
Los Angeles,
California
|
$880K
|
-$10.3K
|
-323
|
-1%
|
|
|
42
|
MONECO Advisors
Fairfield,
Connecticut
|
$866K
|
+$24.6K
|
+771
|
+3%
|
|
|
43
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$753K
|
+$687K
|
+21,562
|
New
|
|
|
44
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$728K
|
–
|
–
|
–
|
|
|
45
|
Slow Capital
Greenbrae,
California
|
$717K
|
+$7.51K
|
+236
|
+1%
|
|
|
46
|
Bailard
Foster City,
California
|
$706K
|
–
|
–
|
–
|
|
|
47
|
Kingswood Wealth Advisors
San Diego,
California
|
$697K
|
+$692K
|
+21,723
|
New
|
|
|
48
|
Snowden Capital Advisors
New York
|
$692K
|
–
|
–
|
–
|
|
|
49
|
|
$682K
|
-$820K
|
-25,738
|
-55%
|
|
|
50
|
Vontobel Holding
Zurich,
Switzerland
|
$653K
|
-$39.4K
|
-1,236
|
-6%
|
|
