|
26
|
Sunflower Bank
Dallas,
Texas
|
$2.45M
|
–
|
–
|
–
|
|
|
27
|
Guidance Capital
Lousville,
Kentucky
|
$2.43M
|
-$1.46M
|
-34,552
|
-38%
|
|
|
28
|
Portside Wealth Group
Provo,
Utah
|
$2.21M
|
+$2.11M
|
+49,972
|
New
|
|
|
29
|
MYeCFO
La Jolla,
California
|
$2.2M
|
+$64.2K
|
+1,520
|
+3%
|
|
|
30
|
|
$2.18M
|
+$2.08M
|
+49,154
|
New
|
|
|
31
|
TSA Wealth Management
Houston,
Texas
|
$2.17M
|
+$2.07M
|
+49,021
|
New
|
|
|
32
|
UBS Group
Zurich,
Switzerland
|
$2.15M
|
+$313K
|
+7,407
|
+18%
|
|
|
33
|
Kickstand Ventures
Pittsford,
New York
|
$1.93M
|
+$853K
|
+20,185
|
+86%
|
|
|
34
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.88M
|
+$1.2M
|
+28,331
|
+199%
|
|
|
35
|
LPL Financial
San Diego,
California
|
$1.77M
|
-$416K
|
-9,848
|
-20%
|
|
|
36
|
Quotient Wealth Partners
Dallas,
Texas
|
$1.73M
|
+$1.65M
|
+39,091
|
New
|
|
|
37
|
Private Advisor Group
Morristown,
New Jersey
|
$1.71M
|
-$34.5K
|
-817
|
-2%
|
|
|
38
|
Ameriprise
Minneapolis,
Minnesota
|
$1.7M
|
-$662K
|
-15,672
|
-29%
|
|
|
39
|
DMC Group
Birmingham,
Alabama
|
$1.58M
|
-$26.7K
|
-633
|
-2%
|
|
|
40
|
WBI Investments
Red Bank,
New Jersey
|
$1.57M
|
-$227K
|
-5,374
|
-13%
|
|
|
41
|
Farmers National Bank
Danville,
Kentucky
|
$1.52M
|
–
|
–
|
–
|
|
|
42
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.51M
|
+$63.9K
|
+1,512
|
+5%
|
|
|
43
|
EP Wealth Advisors
Torrance,
California
|
$1.45M
|
-$26.7K
|
-633
|
-2%
|
|
|
44
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$1.41M
|
+$1.35M
|
+31,955
|
New
|
|
|
45
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$1.37M
|
-$672K
|
-15,900
|
-34%
|
|
|
46
|
Credit Suisse
Zurich,
Switzerland
|
$1.33M
|
–
|
–
|
–
|
|
|
47
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$1.27M
|
+$1.21M
|
+28,693
|
New
|
|
|
48
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.22M
|
+$498K
|
+11,799
|
+74%
|
|
|
49
|
|
$1.22M
|
+$1.2M
|
+28,320
|
New
|
|
|
50
|
LifePlan Financial
Mankato,
Minnesota
|
$1.19M
|
+$1.13M
|
+26,844
|
New
|
|
