|
26
|
Proficio Capital Partners
Newton,
Massachusetts
|
$2.71M
|
-$360K
|
-7,130
|
-12%
|
|
|
27
|
Brio Consultants
San Francisco,
California
|
$2.69M
|
+$433K
|
+8,587
|
+19%
|
|
|
28
|
Golden State Equity Partners
South Coast Metro,
California
|
$2.62M
|
+$1.25M
|
+24,815
|
+92%
|
|
|
29
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$2.49M
|
+$738K
|
+14,636
|
+42%
|
|
|
30
|
Mariner
Overland Park,
Kansas
|
$2.46M
|
+$242K
|
+4,804
|
+11%
|
|
|
31
|
Atwood & Palmer
Kansas City,
Missouri
|
$2.44M
|
-$10.1K
|
-200
|
-0.4%
|
|
|
32
|
Bank of America
Charlotte,
North Carolina
|
$2.34M
|
+$2.2M
|
+43,570
|
+1,674%
|
|
|
33
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$2.34M
|
-$1.81M
|
-35,977
|
-44%
|
|
|
34
|
Advisornet Financial
Minnetonka,
Minnesota
|
$2.31M
|
-$63.5K
|
-1,259
|
-3%
|
|
|
35
|
Private Wealth Partners
Mill Valley,
California
|
$2.05M
|
-$398K
|
-7,900
|
-16%
|
|
|
36
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.96M
|
+$234K
|
+4,649
|
+14%
|
|
|
37
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$1.91M
|
-$91.5K
|
-1,815
|
-5%
|
|
|
38
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.73M
|
+$352K
|
+6,973
|
+26%
|
|
|
39
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.63M
|
+$43.8K
|
+868
|
+3%
|
|
|
40
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.63M
|
-$214K
|
-4,244
|
-12%
|
|
|
41
|
Atria Wealth Solutions
New York
|
$1.6M
|
+$8.07K
|
+160
|
+0.5%
|
|
|
42
|
Frazier Financial Advisors
Columbus,
Ohio
|
$1.58M
|
-$22.2K
|
-440
|
-1%
|
|
|
43
|
Stephens Inc
Little Rock,
Arkansas
|
$1.4M
|
-$204K
|
-4,039
|
-13%
|
|
|
44
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.3M
|
+$340K
|
+6,740
|
+36%
|
|
|
45
|
United Capital Financial Advisors
Irving,
Texas
|
$1.28M
|
-$62.6K
|
-1,241
|
-5%
|
|
|
46
|
Perigon Wealth Management
San Francisco,
California
|
$1.26M
|
+$96.5K
|
+1,914
|
+8%
|
|
|
47
|
Osaic Holdings
Scottsdale,
Arizona
|
$1M
|
+$108K
|
+2,149
|
+12%
|
|
|
48
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$904K
|
-$72.7K
|
-1,441
|
-7%
|
|
|
49
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$851K
|
-$361K
|
-7,165
|
-30%
|
|
|
50
|
Elmwood Wealth Management
Berkeley,
California
|
$816K
|
-$46.9K
|
-930
|
-5%
|
|
