|
26
|
Fiducient Advisors
Chicago,
Illinois
|
$1.08M
|
-$490K
|
-8,938
|
-32%
|
|
|
27
|
CX Institutional
Auburn,
Indiana
|
$1.05M
|
+$116K
|
+2,117
|
+13%
|
|
|
28
|
Wealth Architects
Mountain View,
California
|
$1.05M
|
–
|
–
|
–
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$828K
|
+$568K
|
+10,353
|
+235%
|
|
|
30
|
Creative Financial Designs
Kokomo,
Indiana
|
$796K
|
+$56.4K
|
+1,028
|
+8%
|
|
|
31
|
Private Advisor Group
Morristown,
New Jersey
|
$740K
|
+$51.2K
|
+934
|
+8%
|
|
|
32
|
Edge Capital Group
Atlanta,
Georgia
|
$733K
|
-$51.8K
|
-945
|
-7%
|
|
|
33
|
Circle Wealth Management
Summit,
New Jersey
|
$698K
|
+$156K
|
+2,838
|
+30%
|
|
|
34
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$679K
|
–
|
–
|
–
|
|
|
35
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$664K
|
–
|
–
|
–
|
|
|
36
|
Simmons Bank
Pine Bluff,
Arkansas
|
$657K
|
-$162K
|
-2,964
|
-20%
|
|
|
37
|
First Foundation Advisors
Irvine,
California
|
$651K
|
-$71.9K
|
-1,312
|
-10%
|
|
|
38
|
Osaic Holdings
Scottsdale,
Arizona
|
$618K
|
+$24.8K
|
+453
|
+4%
|
|
|
39
|
Wells Fargo
San Francisco,
California
|
$617K
|
+$314K
|
+5,729
|
+109%
|
|
|
40
|
Ameriprise
Minneapolis,
Minnesota
|
$567K
|
-$1.24M
|
-22,667
|
-69%
|
|
|
41
|
Bickling Financial Services
Lexington,
Massachusetts
|
$549K
|
+$254K
|
+4,635
|
+90%
|
|
|
42
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$522K
|
+$509K
|
+9,292
|
New
|
|
|
43
|
L.J. Altfest & Co
New York
|
$508K
|
-$520K
|
-9,476
|
-51%
|
|
|
44
|
Fortis Advisors
Wayne,
Pennsylvania
|
$499K
|
+$487K
|
+8,884
|
New
|
|
|
45
|
Naples Global Advisors
Naples,
Florida
|
$449K
|
–
|
–
|
–
|
|
|
46
|
SVB Wealth
Boston,
Massachusetts
|
$392K
|
–
|
–
|
–
|
|
|
47
|
Rain Capital Management
Lake Oswego,
Oregon
|
$375K
|
+$366K
|
+6,685
|
New
|
|
|
48
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$308K
|
+$302K
|
+5,500
|
New
|
|
|
49
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$272K
|
+$16K
|
+291
|
+6%
|
|
|
50
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$263K
|
+$131K
|
+2,385
|
+114%
|
|
