|
26
|
Yoder Wealth Management
Walnut Creek,
California
|
$4.56M
|
+$146K
|
+7,098
|
+3%
|
|
|
27
|
UBS Group
Zurich,
Switzerland
|
$4.3M
|
+$225K
|
+10,981
|
+5%
|
|
|
28
|
Asset Dedication LLC
San Francisco,
California
|
$4.29M
|
+$1.38M
|
+67,081
|
+47%
|
|
|
29
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$4.28M
|
+$461K
|
+22,471
|
+12%
|
|
|
30
|
Parallel Advisors
San Francisco,
California
|
$4.09M
|
+$622K
|
+30,319
|
+18%
|
|
|
31
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$4.09M
|
+$71.1K
|
+3,465
|
+2%
|
|
|
32
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$3.7M
|
+$3.72M
|
+181,499
|
New
|
|
|
33
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.7M
|
+$3.72M
|
+181,499
|
New
|
|
|
34
|
Central Trust Company
Jefferson City,
Missouri
|
$3.54M
|
+$168K
|
+8,203
|
+5%
|
|
|
35
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$3.38M
|
-$61.5K
|
-2,997
|
-2%
|
|
|
36
|
Stifel Financial
St. Louis,
Missouri
|
$3.3M
|
+$838K
|
+40,846
|
+34%
|
|
|
37
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.06M
|
+$1.24M
|
+60,597
|
+68%
|
|
|
38
|
Boston Family Office
Boston,
Massachusetts
|
$2.52M
|
+$371K
|
+18,090
|
+17%
|
|
|
39
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.47M
|
+$1.27M
|
+61,860
|
+104%
|
|
|
40
|
|
$2.25M
|
-$514K
|
-25,035
|
-18%
|
|
|
41
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.17M
|
+$1.56M
|
+76,080
|
+250%
|
|
|
42
|
Moulton Wealth Management
Spokane,
Washington
|
$2.17M
|
+$2.19M
|
+106,671
|
New
|
|
|
43
|
LPL Financial
San Diego,
California
|
$1.97M
|
+$622K
|
+30,320
|
+46%
|
|
|
44
|
Howland Capital Management
Boston,
Massachusetts
|
$1.76M
|
+$60.5K
|
+2,949
|
+4%
|
|
|
45
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.63M
|
+$695K
|
+33,849
|
+74%
|
|
|
46
|
Creative Planning
Overland Park,
Kansas
|
$1.6M
|
+$47.1K
|
+2,296
|
+3%
|
|
|
47
|
Tower Research Capital (TRC)
New York
|
$1.55M
|
-$1.26M
|
-61,200
|
-45%
|
|
|
48
|
Private Advisor Group
Morristown,
New Jersey
|
$1.47M
|
-$6.2K
|
-302
|
-0.4%
|
|
|
49
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.47M
|
-$1.31K
|
-64
|
-0.1%
|
|
|
50
|
Eight 31 Financial
Midland,
Texas
|
$1.33M
|
+$19.7K
|
+960
|
+1%
|
|
