|
26
|
Creative Planning
Overland Park,
Kansas
|
$5.71M
|
-$342K
|
-12,278
|
-5%
|
|
|
27
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$5.62M
|
+$111K
|
+3,989
|
+2%
|
|
|
28
|
American Financial & Tax Strategies
New York
|
$5.38M
|
-$30.7K
|
-1,104
|
-0.5%
|
|
|
29
|
|
$4.89M
|
+$418K
|
+15,017
|
+9%
|
|
|
30
|
Townsend Financial Planning
Mt Sterling,
Kentucky
|
$4.61M
|
+$85.9K
|
+3,087
|
+2%
|
|
|
31
|
RFG Advisory
Birmingham,
Alabama
|
$4.32M
|
+$225K
|
+8,091
|
+5%
|
|
|
32
|
Physician Wealth Advisors
Midvale,
Utah
|
$4.3M
|
-$8.24K
|
-296
|
-0.2%
|
|
|
33
|
HighTower Advisors
Chicago,
Illinois
|
$4.19M
|
+$246K
|
+8,830
|
+6%
|
|
|
34
|
Raymond James Financial
St Petersburg,
Florida
|
$4.01M
|
+$276K
|
+9,910
|
+7%
|
|
|
35
|
UBS Group
Zurich,
Switzerland
|
$3.9M
|
+$1.77M
|
+63,594
|
+78%
|
|
|
36
|
Essential Planning
Portsmouth,
New Hampshire
|
$3.63M
|
+$31.7K
|
+1,139
|
+0.9%
|
|
|
37
|
Financial Engines Advisors
Santa Clara,
California
|
$3.62M
|
+$46.1K
|
+1,655
|
+1%
|
|
|
38
|
Opes Wealth Management
Menlo Park,
California
|
$3.6M
|
+$142K
|
+5,089
|
+4%
|
|
|
39
|
Steward Partners Investment Advisory
New York
|
$3.4M
|
+$256K
|
+9,208
|
+8%
|
|
|
40
|
Mariner
Overland Park,
Kansas
|
$3.36M
|
+$1.94M
|
+69,519
|
+126%
|
|
|
41
|
Prospect Financial Group
Arlington,
Virginia
|
$3.15M
|
+$118K
|
+4,244
|
+4%
|
|
|
42
|
SigFig Wealth Management
San Francisco,
California
|
$3.08M
|
-$41.2K
|
-1,480
|
-1%
|
|
|
43
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$3.08M
|
+$39.5K
|
+1,418
|
+1%
|
|
|
44
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.81M
|
-$184K
|
-6,603
|
-6%
|
|
|
45
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.62M
|
+$298K
|
+10,692
|
+12%
|
|
|
46
|
Park Avenue Securities
New York
|
$2.49M
|
-$211K
|
-7,591
|
-8%
|
|
|
47
|
Schoolcraft Capital
Boulder,
Colorado
|
$2.44M
|
+$50.4K
|
+1,809
|
+2%
|
|
|
48
|
Livet Wealth
Salt Lake City,
Utah
|
$2.35M
|
+$133K
|
+4,793
|
+6%
|
|
|
49
|
Lodestar Private Asset Management
Alamo,
California
|
$2.2M
|
+$142K
|
+5,097
|
+7%
|
|
|
50
|
Mercer Global Advisors
Denver,
Colorado
|
$2.13M
|
+$992K
|
+35,648
|
+82%
|
|
