|
26
|
UBS Group
Zurich,
Switzerland
|
$1.39M
|
+$291K
|
+12,291
|
+26%
|
|
|
27
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.33M
|
+$159K
|
+6,726
|
+14%
|
|
|
28
|
Lido Advisors
Los Angeles,
California
|
$1.23M
|
–
|
–
|
–
|
|
|
29
|
Rialto Wealth Management
Syracuse,
New York
|
$1.22M
|
+$1.22M
|
+51,342
|
New
|
|
|
30
|
|
$1.2M
|
+$399K
|
+16,860
|
+50%
|
|
|
31
|
Rebalance
Palo Alto,
California
|
$1.1M
|
+$1.1M
|
+46,661
|
New
|
|
|
32
|
Focused Alpha LLC
Denver,
Colorado
|
$951K
|
+$951K
|
+40,159
|
New
|
|
|
33
|
WrapManager Inc
Mill Valley,
California
|
$826K
|
-$176K
|
-7,425
|
-18%
|
|
|
34
|
Threadgill Financial
Spring,
Texas
|
$789K
|
+$351K
|
+14,841
|
New
|
|
|
35
|
Mercer Global Advisors
Denver,
Colorado
|
$754K
|
+$154K
|
+6,516
|
+26%
|
|
|
36
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$731K
|
-$460K
|
-19,450
|
-39%
|
|
|
37
|
HeadInvest LLC
Portland,
Maine
|
$671K
|
–
|
–
|
–
|
|
|
38
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$668K
|
+$381K
|
+16,087
|
+132%
|
|
|
39
|
Osaic Holdings
Scottsdale,
Arizona
|
$665K
|
+$309K
|
+13,059
|
+87%
|
|
|
40
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$635K
|
+$31K
|
+1,311
|
+5%
|
|
|
41
|
Kastel Capital Advisors
Wellesley,
Massachusetts
|
$558K
|
+$558K
|
+23,556
|
New
|
|
|
42
|
Austin Private Wealth
Austin,
Texas
|
$546K
|
+$1.42K
|
+60
|
+0.3%
|
|
|
43
|
Penobscot Investment Management
Boston,
Massachusetts
|
$504K
|
+$504K
|
+21,300
|
New
|
|
|
44
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$489K
|
+$489K
|
+20,659
|
New
|
|
|
45
|
Freestone Capital Holdings
Seattle,
Washington
|
$484K
|
+$32.3K
|
+1,365
|
+7%
|
|
|
46
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$478K
|
+$478K
|
+20,196
|
New
|
|
|
47
|
Helen Stephens Group
Fort Worth,
Texas
|
$459K
|
+$115K
|
+4,843
|
+33%
|
|
|
48
|
Beacon Pointe Advisors
Newport Beach,
California
|
$451K
|
+$22.1K
|
+933
|
+5%
|
|
|
49
|
Sentinus LLC
Oak Brook,
Illinois
|
$445K
|
–
|
–
|
–
|
|
|
50
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$420K
|
+$138K
|
+5,822
|
+49%
|
|
