|
26
|
Essential Planning
Portsmouth,
New Hampshire
|
$3.19M
|
+$137K
|
+5,518
|
+5%
|
|
|
27
|
RFG Advisory
Birmingham,
Alabama
|
$3.18M
|
+$427K
|
+17,173
|
+16%
|
|
|
28
|
Diversify Wealth Management
Sandy,
Utah
|
$3.18M
|
+$2.95M
|
+118,665
|
New
|
|
|
29
|
Schoolcraft Capital
Boulder,
Colorado
|
$3.14M
|
+$214K
|
+8,614
|
+7%
|
|
|
30
|
|
$3.04M
|
+$111K
|
+4,478
|
+4%
|
|
|
31
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$2.8M
|
+$2.34M
|
+94,167
|
+571%
|
|
|
32
|
SigFig Wealth Management
San Francisco,
California
|
$2.79M
|
+$71.1K
|
+2,856
|
+3%
|
|
|
33
|
Opes Wealth Management
Menlo Park,
California
|
$2.65M
|
+$39.6K
|
+1,591
|
+2%
|
|
|
34
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.6M
|
+$472K
|
+18,956
|
+23%
|
|
|
35
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.59M
|
-$18K
|
-724
|
-0.7%
|
|
|
36
|
Blue Barn Wealth
Orem,
Utah
|
$2.55M
|
+$131K
|
+5,268
|
+6%
|
|
|
37
|
MML Investors Services
Springfield,
Massachusetts
|
$2.37M
|
-$1.14M
|
-45,656
|
-33%
|
|
|
38
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.03M
|
-$1.51M
|
-60,629
|
-43%
|
|
|
39
|
Stifel Financial
St. Louis,
Missouri
|
$2.02M
|
-$93.9K
|
-3,774
|
-5%
|
|
|
40
|
Soltis Investment Advisors
St. George,
Utah
|
$2M
|
+$25
|
+1
|
+0%
|
|
|
41
|
Eagle Bay Advisors
New York
|
$1.94M
|
+$153K
|
+6,149
|
+9%
|
|
|
42
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.9M
|
+$193K
|
+7,761
|
+12%
|
|
|
43
|
Forte Asset Management
Bedford,
New York
|
$1.85M
|
+$93.1K
|
+3,743
|
+5%
|
|
|
44
|
Asset Management Group
Stamford,
Connecticut
|
$1.82M
|
-$13.9K
|
-557
|
-0.8%
|
|
|
45
|
Atria Investments
Charlotte,
North Carolina
|
$1.78M
|
+$287K
|
+11,534
|
+20%
|
|
|
46
|
Diversify Advisory Services
Sandy,
Utah
|
$1.76M
|
-$1.52M
|
-61,222
|
-47%
|
|
|
47
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$1.73M
|
-$309K
|
-12,436
|
-15%
|
|
|
48
|
UBS Group
Zurich,
Switzerland
|
$1.73M
|
-$4.16K
|
-167
|
-0.2%
|
|
|
49
|
Lodestar Private Asset Management
Alamo,
California
|
$1.59M
|
+$46K
|
+1,849
|
+3%
|
|
|
50
|
Sachetta
Lynnfield,
Massachusetts
|
$1.59M
|
+$326K
|
+13,100
|
+29%
|
|
