|
26
|
Cypress Point Wealth Management
Dallas,
Texas
|
$2.46M
|
-$9.19K
|
-153
|
-0.4%
|
|
|
27
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$2.42M
|
-$1.78M
|
-29,649
|
-43%
|
|
|
28
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$2.34M
|
-$59K
|
-982
|
-3%
|
|
|
29
|
Valued Retirements
Houston,
Texas
|
$2.22M
|
-$25.3K
|
-421
|
-1%
|
|
|
30
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.13M
|
-$7.45K
|
-124
|
-0.4%
|
|
|
31
|
UBS Group
Zurich,
Switzerland
|
$2.11M
|
+$56.1K
|
+934
|
+3%
|
|
|
32
|
Swisher Financial Concepts
Westerville,
Ohio
|
$2.08M
|
+$28.6K
|
+476
|
+1%
|
|
|
33
|
Pure Financial Advisors
San Diego,
California
|
$1.76M
|
-$17.1K
|
-284
|
-1%
|
|
|
34
|
Falcon Wealth Planning
Ontario,
California
|
$1.64M
|
-$243K
|
-4,039
|
-13%
|
|
|
35
|
Flow Traders U.S.
New York
|
$1.62M
|
+$1.59M
|
+26,437
|
New
|
|
|
36
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.59M
|
-$32.2K
|
-536
|
-2%
|
|
|
37
|
Williams & Novak
Westlake Village,
California
|
$1.54M
|
+$49.4K
|
+823
|
+3%
|
|
|
38
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$1.53M
|
+$601K
|
+10,008
|
+66%
|
|
|
39
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.4M
|
–
|
–
|
–
|
|
|
40
|
Empirical Wealth Management
Seattle,
Washington
|
$1.25M
|
-$95.8K
|
-1,595
|
-7%
|
|
|
41
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$1.18M
|
–
|
–
|
–
|
|
|
42
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.17M
|
+$167K
|
+2,780
|
+17%
|
|
|
43
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1.04M
|
+$226K
|
+3,766
|
+28%
|
|
|
44
|
Rebalance
Palo Alto,
California
|
$1.04M
|
–
|
–
|
–
|
|
|
45
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.02M
|
+$461K
|
+7,666
|
+85%
|
|
|
46
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$1.02M
|
-$78.3K
|
-1,303
|
-7%
|
|
|
47
|
Victory Capital Management
San Antonio,
Texas
|
$1.01M
|
+$478K
|
+7,950
|
+93%
|
|
|
48
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$994K
|
+$83K
|
+1,381
|
+9%
|
|
|
49
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$934K
|
+$40.9K
|
+681
|
+5%
|
|
|
50
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$878K
|
–
|
–
|
–
|
|
