|
26
|
Retirement Capital Strategies
San Jose,
California
|
$2.65M
|
-$15.2K
|
-349
|
-0.6%
|
|
|
27
|
GeoWealth Management
Chicago,
Illinois
|
$2.59M
|
-$585K
|
-13,432
|
-19%
|
|
|
28
|
SoFi Wealth
San Francisco,
California
|
$2.17M
|
+$473K
|
+10,866
|
+28%
|
|
|
29
|
|
$2.09M
|
+$540K
|
+12,403
|
+35%
|
|
|
30
|
Institute for Wealth Management
Denver,
Colorado
|
$2.04M
|
+$9.58K
|
+220
|
+0.5%
|
|
|
31
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$1.98M
|
+$12.7K
|
+291
|
+0.7%
|
|
|
32
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.9M
|
+$101K
|
+2,319
|
+6%
|
|
|
33
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.87M
|
+$118K
|
+2,711
|
+7%
|
|
|
34
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.83M
|
+$24.3K
|
+557
|
+1%
|
|
|
35
|
Bank of America
Charlotte,
North Carolina
|
$1.73M
|
+$169K
|
+3,890
|
+11%
|
|
|
36
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.72M
|
-$320K
|
-7,339
|
-16%
|
|
|
37
|
Accredited Investors
Edina,
Minnesota
|
$1.72M
|
+$8.93K
|
+205
|
+0.5%
|
|
|
38
|
Perennial Investment Advisors
Los Angeles,
California
|
$1.69M
|
+$14.6K
|
+334
|
+0.9%
|
|
|
39
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.64M
|
+$479K
|
+10,997
|
+42%
|
|
|
40
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.6M
|
+$1.23M
|
+28,151
|
+339%
|
|
|
41
|
Raymond James Financial
St Petersburg,
Florida
|
$1.59M
|
-$147K
|
-3,366
|
-8%
|
|
|
42
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.58M
|
+$37.9K
|
+870
|
+2%
|
|
|
43
|
MML Investors Services
Springfield,
Massachusetts
|
$1.57M
|
-$2.3M
|
-52,894
|
-60%
|
|
|
44
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.53M
|
–
|
–
|
–
|
|
|
45
|
Wells Fargo
San Francisco,
California
|
$1.46M
|
-$107K
|
-2,449
|
-7%
|
|
|
46
|
Skyline Advisors
Bellingham,
Washington
|
$1.37M
|
+$109K
|
+2,499
|
+9%
|
|
|
47
|
United Capital Financial Advisors
Irving,
Texas
|
$1.37M
|
-$470K
|
-10,795
|
-26%
|
|
|
48
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$1.32M
|
+$784
|
+18
|
+0.1%
|
|
|
49
|
Tarbox Family Office
Newport Beach,
California
|
$1.3M
|
-$15.9K
|
-365
|
-1%
|
|
|
50
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$1.13M
|
+$145K
|
+3,319
|
+15%
|
|
