|
26
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.65M
|
-$810K
|
-22,754
|
-8%
|
|
|
27
|
Empirical Wealth Management
Seattle,
Washington
|
$7.85M
|
+$73.8K
|
+2,074
|
+0.9%
|
|
|
28
|
Fidelity Investments
Boston,
Massachusetts
|
$7.66M
|
+$3.48M
|
+97,831
|
+75%
|
|
|
29
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.35M
|
-$2.92M
|
-81,959
|
-27%
|
|
|
30
|
Mercer Global Advisors
Denver,
Colorado
|
$7.05M
|
-$203K
|
-5,706
|
-3%
|
|
|
31
|
Modera Wealth Management
Westwood,
New Jersey
|
$7.03M
|
+$262K
|
+7,350
|
+4%
|
|
|
32
|
Savant Capital
Rockford,
Illinois
|
$6.89M
|
-$36.8K
|
-1,035
|
-0.5%
|
|
|
33
|
SigFig Wealth Management
San Francisco,
California
|
$6.78M
|
+$619K
|
+17,376
|
+9%
|
|
|
34
|
Bailard
Foster City,
California
|
$6.66M
|
+$62.3K
|
+1,751
|
+0.9%
|
|
|
35
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.5M
|
-$236K
|
-6,625
|
-3%
|
|
|
36
|
Dunhill Financial
London,
United Kingdom
|
$6.38M
|
+$681K
|
+19,135
|
+11%
|
|
|
37
|
Alesco Advisors
Pittsford,
New York
|
$6.37M
|
+$6.83K
|
+192
|
+0.1%
|
|
|
38
|
Truist Financial
Charlotte,
North Carolina
|
$5.76M
|
+$187K
|
+5,250
|
+3%
|
|
|
39
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.49M
|
-$7M
|
-196,776
|
-55%
|
|
|
40
|
Focus Financial Network
Minneapolis,
Minnesota
|
$5.38M
|
+$13.5K
|
+379
|
+0.2%
|
|
|
41
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$5.34M
|
+$2.26M
|
+63,629
|
+1,350%
|
|
|
42
|
EP Wealth Advisors
Torrance,
California
|
$5.28M
|
+$4.78M
|
+134,417
|
+601%
|
|
|
43
|
Litman Gregory Wealth Management
Larkspur,
California
|
$5.26M
|
+$160K
|
+4,483
|
+3%
|
|
|
44
|
Wealth Architects
Mountain View,
California
|
$5.13M
|
+$335K
|
+9,414
|
+7%
|
|
|
45
|
WrapManager Inc
Mill Valley,
California
|
$4.98M
|
-$52.6K
|
-1,478
|
-1%
|
|
|
46
|
Financial Connections Group
Corte Madera,
California
|
$4.8M
|
+$384K
|
+10,797
|
+8%
|
|
|
47
|
Franklin Resources
San Mateo,
California
|
$4.75M
|
+$2.85M
|
+80,025
|
+131%
|
|
|
48
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$4.74M
|
-$806K
|
-22,645
|
-14%
|
|
|
49
|
|
$4.6M
|
-$3.36M
|
-94,383
|
-41%
|
|
|
50
|
|
$4.28M
|
+$388K
|
+10,889
|
+9%
|
|
