|
26
|
Cypress Point Wealth Management
Dallas,
Texas
|
$2.51M
|
-$52.8K
|
-860
|
-2%
|
|
|
27
|
UBS Group
Zurich,
Switzerland
|
$2.44M
|
+$228K
|
+3,706
|
+11%
|
|
|
28
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$2.4M
|
-$41.7K
|
-679
|
-2%
|
|
|
29
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$2.35M
|
-$162K
|
-2,634
|
-7%
|
|
|
30
|
Valued Retirements
Houston,
Texas
|
$2.24M
|
-$75.7K
|
-1,233
|
-3%
|
|
|
31
|
Swisher Financial Concepts
Westerville,
Ohio
|
$2.12M
|
-$21.9K
|
-357
|
-1%
|
|
|
32
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.07M
|
-$149K
|
-2,422
|
-7%
|
|
|
33
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$2.06M
|
+$446K
|
+7,267
|
+29%
|
|
|
34
|
Pure Financial Advisors
San Diego,
California
|
$1.69M
|
-$137K
|
-2,227
|
-8%
|
|
|
35
|
Williams & Novak
Westlake Village,
California
|
$1.49M
|
-$111K
|
-1,802
|
-7%
|
|
|
36
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1.37M
|
+$270K
|
+4,390
|
+26%
|
|
|
37
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.29M
|
+$73.7K
|
+1,201
|
+6%
|
|
|
38
|
Empirical Wealth Management
Seattle,
Washington
|
$1.23M
|
-$77.4K
|
-1,261
|
-6%
|
|
|
39
|
Rebalance
Palo Alto,
California
|
$1.15M
|
+$63K
|
+1,026
|
+6%
|
|
|
40
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$1.08M
|
+$42.4K
|
+690
|
+4%
|
|
|
41
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$1.07M
|
–
|
–
|
–
|
|
|
42
|
Falcon Wealth Planning
Ontario,
California
|
$1.04M
|
-$645K
|
-10,513
|
-39%
|
|
|
43
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$949K
|
+$92K
|
+1,499
|
+11%
|
|
|
44
|
Flow Traders U.S.
New York
|
$938K
|
-$721K
|
-11,737
|
-44%
|
|
|
45
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$917K
|
-$61
|
-1
|
-0%
|
|
|
46
|
Ameriprise
Minneapolis,
Minnesota
|
$837K
|
+$116K
|
+1,885
|
+17%
|
|
|
47
|
NorthLanding Financial Partners
Rochester,
New York
|
$788K
|
+$2.76K
|
+45
|
+0.4%
|
|
|
48
|
Coldstream Capital Management
Bellevue,
Washington
|
$750K
|
+$53.5K
|
+871
|
+8%
|
|
|
49
|
Perigon Wealth Management
San Francisco,
California
|
$736K
|
–
|
–
|
–
|
|
|
50
|
Virtue Capital Management
Brentwood,
Tennessee
|
$663K
|
+$1.23K
|
+20
|
+0.2%
|
|
