|
1
|
|
$63.5M
|
+$1.74M
|
+22,762
|
+3%
|
|
|
2
|
IMA Advisory Services
Denver,
Colorado
|
$55M
|
+$121K
|
+1,582
|
+0.2%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$26.9M
|
+$2.3M
|
+30,107
|
+9%
|
|
|
4
|
Cedar Cove Wealth Partners
Bloomington,
Minnesota
|
$17.7M
|
+$18M
|
+235,791
|
New
|
|
|
5
|
SigFig Wealth Management
San Francisco,
California
|
$17.5M
|
+$491K
|
+6,432
|
+3%
|
|
|
6
|
Allworth Financial
Folsom,
California
|
$13.3M
|
-$165K
|
-2,163
|
-1%
|
|
|
7
|
RWA Wealth Partners
Newton,
Massachusetts
|
$10.9M
|
+$1.12M
|
+14,635
|
+11%
|
|
|
8
|
Values Added Financial
Washington,
District of Columbia
|
$7.21M
|
+$528K
|
+6,927
|
+8%
|
|
|
9
|
Bailard
Foster City,
California
|
$6.75M
|
+$873K
|
+11,447
|
+15%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$6.39M
|
+$1.9M
|
+24,867
|
+41%
|
|
|
11
|
Accredited Investors
Edina,
Minnesota
|
$6.27M
|
+$283K
|
+3,712
|
+5%
|
|
|
12
|
Financial Connections Group
Corte Madera,
California
|
$5.8M
|
+$58.8K
|
+771
|
+1%
|
|
|
13
|
Invera Wealth Advisors
Bend,
Oregon
|
$4.91M
|
-$104K
|
-1,360
|
-2%
|
|
|
14
|
|
$4.72M
|
-$475K
|
-6,222
|
-9%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$4.69M
|
-$474K
|
-6,212
|
-9%
|
|
|
16
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$4.66M
|
+$27.2K
|
+357
|
+0.6%
|
|
|
17
|
Flow Traders U.S.
New York
|
$4.38M
|
-$12.3M
|
-160,862
|
-73%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$4.16M
|
+$41.7K
|
+547
|
+1%
|
|
|
19
|
Regatta Capital Group
El Segundo,
California
|
$4.08M
|
+$354K
|
+4,647
|
+9%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.01M
|
-$331K
|
-4,345
|
-8%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.65M
|
+$168K
|
+2,206
|
+5%
|
|
|
22
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$3.59M
|
+$299K
|
+3,920
|
+9%
|
|
|
23
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$3.43M
|
-$155K
|
-2,034
|
-4%
|
|
|
24
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$3.28M
|
–
|
–
|
–
|
|
|
25
|
SeedSafe Financial
Austin,
Texas
|
$3.23M
|
+$3.28M
|
+42,960
|
New
|
|
