|
26
|
Raymond James Financial
St Petersburg,
Florida
|
$6.07M
|
+$1.69M
|
+58,165
|
+39%
|
|
|
27
|
Creative Planning
Overland Park,
Kansas
|
$5.95M
|
-$264K
|
-9,086
|
-4%
|
|
|
28
|
American Financial & Tax Strategies
New York
|
$5.85M
|
-$5.42K
|
-187
|
-0.1%
|
|
|
29
|
|
$5.53M
|
+$207K
|
+7,131
|
+4%
|
|
|
30
|
Townsend Financial Planning
Mt Sterling,
Kentucky
|
$5.03M
|
+$10.1K
|
+349
|
+0.2%
|
|
|
31
|
RFG Advisory
Birmingham,
Alabama
|
$4.92M
|
+$212K
|
+7,310
|
+5%
|
|
|
32
|
Physician Wealth Advisors
Midvale,
Utah
|
$4.67M
|
-$12.7K
|
-437
|
-0.3%
|
|
|
33
|
HighTower Advisors
Chicago,
Illinois
|
$4.47M
|
-$96.6K
|
-3,329
|
-2%
|
|
|
34
|
Steward Partners Investment Advisory
New York
|
$4.34M
|
+$638K
|
+21,993
|
+17%
|
|
|
35
|
EP Wealth Advisors
Torrance,
California
|
$4.25M
|
+$4.21M
|
+145,026
|
New
|
|
|
36
|
Essential Planning
Portsmouth,
New Hampshire
|
$3.98M
|
+$24.6K
|
+849
|
+0.6%
|
|
|
37
|
Financial Engines Advisors
Santa Clara,
California
|
$3.9M
|
-$39.7K
|
-1,367
|
-1%
|
|
|
38
|
Prospect Financial Group
Arlington,
Virginia
|
$3.65M
|
+$222K
|
+7,655
|
+7%
|
|
|
39
|
SigFig Wealth Management
San Francisco,
California
|
$3.38M
|
-$38K
|
-1,310
|
-1%
|
|
|
40
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$3.38M
|
+$29.8K
|
+1,027
|
+0.9%
|
|
|
41
|
Mariner
Overland Park,
Kansas
|
$3.26M
|
-$385K
|
-13,261
|
-11%
|
|
|
42
|
Park Avenue Securities
New York
|
$3.18M
|
+$467K
|
+16,114
|
+17%
|
|
|
43
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.08M
|
+$228K
|
+7,866
|
+8%
|
|
|
44
|
Schoolcraft Capital
Boulder,
Colorado
|
$2.67M
|
+$13.1K
|
+450
|
+0.5%
|
|
|
45
|
Livet Wealth
Salt Lake City,
Utah
|
$2.63M
|
+$71.5K
|
+2,465
|
+3%
|
|
|
46
|
Lodestar Private Asset Management
Alamo,
California
|
$2.55M
|
+$155K
|
+5,335
|
+7%
|
|
|
47
|
UBS Group
Zurich,
Switzerland
|
$2.41M
|
-$1.82M
|
-62,844
|
-43%
|
|
|
48
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.4M
|
+$2.38M
|
+81,922
|
New
|
|
|
49
|
Raffa Wealth Management
Washington,
District of Columbia
|
$2.4M
|
+$330K
|
+11,363
|
+16%
|
|
|
50
|
Sachetta
Lynnfield,
Massachusetts
|
$2.39M
|
+$214K
|
+7,366
|
+10%
|
|
