|
26
|
Stifel Financial
St. Louis,
Missouri
|
$545K
|
–
|
–
|
–
|
|
|
27
|
Diversify Wealth Management
Sandy,
Utah
|
$536K
|
-$75K
|
-1,175
|
-13%
|
|
|
28
|
Diversify Advisory Services
Sandy,
Utah
|
$536K
|
+$516K
|
+8,083
|
New
|
|
|
29
|
|
$495K
|
-$653K
|
-10,229
|
-57%
|
|
|
30
|
Farther Finance Advisors
San Francisco,
California
|
$434K
|
-$89.2K
|
-1,398
|
-17%
|
|
|
31
|
VestGen Advisors
Inverness,
Illinois
|
$308K
|
-$11.6K
|
-181
|
-4%
|
|
|
32
|
Gryphon Financial Partners
Columbus,
Ohio
|
$291K
|
+$290K
|
+4,545
|
New
|
|
|
33
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$286K
|
+$14.6K
|
+228
|
+5%
|
|
|
34
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$269K
|
+$268K
|
+4,196
|
New
|
|
|
35
|
Raymond James Financial
St Petersburg,
Florida
|
$213K
|
+$212K
|
+3,326
|
New
|
|
|
36
|
Osaic Holdings
Scottsdale,
Arizona
|
$152K
|
+$123K
|
+1,925
|
+427%
|
|
|
37
|
AssetMark Inc
Concord,
California
|
$144K
|
+$447
|
+7
|
+0.3%
|
|
|
38
|
Allworth Financial
Folsom,
California
|
$134K
|
–
|
–
|
–
|
|
|
39
|
Bessemer Group
Woodbridge,
New Jersey
|
$109K
|
+$109K
|
+1,701
|
New
|
|
|
40
|
Global Retirement Partners
San Rafael,
California
|
$61.7K
|
+$61.5K
|
+964
|
New
|
|
|
41
|
Elevation Wealth Partners
Santa Rosa,
California
|
$42.2K
|
+$191
|
+3
|
+0.5%
|
|
|
42
|
Fidelity Investments
Boston,
Massachusetts
|
$37.4K
|
+$21.2K
|
+332
|
+132%
|
|
|
43
|
Golden State Wealth Management
Santa Ana,
California
|
$30.8K
|
-$3.7K
|
-58
|
-11%
|
|
|
44
|
Wells Fargo
San Francisco,
California
|
$30.7K
|
+$25.6K
|
+401
|
+508%
|
|
|
45
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$26.8K
|
+$255
|
+4
|
+1%
|
|
|
46
|
UBS Group
Zurich,
Switzerland
|
$24.6K
|
-$75.7K
|
-1,186
|
-76%
|
|
|
47
|
Harbour Investments
Madison,
Wisconsin
|
$23.2K
|
+$13.1K
|
+206
|
+132%
|
|
|
48
|
CoreCap Advisors
Southfield,
Michigan
|
$21.4K
|
+$13.7K
|
+215
|
+179%
|
|
|
49
|
Parallel Advisors
San Francisco,
California
|
$20.9K
|
–
|
–
|
–
|
|
|
50
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$17.5K
|
–
|
–
|
–
|
|
