|
26
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$2.25M
|
+$287K
|
+3,785
|
+15%
|
|
|
27
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.25M
|
+$1.18M
|
+15,615
|
+111%
|
|
|
28
|
Cypress Point Wealth Management
Dallas,
Texas
|
$2.03M
|
-$244K
|
-3,215
|
-11%
|
|
|
29
|
Victory Capital Management
San Antonio,
Texas
|
$2.02M
|
+$108K
|
+1,430
|
+6%
|
|
|
30
|
Pure Financial Advisors
San Diego,
California
|
$1.91M
|
-$1.51K
|
-20
|
-0.1%
|
|
|
31
|
Stewardship Concepts Financial Services
Spokane,
Washington
|
$1.69M
|
-$3.01M
|
-39,778
|
-64%
|
|
|
32
|
Summit Financial
Parsippany,
New Jersey
|
$1.6M
|
-$141K
|
-1,860
|
-8%
|
|
|
33
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.59M
|
-$98.5K
|
-1,300
|
-6%
|
|
|
34
|
Williams & Novak
Westlake Village,
California
|
$1.52M
|
-$17.4K
|
-229
|
-1%
|
|
|
35
|
Empirical Wealth Management
Seattle,
Washington
|
$1.34M
|
-$10.2K
|
-134
|
-0.8%
|
|
|
36
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.28M
|
+$1.29M
|
+17,022
|
New
|
|
|
37
|
Rebalance
Palo Alto,
California
|
$1.2M
|
-$65.3K
|
-862
|
-5%
|
|
|
38
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.18M
|
+$764K
|
+10,089
|
+184%
|
|
|
39
|
Greenspring Advisors
Towson,
Maryland
|
$1.17M
|
-$19.9K
|
-262
|
-2%
|
|
|
40
|
NorthLanding Financial Partners
Rochester,
New York
|
$1.16M
|
+$63.8K
|
+842
|
+6%
|
|
|
41
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$969K
|
-$286K
|
-3,769
|
-21%
|
|
|
42
|
Perigon Wealth Management
San Francisco,
California
|
$855K
|
+$2.8K
|
+37
|
+0.3%
|
|
|
43
|
Powerhouse Assets
Lincoln,
Massachusetts
|
$837K
|
+$22.8K
|
+301
|
+3%
|
|
|
44
|
Pathstone Holdings
Englewood,
New Jersey
|
$798K
|
+$797K
|
+10,521
|
New
|
|
|
45
|
Trust Company of the South
Greensboro,
North Carolina
|
$789K
|
–
|
–
|
–
|
|
|
46
|
Mercer Global Advisors
Denver,
Colorado
|
$772K
|
+$25.5K
|
+337
|
+3%
|
|
|
47
|
Advisory Services Network
Atlanta,
Georgia
|
$754K
|
+$44.7K
|
+590
|
+6%
|
|
|
48
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$735K
|
-$4.02K
|
-53
|
-0.5%
|
|
|
49
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$720K
|
+$25.5K
|
+337
|
+4%
|
|
|
50
|
Avior Wealth Management
Omaha,
Nebraska
|
$718K
|
–
|
–
|
–
|
|
