|
26
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.6M
|
-$173K
|
-3,932
|
-6%
|
|
|
27
|
SoFi Wealth
San Francisco,
California
|
$2.52M
|
+$348K
|
+7,899
|
+16%
|
|
|
28
|
Baker Avenue Asset Management
San Francisco,
California
|
$2.19M
|
+$294K
|
+6,686
|
+15%
|
|
|
29
|
|
$2.07M
|
-$20.8K
|
-472
|
-1%
|
|
|
30
|
GeoWealth Management
Chicago,
Illinois
|
$1.96M
|
-$633K
|
-14,386
|
-24%
|
|
|
31
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.95M
|
+$78.8K
|
+1,790
|
+4%
|
|
|
32
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.84M
|
+$14.7K
|
+333
|
+0.8%
|
|
|
33
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$1.83M
|
-$143K
|
-3,257
|
-7%
|
|
|
34
|
Accredited Investors
Edina,
Minnesota
|
$1.79M
|
+$68K
|
+1,546
|
+4%
|
|
|
35
|
Perennial Investment Advisors
Los Angeles,
California
|
$1.76M
|
+$71.1K
|
+1,616
|
+4%
|
|
|
36
|
MML Investors Services
Springfield,
Massachusetts
|
$1.76M
|
+$188K
|
+4,281
|
+12%
|
|
|
37
|
Wells Fargo
San Francisco,
California
|
$1.76M
|
+$302K
|
+6,861
|
+21%
|
|
|
38
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.74M
|
+$166K
|
+3,769
|
+10%
|
|
|
39
|
Bank of America
Charlotte,
North Carolina
|
$1.74M
|
+$15.8K
|
+359
|
+0.9%
|
|
|
40
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.61M
|
-$28.2K
|
-641
|
-2%
|
|
|
41
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.57M
|
+$50K
|
+1,137
|
+3%
|
|
|
42
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.55M
|
+$482K
|
+10,962
|
+45%
|
|
|
43
|
Cedar Cove Wealth Partners
Bloomington,
Minnesota
|
$1.51M
|
+$1.52M
|
+34,452
|
New
|
|
|
44
|
Skyline Advisors
Bellingham,
Washington
|
$1.47M
|
+$96K
|
+2,181
|
+7%
|
|
|
45
|
Raymond James Financial
St Petersburg,
Florida
|
$1.41M
|
-$180K
|
-4,100
|
-11%
|
|
|
46
|
United Capital Financial Advisors
Irving,
Texas
|
$1.38M
|
+$4.36K
|
+99
|
+0.3%
|
|
|
47
|
Tarbox Family Office
Newport Beach,
California
|
$1.31M
|
+$16.4K
|
+372
|
+1%
|
|
|
48
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$1.3M
|
-$18.7K
|
-425
|
-1%
|
|
|
49
|
Davis Wealth Advisors
Salem,
New Hampshire
|
$1.26M
|
+$1.26M
|
+28,675
|
New
|
|
|
50
|
UBS Group
Zurich,
Switzerland
|
$1.21M
|
+$99.7K
|
+2,266
|
+9%
|
|
