|
26
|
Old Mission Capital
Chicago,
Illinois
|
$2.55M
|
+$2.49M
|
+37,605
|
New
|
|
|
27
|
|
$2.37M
|
+$1.27M
|
+19,255
|
+123%
|
|
|
28
|
Cypress Point Wealth Management
Dallas,
Texas
|
$2.33M
|
-$7.28K
|
-110
|
-0.3%
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$2.09M
|
+$115K
|
+1,745
|
+6%
|
|
|
30
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.06M
|
+$73.3K
|
+1,108
|
+4%
|
|
|
31
|
Victory Capital Management
San Antonio,
Texas
|
$2.05M
|
-$1.01M
|
-15,277
|
-34%
|
|
|
32
|
Pure Financial Advisors
San Diego,
California
|
$1.72M
|
+$1.79K
|
+27
|
+0.1%
|
|
|
33
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.59M
|
-$91.3K
|
-1,380
|
-6%
|
|
|
34
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$1.48M
|
+$112K
|
+1,697
|
+8%
|
|
|
35
|
Summit Financial
Parsippany,
New Jersey
|
$1.47M
|
+$1.43M
|
+21,600
|
New
|
|
|
36
|
Williams & Novak
Westlake Village,
California
|
$1.43M
|
+$61.6K
|
+932
|
+5%
|
|
|
37
|
Rebalance
Palo Alto,
California
|
$1.26M
|
–
|
–
|
–
|
|
|
38
|
Empirical Wealth Management
Seattle,
Washington
|
$1.21M
|
-$2.98K
|
-45
|
-0.3%
|
|
|
39
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$946K
|
+$921K
|
+13,925
|
New
|
|
|
40
|
NorthLanding Financial Partners
Rochester,
New York
|
$937K
|
+$30.1K
|
+455
|
+3%
|
|
|
41
|
Osaic Holdings
Scottsdale,
Arizona
|
$926K
|
-$22.7K
|
-343
|
-2%
|
|
|
42
|
Citadel Advisors
Miami,
Florida
|
$870K
|
+$847K
|
+12,804
|
New
|
|
|
43
|
Guardian Partners
Toronto,
Canada
|
$865K
|
–
|
–
|
–
|
|
|
44
|
Focus Partners Wealth
Boston,
Massachusetts
|
$828K
|
+$1.65K
|
+25
|
+0.2%
|
|
|
45
|
FullCircle Wealth
Dallas,
Texas
|
$826K
|
+$210K
|
+3,182
|
+36%
|
|
|
46
|
Falcon Wealth Planning
Ontario,
California
|
$771K
|
-$51.1K
|
-772
|
-6%
|
|
|
47
|
Perigon Wealth Management
San Francisco,
California
|
$752K
|
–
|
–
|
–
|
|
|
48
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$714K
|
–
|
–
|
–
|
|
|
49
|
Trust Company of the South
Greensboro,
North Carolina
|
$706K
|
–
|
–
|
–
|
|
|
50
|
Avior Wealth Management
Omaha,
Nebraska
|
$654K
|
+$265K
|
+4,000
|
+71%
|
|
