|
26
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$2.41M
|
+$660K
|
+11,126
|
+43%
|
|
|
27
|
Cypress Point Wealth Management
Dallas,
Texas
|
$2.24M
|
+$950
|
+16
|
+0%
|
|
|
28
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.9M
|
-$797K
|
-13,432
|
-31%
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$1.88M
|
-$72.3K
|
-1,218
|
-4%
|
|
|
30
|
Pure Financial Advisors
San Diego,
California
|
$1.64M
|
+$42.1K
|
+710
|
+3%
|
|
|
31
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.61M
|
-$25.6K
|
-431
|
-2%
|
|
|
32
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$1.31M
|
+$55.6K
|
+936
|
+5%
|
|
|
33
|
Williams & Novak
Westlake Village,
California
|
$1.3M
|
-$56.9K
|
-958
|
-5%
|
|
|
34
|
Rebalance
Palo Alto,
California
|
$1.2M
|
+$7.42K
|
+125
|
+0.7%
|
|
|
35
|
Empirical Wealth Management
Seattle,
Washington
|
$1.16M
|
-$29.7K
|
-501
|
-3%
|
|
|
36
|
|
$1.01M
|
+$112K
|
+1,894
|
+14%
|
|
|
37
|
Osaic Holdings
Scottsdale,
Arizona
|
$916K
|
+$9.67K
|
+163
|
+1%
|
|
|
38
|
NorthLanding Financial Partners
Rochester,
New York
|
$865K
|
+$50.1K
|
+844
|
+7%
|
|
|
39
|
Guardian Partners
Toronto,
Canada
|
$821K
|
–
|
–
|
–
|
|
|
40
|
Flow Traders U.S.
New York
|
$792K
|
-$247K
|
-4,161
|
-25%
|
|
|
41
|
Focus Partners Wealth
Boston,
Massachusetts
|
$789K
|
–
|
–
|
–
|
|
|
42
|
Falcon Wealth Planning
Ontario,
California
|
$786K
|
-$178K
|
-2,992
|
-20%
|
|
|
43
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$773K
|
-$1.26M
|
-21,182
|
-64%
|
|
|
44
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$763K
|
-$327K
|
-5,515
|
-32%
|
|
|
45
|
Perigon Wealth Management
San Francisco,
California
|
$718K
|
+$2.31K
|
+39
|
+0.4%
|
|
|
46
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$682K
|
–
|
–
|
–
|
|
|
47
|
Trust Company of the South
Greensboro,
North Carolina
|
$674K
|
–
|
–
|
–
|
|
|
48
|
Valued Retirements
Houston,
Texas
|
$622K
|
-$4.75K
|
-80
|
-0.8%
|
|
|
49
|
Advisory Services Network
Atlanta,
Georgia
|
$600K
|
–
|
–
|
–
|
|
|
50
|
Simon Quick Advisors
Morristown,
New Jersey
|
$579K
|
+$712
|
+12
|
+0.1%
|
|
