|
26
|
UBS Group
Zurich,
Switzerland
|
$7.58M
|
-$675K
|
-26,535
|
-8%
|
|
|
27
|
Leo Wealth LLC
Hurst,
Texas
|
$7.28M
|
+$6.91M
|
+271,757
|
New
|
|
|
28
|
SCS Capital Management
Boston,
Massachusetts
|
$7.17M
|
-$1.15M
|
-45,273
|
-14%
|
|
|
29
|
Farrow Financial
Randolph,
Vermont
|
$6.8M
|
+$6.53M
|
+256,578
|
New
|
|
|
30
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$6.43M
|
+$2.54M
|
+99,759
|
+70%
|
|
|
31
|
|
$6.4M
|
-$22.9K
|
-902
|
-0.4%
|
|
|
32
|
Foster Group
West Des Moines,
Iowa
|
$6.07M
|
–
|
–
|
–
|
|
|
33
|
IFP Advisors
Tampa,
Florida
|
$5.9M
|
-$70.8K
|
-2,785
|
-1%
|
|
|
34
|
Merriman Wealth Management
Seattle,
Washington
|
$5.88M
|
-$3.37M
|
-132,601
|
-37%
|
|
|
35
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$5.74M
|
+$144K
|
+5,654
|
+3%
|
|
|
36
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.67M
|
+$4.53M
|
+178,067
|
+496%
|
|
|
37
|
Keebeck Wealth Management
Chicago,
Illinois
|
$5.6M
|
-$1.52M
|
-59,652
|
-22%
|
|
|
38
|
Prosperity Planning
Kansas City,
Missouri
|
$5.48M
|
+$140K
|
+5,491
|
+3%
|
|
|
39
|
LGL Partners
Philadelphia,
Pennsylvania
|
$4.61M
|
-$40.4M
|
-1,586,580
|
-90%
|
|
|
40
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.56M
|
+$162K
|
+6,362
|
+4%
|
|
|
41
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$4.55M
|
+$114K
|
+4,466
|
+3%
|
|
|
42
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$4.16M
|
+$729K
|
+28,649
|
+22%
|
|
|
43
|
Trust Point Inc
La Crosse,
Wisconsin
|
$3.9M
|
+$3.75M
|
+147,267
|
New
|
|
|
44
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$3.71M
|
-$403K
|
-15,848
|
-10%
|
|
|
45
|
LPL Financial
San Diego,
California
|
$3.66M
|
+$61.5K
|
+2,418
|
+2%
|
|
|
46
|
Cetera Advisor Networks
El Segundo,
California
|
$3.63M
|
+$104K
|
+4,106
|
+3%
|
|
|
47
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$3.3M
|
-$290K
|
-11,386
|
-8%
|
|
|
48
|
Peninsula Wealth
San Francisco,
California
|
$3.18M
|
+$2.64M
|
+103,696
|
+631%
|
|
|
49
|
Tacita Capital
Toronto,
Ontario, Canada
|
$3.03M
|
-$466K
|
-18,340
|
-14%
|
|
|
50
|
Angeles Investment Advisors
Santa Monica,
California
|
$2.98M
|
-$229K
|
-9,000
|
-7%
|
|
