|
26
|
SeedSafe Financial
Austin,
Texas
|
$4.8M
|
+$494K
|
+6,044
|
+12%
|
|
|
27
|
Modern Wealth Management
Lenexa,
Kansas
|
$4.64M
|
+$636K
|
+7,776
|
+17%
|
|
|
28
|
UBS Group
Zurich,
Switzerland
|
$4.57M
|
-$7.85K
|
-96
|
-0.2%
|
|
|
29
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$4.1M
|
-$49.2K
|
-602
|
-1%
|
|
|
30
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$3.65M
|
–
|
–
|
–
|
|
|
31
|
SoFi Wealth
San Francisco,
California
|
$3.65M
|
+$780K
|
+9,544
|
+28%
|
|
|
32
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$3.63M
|
-$104K
|
-1,271
|
-3%
|
|
|
33
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$3.59M
|
+$246K
|
+3,007
|
+8%
|
|
|
34
|
Fidelity Investments
Boston,
Massachusetts
|
$3.59M
|
-$76.6K
|
-937
|
-2%
|
|
|
35
|
Decker Retirement Planning
Levi,
Utah
|
$3.34M
|
+$424K
|
+5,181
|
+15%
|
|
|
36
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.32M
|
+$105K
|
+1,280
|
+3%
|
|
|
37
|
Albion Financial Group
Salt Lake City,
Utah
|
$3.27M
|
+$13.7K
|
+168
|
+0.4%
|
|
|
38
|
Flow Traders U.S.
New York
|
$3.24M
|
+$3.13M
|
+38,309
|
New
|
|
|
39
|
Beacon Pointe Advisors
Newport Beach,
California
|
$3.18M
|
+$596K
|
+7,295
|
+24%
|
|
|
40
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.02M
|
+$501K
|
+6,131
|
+21%
|
|
|
41
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$3.01M
|
+$201K
|
+2,455
|
+7%
|
|
|
42
|
Atwater Malick
Lancaster,
Pennsylvania
|
$2.95M
|
+$134K
|
+1,640
|
+5%
|
|
|
43
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$2.9M
|
–
|
–
|
–
|
|
|
44
|
Westfuller Advisors
New York
|
$2.72M
|
-$20.8K
|
-254
|
-0.8%
|
|
|
45
|
AssetMark Inc
Concord,
California
|
$2.62M
|
+$127K
|
+1,555
|
+5%
|
|
|
46
|
NorthRock Partners
Minneapolis,
Minnesota
|
$2.61M
|
+$4.82K
|
+59
|
+0.2%
|
|
|
47
|
One Wealth Advisors
San Francisco,
California
|
$2.55M
|
+$60.9K
|
+745
|
+3%
|
|
|
48
|
|
$2.55M
|
+$818K
|
+10,004
|
+50%
|
|
|
49
|
Avise Financial Cooperative
Los Angeles,
California
|
$2.39M
|
+$1.76M
|
+21,479
|
+319%
|
|
|
50
|
Pathstone Holdings
Englewood,
New Jersey
|
$2.37M
|
+$156K
|
+1,914
|
+7%
|
|
